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Realty Income

1,090 hedge funds and large institutions have $33.7B invested in Realty Income in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 513 increasing their positions, 305 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $238M | Put options by funds: $96.1M

68% more repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 305

4.18% more ownership

Funds ownership: 78.01%82.2% (+4.2%)

9% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 88

5% more capital invested

Capital invested by funds: $32.2B → $33.7B (+$1.57B)

1% less funds holding

Funds holding: 1,0991,090 (-9)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
1,090
Holders Change
-9
Holders Change %
-0.82%
% of All Funds
18.36%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.25%
New
96
Increased
513
Reduced
305
Closed
88
Calls
$238M
Puts
$96.1M
Net Calls
+$142M
Net Calls Change
+$65.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
676
Cohen Investment Advisors
New Hampshire
$394K +$396K +5,767 New
CHA
677
Cooper/Haims Advisors
New York
$393K +$4.33K +63 +1%
MWM
678
Meridian Wealth Management
Kentucky
$392K +$152K +2,215 +63%
FWM
679
Focused Wealth Management
New York
$391K -$36.9K -537 -9%
HI
680
Harbour Investments
Wisconsin
$391K +$393K +5,728 New
WB
681
WesBanco Bank
West Virginia
$390K +$13.7K +200 +4%
JBA
682
Johnson Bixby & Associates
Washington
$389K +$550 +8 +0.1%
FCI
683
Financial Counselors Inc
Kansas
$386K +$104K +1,519 +37%
FAIM
684
Financial Advocates Investment Management
Washington
$385K -$2.36M -34,415 -86%
CSI
685
Cross Staff Investments
New York
$385K
AAP
686
Arax Advisory Partners
Colorado
$384K +$3.98K +58 +1%
CCP
687
Carmel Capital Partners
California
$384K +$31.4K +457 +9%
WAP
688
Wealthcare Advisory Partners
Pennsylvania
$381K +$11.6K +169 +3%
AWM
689
Apollon Wealth Management
South Carolina
$380K -$9.14K -133 -2%
EWM
690
Empirical Wealth Management
Washington
$374K -$69.7K -1,014 -16%
KFGK
691
Keystone Financial Group (Kentucky)
Kentucky
$373K +$206 +3 +0.1%
AMIM
692
Aull & Monroe Investment Management
Alabama
$369K
VW
693
Vance Wealth
California
$369K +$2.95K +43 +0.8%
ANTB
694
AMG National Trust Bank
Colorado
$368K +$51.7K +753 +17%
GBT
695
Grove Bank & Trust
Florida
$366K +$56.3K +820 +18%
SFP
696
Sandbox Financial Partners
Maryland
$365K +$99.2K +1,444 +37%
LC
697
Lindbrook Capital
California
$364K -$233K -3,388 -39%
SW
698
SVB Wealth
Massachusetts
$364K +$44.2K +644 +14%
LSPW
699
Lake Street Private Wealth
Illinois
$363K +$73.4K +1,068 +25%
RWB
700
RMR Wealth Builders
New Jersey
$361K +$2.54K +37 +0.7%

O Hedge Fund Activity: Q2 2022 in Review

1,090 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q2 2022, worth a combined $33.7B — up 4.9% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new O positions and 88 closed out — a net gain of 8 holders — while 513 added to existing stakes and 305 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $302M. The largest seller was Glendon Capital Management, cutting an estimated $106M.

  • 1,090 institutional investors held Realty Income (O) as of Q2 2022, down from 1,099 in Q1 2022.
  • Funds reported $33.7B of Realty Income stock for Q2 2022, up 4.9% quarter-over-quarter.
  • 96 funds opened new Realty Income positions in Q2 2022 and 88 closed out, a net change of +8 holders.
  • The largest Realty Income buyer in Q2 2022 was JP Morgan Chase, an estimated $302M added.
  • The largest Realty Income seller in Q2 2022 was Glendon Capital Management, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2022.