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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
First Trust Advisors
51
First Trust Advisors
Illinois
$72.2M -$5.61M -81,565 -7%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$71.1M +$20.2M +293,114 +42%
CS
53
Credit Suisse
Switzerland
$68.8M +$17.1M +249,234 +35%
Canada Life
54
Canada Life
Manitoba, Canada
$67.8M +$20.6M +299,293 +46%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$66.5M +$19.1M +278,383 +43%
CA
56
Capitolis Advisors
New York
$65.8M +$63.2M +918,969 New
Two Sigma Investments
57
Two Sigma Investments
New York
$65.5M +$44M +639,285 +232%
Deutsche Bank
58
Deutsche Bank
Germany
$64.8M +$12.3M +179,319 +25%
Ohio Public Employees Retirement System (OPERS)
59
Ohio Public Employees Retirement System (OPERS)
Ohio
$63.2M +$17.6M +256,531 +41%
Aberdeen Group
60
Aberdeen Group
United Kingdom
$61.7M +$9.58M +139,338 +19%
Barclays
61
Barclays
United Kingdom
$59.2M +$16.3M +237,130 +40%
LPL Financial
62
LPL Financial
California
$59.2M +$6.74M +97,970 +13%
FFA
63
First Foundation Advisors
California
$57.2M +$54.2M +788,413 +7,831%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$56.2M +$7.37M +107,248 +16%
UBS Group
65
UBS Group
Switzerland
$54.3M -$25.7M -373,140 -33%
WHRC
66
W.H. Reaves & Co
New Jersey
$52.6M +$3.69M +53,702 +8%
Franklin Resources
67
Franklin Resources
California
$51.6M +$887K +12,899 +2%
Nomura Asset Management
68
Nomura Asset Management
Japan
$51.4M +$14M +204,120 +40%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$51M +$13.4M +195,319 +38%
Amundi
70
Amundi
France
$50.5M +$15.7M +228,593 +48%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
71
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$46.9M +$19.7M +286,886 +78%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$46.6M +$7.89M +114,751 +21%
National Pension Service
73
National Pension Service
South Korea
$45.7M +$9.87M +143,562 +29%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$44.6M +$12.4M +180,111 +41%
SEI Investments
75
SEI Investments
Pennsylvania
$43.9M +$34.8M +505,463 +472%

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.