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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
CT
926
Cambridge Trust
Massachusetts
$72K
BAM
927
Bellevue Asset Management
Washington
$71K
BWP
928
Baldwin Wealth Partners
Massachusetts
$68K -$13.7K -200 -17%
ETI
929
Enterprise Trust & Investment
California
$68K
IRC
930
Investors Research Corp
Georgia
$68K
AWM
931
Accel Wealth Management
Iowa
$67K +$687 +10 +1%
PCTC
932
Perkins Coie Trust Company
Washington
$67K +$47.7K +695 +245%
LS
933
Livforsakringsbolaget Skandia
Sweden
$65K -$158K -2,300 -71%
TWM
934
Tradition Wealth Management
Minnesota
$64K +$69 +1 +0.1%
MHR
935
Matthew Hamilton Rosenberg
$64K +$137 +2 +0.2%
GGI
936
Godsey & Gibb Inc
Virginia
$63K +$63.2K +920 New
AIM
937
Anchor Investment Management
South Carolina
$60.2K +$5.29K +77 +10%
DI
938
Disciplined Investments
Oklahoma
$60K
MMG
939
Monetary Management Group
Missouri
$59K
BBHC
940
Brown Brothers Harriman & Co
New York
$58K +$9.07K +132 +19%
VRM
941
Vectors Research Management
New York
$58K +$10.3K +150 +21%
SFCL
942
Strengthening Families & Communities LLC
Massachusetts
$57K
SCM
943
Silvant Capital Management
Georgia
$55K
TSWM
944
Tyler-Stone Wealth Management
Ohio
$55K
AWM
945
Activest Wealth Management
Florida
$53K
BCMLT
946
Beacon Capital Management LLC (Tennessee)
Tennessee
$53K
KFS
947
Kelly Financial Services
Massachusetts
$52.7K +$275 +4 +0.5%
AS
948
Altshuler Shaham
Israel
$51K -$10.8K -157 -17%
NL
949
NVWM LLC
Pennsylvania
$51K
RIM
950
Rockbridge Investment Management
New York
$49.4K +$9.62K +140 +24%

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.