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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
QCIG
551
Quad-Cities Investment Group
Iowa
$730K -$20.7K -301 -3%
BIA
552
Barry Investment Advisors
Massachusetts
$725K +$172K +2,507 +33%
BFG
553
Barber Financial Group
Kansas
$723K +$695K +10,104 New
AWM
554
Adams Wealth Management
Utah
$715K -$73.7K -1,072 -10%
TCWM
555
Total Clarity Wealth Management
Illinois
$704K -$22.2K -323 -3%
FLI
556
Family Legacy Inc
South Carolina
$702K -$28.7K -418 -4%
CPA
557
Court Place Advisors
Maryland
$701K -$22.1K -322 -3%
SFM
558
Signet Financial Management
New Jersey
$696K +$14.4K +209 +2%
AWP
559
Ascent Wealth Partners
New York
$696K +$55.6K +809 +9%
O
560
Ossiam
France
$684K -$1.4M -20,405 -68%
SFP
561
Sterling Financial Planning
New Jersey
$682K +$42.8K +622 +7%
ECM
562
Everence Capital Management
Indiana
$679K -$20.9K -304 -3%
GIA
563
Gateway Investment Advisers
Ohio
$679K +$238K +3,467 +58%
CBTWT
564
Community Bank & Trust (Waco, Texas)
Texas
$678K -$23.3K -339 -3%
DHFB
565
Dixon Hubard Feinour & Brown
Virginia
$677K +$22.3K +324 +4%
JIC
566
Johnson Investment Counsel
Ohio
$667K +$12.6K +183 +2%
IRF
567
IBM Retirement Fund
New York
$655K -$152K -2,217 -20%
AL
568
ACAS LLC
California
$654K -$26.7K -388 -4%
RPCONE
569
Retirement Planning Company of New England
Rhode Island
$654K +$628K +9,139 New
CCM
570
Crossvault Capital Management
Texas
$646K -$5.64K -82 -0.9%
MYLI
571
Meiji Yasuda Life Insurance
Japan
$645K +$620K +9,012 New
AWA
572
Arkadios Wealth Advisors
Georgia
$643K +$168K +2,446 +37%
Brown Advisory
573
Brown Advisory
Maryland
$638K +$342K +4,971 +126%
EWA
574
EP Wealth Advisors
California
$634K +$73.4K +1,068 +14%
KA
575
Kovack Advisors
Florida
$633K +$98.8K +1,437 +19%

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.