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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
SMC
701
Smith, Moore & Co
Missouri
$359K +$85.9K +1,251 +31%
SIMG
702
Sonora Investment Management Group
Arizona
$353K +$1.37K +20 +0.4%
RCIM
703
Red Cedar Investment Management
Michigan
$352K +$354K +5,160 New
CPO
704
Cerity Partners OCIO
New York
$350K +$20.3K +295 +6%
SFS
705
Stiles Financial Services
Minnesota
$344K +$8.31K +121 +2%
FNT
706
First Nebraska Trust
Nebraska
$341K +$1.51K +22 +0.4%
DAC
707
Dividend Assets Capital
South Carolina
$341K
WFI
708
West Family Investments
California
$338K -$134K -1,948 -28%
AFG
709
Allegheny Financial Group
Pennsylvania
$337K -$15K -219 -4%
CRI
710
Colonial River Investments
Virginia
$334K -$51.2K -746 -13%
LA
711
LexAurum Advisors
Kansas
$334K +$11.5K +167 +4%
FHA
712
First Horizon Advisors
Tennessee
$334K +$295K +4,289 +721%
CFAM
713
Center For Asset Management
Florida
$333K +$335K +4,881 New
WC
714
Weil Company
California
$332K
CIA
715
Capital Investment Advisors
Georgia
$331K -$45.6K -664 -12%
PA
716
Procyon Advisors
Connecticut
$331K +$333K +4,850 New
SWM
717
Sugarloaf Wealth Management
Georgia
$329K -$4.53K -66 -1%
DDC
718
DF Dent & Co
Maryland
$327K
KFA
719
Krane Funds Advisors
New York
$324K +$326K +4,749 New
NFG
720
Nations Financial Group
Iowa
$323K +$14K +204 +5%
RWP
721
Ridgecrest Wealth Partners
California
$322K +$123K +1,789 +61%
CAC
722
Certified Advisory Corp
Florida
$321K -$5.08K -74 -2%
TFS
723
Thoroughbred Financial Services
Tennessee
$321K +$59.5K +866 +23%
EGM
724
Engineers Gate Manager
New York
$321K +$323K +4,703 New
IA
725
Inspire Advisors
Idaho
$321K +$323K +4,705 New

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.