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Realty Income

929 hedge funds and large institutions have $18.6B invested in Realty Income in 2021 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 434 increasing their positions, 230 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 230

84% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 68

17% more call options, than puts

Call options by funds: $125M | Put options by funds: $107M

10% more capital invested

Capital invested by funds: $16.9B → $18.6B (+$1.7B)

6% more funds holding

Funds holding: 877929 (+52)

3.39% more ownership

Funds ownership: 73.48%76.87% (+3.4%)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
929
Holders Change
+52
Holders Change %
+5.93%
% of All Funds
16.17%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
125
Increased
434
Reduced
230
Closed
68
Calls
$125M
Puts
$107M
Net Calls
+$17.8M
Net Calls Change
-$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
UIM
526
USS Investment Management
United Kingdom
$494K
FMN
527
Financial Management Network
California
$491K -$133K -2,018 -21%
KA
528
Kovack Advisors
Florida
$491K -$26.5K -404 -5%
AWA
529
Arkadios Wealth Advisors
Georgia
$490K +$276K +4,205 +125%
Bank Julius Baer & Co
530
Bank Julius Baer & Co
Switzerland
$486K -$2.37K -36 -0.5%
ANTB
531
AMG National Trust Bank
Colorado
$485K
NC
532
NovaPoint Capital
Georgia
$480K +$12.8K +195 +3%
FWM
533
Focused Wealth Management
New York
$478K +$9.59K +146 +2%
Parallax Volatility Advisers
534
Parallax Volatility Advisers
California
$472K -$211K -3,213 -31%
GTCM
535
Gyon Technologies Capital Management
New Jersey
$470K +$478K +7,269 New
SS
536
Simplicity Solutions
Minnesota
$469K +$18.1K +275 +4%
MAFM
537
Mid Atlantic Financial Management
Pennsylvania
$467K +$43.8K +666 +10%
VPIM
538
Vanguard Personalized Indexing Management
California
$458K -$27.8K -423 -6%
PP
539
Prosperity Planning
Missouri
$445K +$181K +2,751 +67%
PIN
540
Prudent Investors Network
California
$444K -$4.61M -70,196 -91%
SAM
541
SignalPoint Asset Management
Missouri
$444K -$657 -10 -0.1%
AFP
542
Ausdal Financial Partners
Iowa
$444K +$25.8K +392 +6%
FPS
543
Fieldpoint Private Securities
Connecticut
$443K +$17.1K +261 +4%
JWCA
544
J.W. Cole Advisors
Florida
$441K -$48.7K -741 -10%
NA
545
NewEdge Advisors
Louisiana
$440K +$10.4K +158 +2%
TAM
546
Townsend Asset Management
North Carolina
$431K +$20.6K +314 +5%
JF
547
Jump Financial
Illinois
$431K +$437K +6,658 New
Verition Fund Management
548
Verition Fund Management
Connecticut
$426K -$51.3K -781 -11%
CIBC World Market
549
CIBC World Market
Ontario, Canada
$426K +$433K +6,594 New
AWP
550
Ascent Wealth Partners
New York
$423K +$430K +6,548 New

O Hedge Fund Activity: Q2 2021 in Review

929 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q2 2021, worth a combined $18.6B — up 10% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new O positions and 68 closed out — a net gain of 57 holders — while 434 added to existing stakes and 230 trimmed.

The largest buyer was APG Asset Management US, adding an estimated $201M. The largest seller was Resolution Capital, exiting entirely with an estimated $247M sold.

  • 929 institutional investors held Realty Income (O) as of Q2 2021, up from 877 in Q1 2021.
  • Funds reported $18.6B of Realty Income stock for Q2 2021, up 10% quarter-over-quarter.
  • 125 funds opened new Realty Income positions in Q2 2021 and 68 closed out, a net change of +57 holders.
  • The largest Realty Income buyer in Q2 2021 was APG Asset Management US, an estimated $201M added.
  • The largest Realty Income seller in Q2 2021 was Resolution Capital, an estimated $247M sold.

Based on aggregated 13F filings for Q2 2021.