We are live on ! Find out more
O icon

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
HFM
951
Hartford Financial Management
Connecticut
$48K -$5.64K -82 -11%
HRC
952
Hoertkorn Richard Charles
$48K -$1.44K -21 -3%
AIM
953
Anchor Investment Management
South Carolina
$44.9K +$43.1K +627 New
MA
954
MUFG Americas
New York
$43K -$354K -5,143 -90%
PSB
955
Piscataqua Savings Bank
New Hampshire
$43K -$1.31K -19 -3%
KFA
956
Krane Funds Advisors
New York
$42K -$457K -6,646 -92%
1IA
957
1834 Investment Advisors
Wisconsin
$42K -$33.2K -483 -45%
ADL
958
Asset Dedication LLC
California
$42K -$11.3K -165 -22%
CFFP
959
Center for Financial Planning
Michigan
$42K -$1.31K -19 -3%
DI
960
Disciplined Investments
Oklahoma
$42K +$39.9K +580 New
CWM
961
Curi Wealth Management
North Carolina
$42K +$40.9K +595 New
LFG
962
Larson Financial Group
Missouri
$41K +$9.49K +138 +32%
MTIC
963
Missouri Trust & Investment Company
Missouri
$39K +$37.9K +551 New
AIL
964
AGF Investments LLC
Ontario, Canada
$38K -$1.17K -17 -3%
BWL
965
Bogart Wealth LLC
Virginia
$38K +$69 +1 +0.2%
VCM
966
Versant Capital Management
Arizona
$37K +$34.3K +499 +2,772%
CC
967
Corsicana & Co
Texas
$36K -$1.1K -16 -3%
EWM
968
Evermay Wealth Management
Virginia
$36K -$1.1K -16 -3%
PGAM
969
Princeton Global Asset Management
New Jersey
$36K -$1.1K -16 -3%
RIM
970
Rockbridge Investment Management
New York
$36K -$1.1K -16 -3%
Credit Agricole
971
Credit Agricole
France
$36K +$34.2K +498 New
CFO
972
CVA Family Office
Colorado
$36K +$34.3K +499 New
KFI
973
Key Financial Inc
Pennsylvania
$35K -$1.03K -15 -3%
Manulife (Manufacturers Life Insurance)
974
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.6K +$8.47M +123,205 +34%
FQ
975
First Quadrant
California
$33K +$31.8K +462 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.