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Realty Income

929 hedge funds and large institutions have $18.6B invested in Realty Income in 2021 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 434 increasing their positions, 230 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 230

84% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 68

17% more call options, than puts

Call options by funds: $125M | Put options by funds: $107M

10% more capital invested

Capital invested by funds: $16.9B → $18.6B (+$1.7B)

6% more funds holding

Funds holding: 877929 (+52)

3.39% more ownership

Funds ownership: 73.48%76.87% (+3.4%)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
929
Holders Change
+52
Holders Change %
+5.93%
% of All Funds
16.17%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
125
Increased
434
Reduced
230
Closed
68
Calls
$125M
Puts
$107M
Net Calls
+$17.8M
Net Calls Change
-$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CTB
901
Country Trust Bank
Illinois
$5K
FI
902
FormulaFolio Investments
Michigan
$5K
HS
903
Horan Securities
United States
$5K
GAM
904
Gemmer Asset Management
California
$4K -$3.75K -57 -50%
EW
905
Evoke Wealth
California
$4K -$197 -3 -4%
FMTCOCP
906
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K
CWC
907
Carolinas Wealth Consulting
North Carolina
$4K +$854 +13 +31%
ACM
908
AUA Capital Management
Pennsylvania
$4K +$1.05K +16 +31%
PWP
909
Personal Wealth Partners
Minnesota
$4K +$4.07K +62 New
APC
910
Aspire Private Capital
North Carolina
$3K -$2.76K -42 Closed
PFPT
911
Pinnacle Financial Partners (Tennessee)
Tennessee
$3K
SC
912
Sawyer & Company
Massachusetts
$3K
EBA
913
Eagle Bay Advisors
New York
$3K +$2.5K +38 New
PWA
914
Pinnacle Wealth Advisors
Tennessee
$3K +$3.02K +46 New
KFP
915
KB Financial Partners
New Jersey
$2K
PWMG
916
Prestige Wealth Management Group
New Jersey
$2K
FIA
917
FNY Investment Advisers
New York
$1K -$1.31K -20 -54%
HI
918
Hudock Inc
Pennsylvania
$1K
TFM
919
TFC Financial Management
Massachusetts
$1K
TFGT
920
TS Financial Group (TSFG)
Illinois
$1K +$197 +3 New
SIM
921
Sentry Investment Management
Wisconsin
$1K +$1.45K +22 New
ED
922
Exane Derivatives
France
$616
WIM
923
Westside Investment Management
California
$417
MA
924
MBA Advisors
Pennsylvania
$241 +$20.3K +309 +9%
H
925
HoyleCohen
California
$209 +$212K +3,231 New

O Hedge Fund Activity: Q2 2021 in Review

929 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q2 2021, worth a combined $18.6B — up 10% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new O positions and 68 closed out — a net gain of 57 holders — while 434 added to existing stakes and 230 trimmed.

The largest buyer was APG Asset Management US, adding an estimated $201M. The largest seller was Resolution Capital, exiting entirely with an estimated $247M sold.

  • 929 institutional investors held Realty Income (O) as of Q2 2021, up from 877 in Q1 2021.
  • Funds reported $18.6B of Realty Income stock for Q2 2021, up 10% quarter-over-quarter.
  • 125 funds opened new Realty Income positions in Q2 2021 and 68 closed out, a net change of +57 holders.
  • The largest Realty Income buyer in Q2 2021 was APG Asset Management US, an estimated $201M added.
  • The largest Realty Income seller in Q2 2021 was Resolution Capital, an estimated $247M sold.

Based on aggregated 13F filings for Q2 2021.