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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
SCA
751
SMH Capital Advisors
Texas
$295K +$68.8K +1,001 +30%
CRWM
752
Castle Rock Wealth Management
California
$294K
CWM
753
Cedar Wealth Management
California
$294K
LAM
754
LifePro Asset Management
California
$293K +$20.7K +302 +8%
CT
755
Chicago Trust
Illinois
$290K
CAM
756
Campion Asset Management
Virginia
$288K
WWM
757
Wolff Wiese Magana
California
$288K +$7.76K +113 +3%
VIM
758
VELA Investment Management
Ohio
$288K +$290K +4,220 New
MWM
759
Mission Wealth Management
California
$285K -$137 -2 -0%
WI
760
WrapManager Inc
California
$285K +$2.75K +40 +1%
Koshinski Asset Management
761
Koshinski Asset Management
Illinois
$283K -$5.77K -84 -2%
CG
762
Caprock Group
Idaho
$283K +$284K +4,128 New
BFA
763
Beacon Financial Advisory
Ohio
$282K -$20.8K -303 -7%
EM
764
Excalibur Management
Massachusetts
$282K +$26.2K +382 +10%
SIM
765
Sentry Investment Management
Wisconsin
$281K -$27.8K -404 -9%
T
766
TCWP
Ohio
$281K +$38.7K +564 +16%
HFM
767
Harvest Fund Management
China
$280K -$10.2K -148 -3%
NAG
768
Northstar Advisory Group
New Jersey
$280K
PCM
769
Pointe Capital Management
Michigan
$279K
PWPS
770
Pinnacle Wealth Planning Services
Ohio
$279K +$30.4K +442 +12%
MOS
771
MGO One Seven
Ohio
$276K +$75.6K +1,101 +37%
CCM
772
Covington Capital Management
California
$275K -$13.7K -200 -5%
AIA
773
Angeles Investment Advisors
California
$275K
RBCM
774
Raub Brock Capital Management
California
$275K
MFA
775
Mayflower Financial Advisors
Massachusetts
$273K -$2.88K -42 -1%

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.