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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
AssetMark Inc
701
AssetMark Inc
California
$348K +$318K +4,631 +1,971%
TMAM
702
Tokio Marine Asset Management
Japan
$347K -$8.8K -128 -3%
MG
703
Mather Group
Illinois
$344K +$330K +4,803 New
DDC
704
DF Dent & Co
Maryland
$343K -$6.95K -101 -2%
SYBT
705
Stock Yards Bank & Trust
Kentucky
$341K +$45.4K +660 +16%
BCI
706
Brinker Capital Investments
Pennsylvania
$341K +$327K +4,759 New
ANTB
707
AMG National Trust Bank
Colorado
$340K -$189K -2,750 -37%
LA
708
LexAurum Advisors
Kansas
$338K +$98.7K +1,435 +44%
GCC
709
Guardian Capital (Canada)
Ontario, Canada
$337K +$324K +4,709 New
ATC
710
Argent Trust Co
Tennessee
$336K -$36.9K -537 -10%
FT
711
Fiduciary Trust
Massachusetts
$336K -$10.3K -150 -3%
SWIG
712
Strategic Wealth Investment Group
Kentucky
$336K +$963 +14 +0.3%
IAIM
713
International Assets Investment Management
Florida
$334K +$61.7K +897 +24%
SIA
714
Soltis Investment Advisors
Utah
$333K +$18.6K +271 +6%
BFM
715
Boothbay Fund Management
New York
$333K +$320K +4,651 New
DLG
716
Daniel L. Goodwin
$333K +$320K +4,653 New
GSWM
717
Golden State Wealth Management
California
$332K +$12K +175 +4%
PA
718
Procyon Advisors
Connecticut
$332K +$13.4K +195 +4%
IC
719
IEQ Capital
California
$331K +$72.1K +1,049 +29%
GT
720
Greenleaf Trust
Michigan
$330K +$92.2K +1,341 +41%
BFA
721
Beacon Financial Advisory
Ohio
$329K +$316K +4,590 New
BIP
722
Blueprint Investment Partners
North Carolina
$328K +$103K +1,498 +49%
LSPW
723
Lake Street Private Wealth
Illinois
$323K -$6.33K -92 -2%
AIS
724
American Investment Services
Massachusetts
$322K -$9.9K -144 -3%
FIM
725
Freedom Investment Management
Connecticut
$318K -$604K -8,781 -66%

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.