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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
GFS
726
GYL Financial Synergies
Connecticut
$318K -$9.77K -142 -3%
Koshinski Asset Management
727
Koshinski Asset Management
Illinois
$316K -$7.7K -112 -2%
SFG
728
Sovereign Financial Group
Connecticut
$316K +$6.19K +90 +2%
FNBOMD
729
First National Bank of Mount Dora
Florida
$316K +$10.9K +158 +4%
AI
730
Accredited Investors
Minnesota
$314K -$7.5K -109 -2%
HFM
731
Harvest Fund Management
China
$311K +$188K +2,738 +172%
SW
732
SVB Wealth
Massachusetts
$309K +$77.3K +1,124 +35%
CWM
733
Cedar Wealth Management
California
$308K +$239K +3,474 +421%
SFS
734
Stiles Financial Services
Minnesota
$307K +$271K +3,936 New
CAM
735
Campion Asset Management
Virginia
$302K -$9.28K -135 -3%
SB
736
Strategic Blueprint
Georgia
$301K +$29.1K +423 +11%
CC
737
Commons Capital
Massachusetts
$300K +$288K +4,187 New
AA
738
Altman Advisors
Illinois
$298K -$9.7K -141 -3%
WWM
739
Wolff Wiese Magana
California
$294K +$35.3K +514 +14%
NAG
740
Northstar Advisory Group
New Jersey
$294K +$282K +4,102 New
PCM
741
Pointe Capital Management
Michigan
$293K -$9.01K -131 -3%
GA
742
Greenspring Advisors
Maryland
$292K +$280K +4,072 New
CRWM
743
Castle Rock Wealth Management
California
$290K -$9.42K -137 -3%
ARC
744
Advisor Resource Council
Texas
$290K +$278K +4,038 New
CCM
745
Covington Capital Management
California
$289K -$8.6K -125 -3%
HI
746
Horizon Investments
North Carolina
$289K +$278K +4,049 New
AIA
747
Angeles Investment Advisors
California
$288K -$8.8K -128 -3%
PWP
748
Principle Wealth Partners
Connecticut
$287K -$8.73K -127 -3%
ITIM
749
Indiana Trust & Investment Management
Indiana
$287K -$1.44K -21 -0.5%
OIA
750
OneDigital Investment Advisors
Kansas
$287K +$275K +4,003 New

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.