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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
NWM
851
Northwest Wealth Management
Iowa
$210K +$211K +3,078 New
TNB
852
Thomasville National Bank
Georgia
$209K +$5.15K +75 +3%
CWM
853
Cornerstone Wealth Management
Missouri
$209K +$210K +3,056 New
RI
854
Ridgewood Investments
New Jersey
$208K +$7.35K +107 +4%
ATIA
855
American Trust Investment Advisors
New Hampshire
$208K +$209K +3,045 New
MW
856
Marcum Wealth
Ohio
$207K +$209K +3,039 New
BCCM
857
Bridge Creek Capital Management
Massachusetts
$205K
TA
858
TrueWealth Advisors
Alabama
$205K
CF
859
Cantor Fitzgerald
New York
$205K +$206K +3,000 New
FPAS
860
Focus Partners Advisor Solutions
Missouri
$204K +$3.3K +48 +2%
KWS
861
Keystone Wealth Services
California
$204K +$4.81K +70 +2%
LW
862
Linscomb Wealth
Texas
$202K
WMS
863
Wealth Management Solutions
Pennsylvania
$200K +$343 +5 +0.2%
CBT
864
CoreFirst Bank & Trust
Kansas
$195K
PCM
865
Penserra Capital Management
California
$190K +$8.59K +125 +5%
FCMT
866
Founders Capital Management (Texas)
Texas
$185K +$9.27K +135 +5%
CSS
867
Cubist Systematic Strategies
Connecticut
$183K -$3.35M -48,763 -95%
SSC
868
Syverson Strege & Co
Iowa
$182K +$14.6K +212 +9%
DWMG
869
DB Wealth Management Group
California
$181K
CWC
870
Carolinas Wealth Consulting
North Carolina
$178K +$1.72K +25 +1%
EIP
871
Ellis Investment Partners
Pennsylvania
$174K +$1.99K +29 +1%
CT
872
Caldwell Trust
Florida
$171K
National Bank of Canada
873
National Bank of Canada
Quebec, Canada
$169K +$4.81K +70 +3%
JMF
874
Johnson Midwest Financial
Iowa
$164K +$8.59K +125 +5%
BEI
875
Benjamin Edwards Inc
Missouri
$160K -$17.9K -260 -10%

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.