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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
GCA
851
Genesee Capital Advisors
New York
$205K +$197K +2,867 New
CBT
852
CoreFirst Bank & Trust
Kansas
$204K +$27.1K +394 +16%
WWMSC
853
Wagner Wealth Management (South Carolina)
South Carolina
$204K +$170K +2,472 +644%
TWM
854
TMD Wealth Management
Arizona
$204K +$196K +2,846 New
IFG
855
Investors Financial Group
Minnesota
$203K +$195K +2,836 New
RI
856
Ridgewood Investments
New Jersey
$203K +$195K +2,839 New
RB
857
Renasant Bank
Mississippi
$202K +$194K +2,821 New
BRWM
858
B. Riley Wealth Management
Tennessee
$201K +$193K +2,806 New
MOS
859
MGO One Seven
Ohio
$200K +$192K +2,790 New
KWS
860
Keystone Wealth Services
California
$200K +$192K +2,797 New
AFM
861
Abbot Financial Management
Massachusetts
$200K +$193K +2,800 New
BEI
862
Benjamin Edwards Inc
Missouri
$198K -$756K -10,999 -80%
WFS
863
Widmann Financial Services
Maryland
$195K +$187K +2,724 New
DWMG
864
DB Wealth Management Group
California
$190K -$5.84K -85 -3%
ED
865
Exane Derivatives
France
$186K +$173K +2,519 +2,999%
MIFH
866
Migdal Insurance & Financial Holdings
Israel
$185K -$16.1K -234 -8%
FCMT
867
Founders Capital Management (Texas)
Texas
$185K -$5.71K -83 -3%
EIP
868
Ellis Investment Partners
Pennsylvania
$179K -$3.65K -53 -2%
FDCDDQ
869
Federation des caisses Desjardins du Quebec
Quebec, Canada
$178K +$85.9K +1,249 +101%
PCM
870
Penserra Capital Management
California
$176K +$73.2K +1,065 +76%
SSC
871
Syverson Strege & Co
Iowa
$174K -$4.61K -67 -3%
PCG
872
Private Capital Group
Connecticut
$168K +$28.9K +421 +22%
AIP
873
Ahrens Investment Partners
Louisiana
$166K +$160K +2,325 New
CT
874
Caldwell Trust
Florida
$165K -$5.09K -74 -3%
JMF
875
Johnson Midwest Financial
Iowa
$162K -$550 -8 -0.4%

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.