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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
BC
876
Bartlett & Co
Ohio
$156K +$412 +6 +0.3%
BCWM
877
Bartlett & Co Wealth Management
Ohio
$156K +$412 +6 +0.3%
WT
878
Whittier Trust
California
$153K +$2.4K +35 +2%
BSB
879
Bangor Savings Bank
Maine
$152K +$154K +2,235 New
PAI
880
Pittenger & Anderson Inc
Nebraska
$151K +$77.8K +1,133 +105%
WTA
881
Washington Trust Advisors
Massachusetts
$149K
TF
882
Tompkins Financial
New York
$148K
CSB
883
City State Bank
Iowa
$145K
AIP
884
Ahrens Investment Partners
Louisiana
$140K -$65.3K -951 -32%
HCP
885
Hexagon Capital Partners
Arkansas
$140K
FRA
886
Front Row Advisors
California
$138K
FP
887
Financial Perspectives
Minnesota
$137K
SA
888
SRH Advisors
Kansas
$137K +$68.7K +1,000 +100%
ST
889
Sageworth Trust
Pennsylvania
$137K +$138K +2,004 New
M
890
MOTCO
Texas
$130K +$893 +13 +0.7%
BWM
891
Baystate Wealth Management
Massachusetts
$128K +$116K +1,692 +945%
CWA
892
Clearview Wealth Advisors
Oregon
$118K -$4.88K -71 -4%
HI
893
Hudock Inc
Pennsylvania
$109K +$18.3K +267 +20%
CWM
894
Curi Wealth Management
North Carolina
$109K +$66.6K +970 +153%
HPC
895
HM Payson & Co
Maine
$108K
CTC
896
Central Trust Company
Missouri
$107K
SIS
897
Sound Income Strategies
Florida
$107K +$1.44K +21 +1%
SIC
898
Salem Investment Counselors
North Carolina
$107K +$14.6K +213 +16%
VCM
899
Versant Capital Management
Arizona
$105K +$1.58K +23 +2%
GLLW
900
Graves Light Lenhart Wealth
Virginia
$102K +$343 +5 +0.3%

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.