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Realty Income

1,105 hedge funds and large institutions have $32.6B invested in Realty Income in 2021 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 480 increasing their positions, 378 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 75

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

82% more call options, than puts

Call options by funds: $174M | Put options by funds: $95.4M

66% more capital invested

Capital invested by funds: $19.6B → $32.6B (+$13B)

27% more repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 378

16% more funds holding

Funds holding: 9521,105 (+153)

0.76% more ownership

Funds ownership: 80.12%80.88% (+0.76%)

Holders
1,105
Holders Change
+153
Holders Change %
+16.07%
% of All Funds
17.01%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
244
Increased
480
Reduced
378
Closed
75
Calls
$174M
Puts
$95.4M
Net Calls
+$78.5M
Net Calls Change
+$29.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
501
Cigna Investments
Connecticut
$914K +$47K +684 +6%
FMN
502
Financial Management Network
California
$914K +$386K +5,609 +80%
DWM
503
Denver Wealth Management
Colorado
$900K +$864K +12,568 New
BF
504
BOK Financial
Oklahoma
$899K +$490K +7,125 +131%
OPPTF
505
OPSEU Pension Plan Trust Fund
Ontario, Canada
$897K +$183K +2,664 +27%
GIA
506
Gladstone Institutional Advisory
Florida
$889K +$854K +12,413 New
BPA
507
Beacon Pointe Advisors
California
$888K -$143K -2,073 -14%
SWA
508
Stratos Wealth Advisors
Ohio
$884K -$8.32K -121 -1%
PA
509
PSI Advisors
Florida
$884K +$785K +11,414 +1,216%
FC
510
FORA Capital
Florida
$882K +$847K +12,321 New
Bank Julius Baer & Co
511
Bank Julius Baer & Co
Switzerland
$880K +$338K +4,912 +67%
BCV
512
Banque Cantonale Vaudoise
Switzerland
$880K +$399K +5,798 +89%
TA
513
TFG Advisers
Michigan
$870K -$65.1K -947 -7%
WA
514
Wealth Alliance
New York
$854K -$2.82K -41 -0.3%
BRWA
515
B. Riley Wealth Advisors
Florida
$850K +$241K +3,510 +42%
QT
516
Quantamental Technologies
New York
$839K +$806K +11,721 New
YIH
517
Y-Intercept (HK)
Hong Kong
$837K +$804K +11,688 New
APP
518
Alpha Paradigm Partners
Illinois
$831K -$3.92K -57 -0.5%
ACS
519
Archford Capital Strategies
Illinois
$830K -$40.6K -591 -5%
KWM
520
Kingsview Wealth Management
Oregon
$824K -$69.2K -1,006 -8%
LMAM
521
Legg Mason Asset Management
Japan
$818K -$25.2K -366 -3%
CFB
522
Cullen/Frost Bankers
Texas
$818K +$345K +5,010 +78%
CIAS
523
Capital Investment Advisory Services
North Carolina
$816K +$465K +6,762 +146%
GT
524
Glenmede Trust
Pennsylvania
$807K +$20.2K +294 +3%
FFA
525
Founders Financial Alliance
North Carolina
$804K -$55.6K -808 -7%

O Hedge Fund Activity: Q4 2021 in Review

1,105 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q4 2021, worth a combined $32.6B — up 66% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new O positions and 75 closed out — a net gain of 169 holders — while 480 added to existing stakes and 378 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $1.84B. The largest seller was Millennium Management, cutting an estimated $60.6M.

  • 1,105 institutional investors held Realty Income (O) as of Q4 2021, up from 952 in Q3 2021.
  • Funds reported $32.6B of Realty Income stock for Q4 2021, up 66% quarter-over-quarter.
  • 244 funds opened new Realty Income positions in Q4 2021 and 75 closed out, a net change of +169 holders.
  • The largest Realty Income buyer in Q4 2021 was Cohen & Steers, an estimated $1.84B added.
  • The largest Realty Income seller in Q4 2021 was Millennium Management, an estimated $60.6M sold.

Based on aggregated 13F filings for Q4 2021.