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Realty Income
O

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: 7 → 14 (+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: 952 → 1,105 (+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

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$1.84B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.82B
3
BlackRock
BlackRock
New York
+$1.21B
4
State Street
State Street
Massachusetts
+$818M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
+$448M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$60.6M
2
HF
HRT Financial
New York
-$43.7M
3
RIM
Rush Island Management
New York
-$36.3M
4
American Century Companies
American Century Companies
Missouri
-$27.3M
5
UBS Group
UBS Group
Switzerland
-$25.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CGH
826
CMG Global Holdings
Texas
$221K +$212K +3,090 New
LW
827
Linscomb Wealth
Texas
$221K +$213K +3,094 New
CT
828
Chicago Trust
Illinois
$220K +$211K +3,063 New
SC
829
Slow Capital
California
$220K +$211K +3,067 New
AR
830
Apeiron RIA
Texas
$220K +$211K +3,075 New
BOH
831
Bank of Hawaii
Hawaii
$220K +$212K +3,080 New
ECM
832
Evergreen Capital Management
Washington
$217K +$208K +3,030 New
TW
833
Transform Wealth
Colorado
$216K +$207K +3,015 New
BCCM
834
Bridge Creek Capital Management
Massachusetts
$215K +$206K +3,000 New
CFIA
835
Cantor Fitzgerald Investment Advisors
New York
$215K +$206K +3,000 New
DWM
836
Destination Wealth Management
California
$215K +$206K +3,000 New
TA
837
TrueWealth Advisors
Alabama
$215K +$206K +3,000 New
FHA
838
Flagship Harbor Advisors
Massachusetts
$214K -$205K -2,977 -50%
TNB
839
Thomasville National Bank
Georgia
$213K +$205K +2,980 New
Simplex Trading
840
Simplex Trading
Illinois
$212K +$205K +2,974 New
SCA
841
SMH Capital Advisors
Texas
$211K +$202K +2,942 New
GT
842
Glenview Trust
Kentucky
$211K +$203K +2,950 New
COCM
843
Charter Oak Capital Management
New Hampshire
$210K -$6.46K -94 -3%
RWP
844
Ridgecrest Wealth Partners
California
$210K +$201K +2,929 New
APP
845
Avantax Planning Partners
Iowa
$209K +$201K +2,923 New
RCM
846
RNC Capital Management
California
$208K -$54.9K -799 -22%
GIM
847
Goelzer Investment Management
Indiana
$208K -$20.6K -299 -9%
AWA
848
Arete Wealth Advisors
Illinois
$208K +$198K +2,883 New
WA
849
WBH Advisory
Maryland
$207K +$199K +2,887 New
CAAS
850
Capital Asset Advisory Services
Michigan
$206K +$197K +2,866 New
32 33
34
35 36

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.