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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
BIP
826
Blueprint Investment Partners
North Carolina
$233K -$37.1K -540 -14%
PI
827
PineBridge Investments
New York
$230K -$4.22M -61,379 -95%
GP
828
Girard Partners
Pennsylvania
$230K -$13.7K -200 -6%
APA
829
Astoria Portfolio Advisors
New York
$229K +$230K +3,348 New
JC
830
Jentner Corp
Ohio
$228K +$2.47K +36 +1%
BRC
831
Bell Rock Capital
Delaware
$228K +$229K +3,335 New
MIFH
832
Migdal Insurance & Financial Holdings
Israel
$226K +$104K +1,509 +84%
PIM
833
Perpetual Investment Management
Australia
$225K
B
834
Bensler
Washington
$224K +$618 +9 +0.3%
NFSG
835
Newbridge Financial Services Group
Florida
$224K -$175K -2,541 -44%
PFM
836
Parsec Financial Management
North Carolina
$223K
PWA
837
Providence Wealth Advisors
Illinois
$223K
BMWM
838
Brown Miller Wealth Management
Virginia
$221K
CI
839
Conning Inc
Connecticut
$219K -$1.17K -17 -0.5%
TWM
840
Titus Wealth Management
California
$219K +$2.2K +32 +1%
SS
841
Sunbelt Securities
Texas
$219K +$221K +3,213 New
MA
842
MBA Advisors
Pennsylvania
$216K
HKIMG
843
Hutchens & Kramer Investment Management Group
Indiana
$216K +$14K +204 +7%
ACM
844
AlphaStar Capital Management
North Carolina
$216K +$217K +3,164 New
AWM
845
Avior Wealth Management
Nebraska
$215K +$2.06K +30 +1%
ZAM
846
Zevin Asset Management
Massachusetts
$214K
RB
847
Renasant Bank
Mississippi
$213K -$45.8K -666 -18%
FIB
848
First Interstate Bank
Montana
$213K +$215K +3,123 New
COCM
849
Charter Oak Capital Management
New Hampshire
$211K
FWA
850
FSM Wealth Advisors
Ohio
$211K +$198K +2,875 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.