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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
Adage Capital Partners
76
Adage Capital Partners
Massachusetts
$43.2M -$23.7M -344,373 -36%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$42.6M +$16.3M +237,608 +67%
ORIO
78
Old Republic International (ORI)
Illinois
$42.2M -$1.3M -18,880 -3%
Mitsubishi UFJ Asset Management
79
Mitsubishi UFJ Asset Management
Japan
$40.9M +$11.5M +166,901 +41%
Osaic Holdings
80
Osaic Holdings
Arizona
$40.8M +$3.96M +57,550 +11%
Truist Financial
81
Truist Financial
North Carolina
$40.3M +$4.83M +70,308 +14%
Balyasny Asset Management
82
Balyasny Asset Management
Illinois
$40M -$2.77M -40,345 -7%
WCP
83
Waterfront Capital Partners
New York
$39.2M +$37.7M +547,668 New
Aviva
84
Aviva
United Kingdom
$35.6M +$2.84M +41,260 +9%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$35M +$4.79M +69,707 +17%
Stifel Financial
86
Stifel Financial
Missouri
$34.9M +$831K +12,082 +3%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$34.7M +$11M +160,071 +49%
Macquarie Group
88
Macquarie Group
Australia
$34.2M +$10.4M +150,677 +45%
ERSOT
89
Employees Retirement System of Texas
Texas
$33.7M +$13.4M +194,642 +71%
SC
90
Sasco Capital
Connecticut
$33.5M +$32.2M +468,331 New
Retirement Systems of Alabama
91
Retirement Systems of Alabama
Alabama
$32.3M +$3.46M +50,319 +13%
Victory Capital Management
92
Victory Capital Management
Texas
$31.4M +$3.02M +43,872 +11%
PAMS
93
Pictet Asset Management (Switzerland)
Switzerland
$31.3M +$7.44M +108,169 +33%
Axa
94
Axa
France
$31.1M +$1.3M +18,906 +5%
Toronto Dominion Bank
95
Toronto Dominion Bank
Ontario, Canada
$28.3M -$6.26M -91,035 -19%
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$27.7M +$5.31M +77,160 +24%
Nordea Investment Management
97
Nordea Investment Management
Sweden
$26.8M +$4.36M +63,345 +20%
SOADOR
98
State of Alaska Department of Revenue
Alaska
$26.6M +$6.98M +101,492 +38%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$26.1M +$5.53M +80,400 +28%
UB
100
UMB Bank
Missouri
$25.4M +$2.65M +38,514 +12%

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.