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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
ST
951
Smithfield Trust
Pennsylvania
$49K
PCG
952
Private Capital Group
Connecticut
$48K -$114K -1,658 -70%
OCM
953
Orion Capital Management
California
$48K
QPBE
954
Quintet Private Bank (Europe)
Luxembourg
$47.8K +$54.6K +795 New
HFM
955
Hartford Financial Management
Connecticut
$46K
HRC
956
Hoertkorn Richard Charles
$45K
LWCFA
957
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45K
MTIC
958
Missouri Trust & Investment Company
Missouri
$44K
PFBT
959
Parkside Financial Bank & Trust
Missouri
$44K +$17K +248 +64%
WB
960
West Bancorporation
Iowa
$42K
PSB
961
Piscataqua Savings Bank
New Hampshire
$41K
KFI
962
Key Financial Inc
Pennsylvania
$41K +$7.08K +103 +21%
WWP
963
WR Wealth Planners
Missouri
$40.6K +$22.4K +326 +121%
CFFP
964
Center for Financial Planning
Michigan
$40K
LFG
965
Larson Financial Group
Missouri
$39K +$137 +2 +0.4%
1IA
966
1834 Investment Advisors
Wisconsin
$38K
BONH
967
Bank of New Hampshire
New Hampshire
$38K
TWC
968
TD Waterhouse Canada
Ontario, Canada
$37K -$8.38K -122 -19%
BWL
969
Bogart Wealth LLC
Virginia
$36K +$69 +1 +0.2%
CP
970
Castleview Partners
Texas
$34.9K -$99.1K -1,442 -96%
CC
971
Corsicana & Co
Texas
$34K
RTC
972
Riverview Trust Company
Washington
$33K
HWA
973
HHM Wealth Advisors
Tennessee
$31K
PMFA
974
Plante Moran Financial Advisors
Michigan
$31K +$4.53K +66 +17%
PGAM
975
Princeton Global Asset Management
New Jersey
$30K -$4.12K -60 -12%

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.