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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
MWM
776
Mattern Wealth Management
Kansas
$265K -$8.11K -118 -3%
AMG
777
Advisors Management Group
Wisconsin
$265K -$7.56K -110 -3%
FCA
778
FLC Capital Advisors
California
$264K -$39.1K -568 -13%
GP
779
Girard Partners
Pennsylvania
$264K -$16.7K -243 -6%
SFG
780
Summit Financial Group
West Virginia
$264K +$34.5K +501 +16%
PCIA
781
Prime Capital Investment Advisors
Kansas
$264K +$254K +3,687 New
SMC
782
Smith, Moore & Co
Missouri
$263K +$12.7K +185 +5%
MA
783
MBA Advisors
Pennsylvania
$262K -$8.04K -117 -3%
RBCM
784
Raub Brock Capital Management
California
$261K -$8.87K -129 -3%
BA
785
Bennicas & Associates
California
$261K -$8.04K -117 -3%
SCM
786
Shelton Capital Management
Colorado
$261K +$251K +3,643 New
CIM
787
Cambria Investment Management
California
$258K -$10.5K -152 -4%
DU
788
Delphia (USA)
Ontario, Canada
$258K +$248K +3,609 New
SWM
789
Silverlake Wealth Management
Vermont
$258K +$248K +3,600 New
MA
790
Montag & Associates
Georgia
$257K -$8.94K -130 -3%
GBT
791
Grove Bank & Trust
Florida
$256K +$1.58K +23 +0.6%
WMS
792
Wealth Management Solutions
Pennsylvania
$255K +$245K +3,568 New
FG
793
Fiduciary Group
Georgia
$254K -$18K -262 -7%
CFA
794
Carroll Financial Associates
North Carolina
$253K -$8.32K -121 -3%
ICG
795
InterOcean Capital Group
Tennessee
$253K +$243K +3,538 New
EM
796
Excalibur Management
Massachusetts
$252K +$242K +3,515 New
FCI
797
Financial Counselors Inc
Kansas
$251K -$402K -5,840 -62%
Jones Financial Companies
798
Jones Financial Companies
Missouri
$251K +$48.9K +711 +25%
TNA
799
True North Advisors
Texas
$251K +$242K +3,514 New
CIA
800
Cladis Investment Advisory
Montana
$251K +$241K +3,500 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.