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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
LC
601
Lindbrook Capital
California
$556K +$295K +4,290 +123%
GJIC
602
Gamble Jones Investment Counsel
California
$555K +$21.2K +309 +4%
1WA
603
180 Wealth Advisors
Washington
$555K +$217K +3,157 +63%
OSAM
604
O'Shaughnessy Asset Management
Connecticut
$554K +$302K +4,396 +132%
CW
605
CreativeOne Wealth
Kansas
$552K +$190K +2,767 +56%
NWM
606
Northcape Wealth Management
New York
$549K +$527K +7,670 New
BFC
607
Blue Fin Capital
Rhode Island
$548K -$16.8K -245 -3%
ACWM
608
Adams Chetwood Wealth Management
North Carolina
$545K -$16.2K -236 -3%
IA
609
IFG Advisory
Georgia
$544K +$86.5K +1,258 +20%
CCA
610
Checchi Capital Advisers
California
$543K +$229K +3,332 +78%
SCM
611
Spreng Capital Management
Ohio
$541K -$37.9K -551 -7%
DZ Bank
612
DZ Bank
Germany
$539K -$16.5K -240 -3%
TFA
613
Teamwork Financial Advisors
Texas
$527K -$26.5K -385 -5%
PAS
614
Park Avenue Securities
New York
$527K +$209K +3,043 +70%
AWM
615
AllSquare Wealth Management
New York
$526K +$505K +7,347 New
Lido Advisors
616
Lido Advisors
California
$524K -$25K -363 -5%
WFI
617
West Family Investments
California
$519K +$186K +2,700 +59%
CCM
618
Coldstream Capital Management
Washington
$518K +$164K +2,385 +49%
FTDI
619
First Trust Direct Indexing
Massachusetts
$515K +$106K +1,541 +27%
HI
620
Harbour Investments
Wisconsin
$506K -$453K -6,590 -48%
RF
621
Rollins Financial
Georgia
$501K +$481K +7,000 New
AFP
622
Ausdal Financial Partners
Iowa
$500K +$5.98K +87 +1%
BIA
623
Benchmark Investment Advisors
Illinois
$494K +$474K +6,900 New
BB
624
Busey Bank
Illinois
$489K -$72.5K -1,055 -13%
SBIA
625
Sheaff Brock Investment Advisors
Indiana
$488K +$101K +1,465 +27%

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.