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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
SIC
926
Salem Investment Counselors
North Carolina
$77K -$1.58K -23 -2%
CT
927
Cambridge Trust
Massachusetts
$76K +$73K +1,062 New
Parallax Volatility Advisers
928
Parallax Volatility Advisers
California
$74K -$776K -11,279 -92%
BAM
929
Bellevue Asset Management
Washington
$74K +$28.3K +412 +67%
RFA
930
Reilly Financial Advisors
California
$73K +$4.68K +68 +7%
ETI
931
Enterprise Trust & Investment
California
$72K -$2.2K -32 -3%
SA
932
SRH Advisors
Kansas
$72K -$2.2K -32 -3%
TWM
933
Tradition Wealth Management
Minnesota
$69K +$24.1K +350 +58%
C
934
Covestor
United Kingdom
$69K +$66K +960 New
CBOR
935
Community Bank of Raymore
Missouri
$69K +$37.6M +546,752 +129%
AWM
936
Accel Wealth Management
Iowa
$67K +$64.6K +940 New
AS
937
Altshuler Shaham
Israel
$66K +$63.2K +919 New
JWA
938
JFS Wealth Advisors
Pennsylvania
$65K -$48.4K -704 -44%
IRC
939
Investors Research Corp
Georgia
$64K +$28.1K +408 +85%
PMFA
940
Plante Moran Financial Advisors
Michigan
$63K -$24.5K -356 -29%
MMG
941
Monetary Management Group
Missouri
$62K -$1.93K -28 -3%
ONST
942
Old North State Trust
North Carolina
$62K +$23.4K +341 +65%
TSWM
943
Tyler-Stone Wealth Management
Ohio
$57K +$55K +800 New
AWM
944
Activest Wealth Management
Florida
$56K -$1.72K -25 -3%
EWA
945
EverSource Wealth Advisors
Alabama
$56K +$53.6K +780 New
AG
946
AIA Group
Hong Kong
$56K +$53.7K +781 New
KFS
947
Kelly Financial Services
Massachusetts
$54.6K +$25.3K +368 +93%
OCM
948
Orion Capital Management
California
$50K -$1.51K -22 -3%
ST
949
Smithfield Trust
Pennsylvania
$50K -$1.51K -22 -3%
CI
950
Carroll Investors
South Carolina
$50K +$48.4K +704 New

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.