We are live on ! Find out more
O icon

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
CFGS
526
Concourse Financial Group Securities
Alabama
$804K +$371K +5,392 +93%
HI
527
Hendershot Investments
Virginia
$801K +$770K +11,194 New
FLPIM
528
F.L. Putnam Investment Management
Massachusetts
$800K -$68.1K -991 -8%
FFN
529
Focus Financial Network
Minnesota
$799K +$765K +11,124 New
DW
530
Domani Wealth
Pennsylvania
$797K +$766K +11,135 New
PP
531
Patron Partners
Texas
$796K +$75.1K +1,092 +11%
WG
532
Winton Group
United Kingdom
$795K -$41.3K -601 -5%
JWM
533
Jeppson Wealth Management
California
$795K +$764K +11,108 New
APC
534
Asset Planning Corporation
Tennessee
$791K -$23K -335 -3%
MS
535
Maven Securities
Jersey
$790K -$13.7M -199,694 -95%
SFI
536
Susquehanna Fundamental Investments
Pennsylvania
$787K -$6.2M -90,099 -89%
HIC
537
Holderness Investments Company
North Carolina
$787K -$7.56K -110 -1%
LIM
538
Loudon Investment Management
New Hampshire
$782K -$3.09K -45 -0.4%
BMSSC
539
B. Metzler seel. Sohn & Co
Germany
$780K +$331K +4,811 +80%
KM
540
Kalos Management
Georgia
$779K -$8.87K -129 -1%
Swedbank
541
Swedbank
Sweden
$777K -$9.42K -137 -1%
AA
542
ALPS Advisors
Colorado
$765K +$735K +10,692 New
ABC
543
Associated Banc-Corp
Wisconsin
$764K -$23.5K -342 -3%
HIA
544
Harbor Investment Advisory
Maryland
$761K +$22.8K +331 +3%
MCC
545
Money Concepts Capital
Florida
$756K +$726K +10,557 New
LDFR
546
Lehman & Derafelo Financial Resources
Pennsylvania
$751K +$5.64K +82 +0.8%
DA
547
DCM Advisors
New York
$737K -$36K -523 -5%
CPIG
548
Chicago Partners Investment Group
Illinois
$737K +$7.7K +112 +1%
HT
549
HAP Trading
New York
$733K -$714K -10,383 -50%
SBWIC
550
Schaper Benz & Wise Investment Counsel
Wisconsin
$732K -$25.3K -368 -3%

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.