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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
PB
801
Pinnacle Bancorp
Nebraska
$250K +$2.88K +42 +1%
SDAM
802
Shulman DeMeo Asset Management
New York
$249K +$5.98K +87 +2%
FG
803
Fiduciary Group
Georgia
$248K -$10.2K -149 -4%
MA
804
Montag & Associates
Georgia
$246K
SCM
805
Shelton Capital Management
Colorado
$246K
KWA
806
Kellett Wealth Advisors
Ohio
$246K +$247K +3,600 New
CWMU
807
Caliber Wealth Management (Utah)
Utah
$245K +$246K +3,584 New
ZCA
808
Zeke Capital Advisors
Pennsylvania
$245K +$247K +3,596 New
SIA
809
Schechter Investment Advisors
Michigan
$243K +$245K +3,563 New
FNA
810
First National Advisers
Nebraska
$243K +$245K +3,567 New
PWP
811
Principle Wealth Partners
Connecticut
$242K -$10.7K -156 -4%
JF
812
Jump Financial
Illinois
$241K +$41.2K +600 +20%
WMA
813
Wealth Management Associates
New Jersey
$240K +$4.46K +65 +2%
GG
814
Gofen & Glossberg
Illinois
$240K +$1.99K +29 +0.8%
GL
815
Graypoint LLC
New York
$240K +$31.1K +453 +15%
LIM
816
Leavell Investment Management
Alabama
$238K
SHGA
817
Sand Hill Global Advisors
California
$238K
WIC
818
Woodmont Investment Counsel
Tennessee
$237K -$10.3K -150 -4%
WF
819
Warner Financial
Maryland
$236K
WDA
820
Wendell David Associates
New Hampshire
$236K +$27.5K +400 +13%
FDCDDQ
821
Federation des caisses Desjardins du Quebec
Quebec, Canada
$235K +$79.8K +1,161 +51%
BA
822
Bennicas & Associates
California
$235K
MFG
823
Merit Financial Group
Georgia
$235K +$237K +3,443 New
PMA
824
Prudent Man Advisors
Illinois
$234K
ECM
825
Evergreen Capital Management
Washington
$234K +$236K +3,430 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.