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Realty Income

929 hedge funds and large institutions have $18.6B invested in Realty Income in 2021 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 434 increasing their positions, 230 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 230

84% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 68

17% more call options, than puts

Call options by funds: $125M | Put options by funds: $107M

10% more capital invested

Capital invested by funds: $16.9B → $18.6B (+$1.7B)

6% more funds holding

Funds holding: 877929 (+52)

3.39% more ownership

Funds ownership: 73.48%76.87% (+3.4%)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
929
Holders Change
+52
Holders Change %
+5.93%
% of All Funds
16.17%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
125
Increased
434
Reduced
230
Closed
68
Calls
$125M
Puts
$107M
Net Calls
+$17.8M
Net Calls Change
-$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MS
976
Maven Securities
Jersey
-$99.5K -1,515 Closed
MF
977
Manchester Financial
California
-$79K -1,290 Closed
EWM
978
Elmwood Wealth Management
California
-$77K -1,250 Closed
AIC
979
Archer Investment Corporation
Indiana
-$60.9K -990 Closed
APWM
980
Atlas Private Wealth Management
New York
-$58K -936 Closed
ADIM
981
Alpha DNA Investment Management
Maryland
-$51K -853 Closed
SIAP
982
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$40.7K -620 -100%
MWM
983
Mascoma Wealth Management
New Hampshire
-$24K -389 Closed
HFS
984
Hantz Financial Services
Michigan
-$23K -376 Closed
LGWM
985
Litman Gregory Wealth Management
California
-$20K -329 Closed
TCWM
986
Total Clarity Wealth Management
Illinois
-$20K -320 Closed
BBHC
987
Brown Brothers Harriman & Co
New York
-$18 -299 Closed
MLFP
988
MPS Loria Financial Planners
Illinois
-$14K -239 Closed
RWG
989
Regal Wealth Group
California
-$14K -227 Closed
MWP
990
Meridian Wealth Partners
Pennsylvania
-$9K -139 Closed
HI
991
Hoey Investments
Pennsylvania
-$6K -96 Closed
PCIA
992
Prime Capital Investment Advisors
Kansas
-$3K -53 Closed
WCM
993
Wealthcare Capital Management
Virginia
-$3K -45 Closed
GCL
994
Glazer Capital LLC
New York
+$66 +1 New
CWA
995
Carolina Wealth Advisors
South Carolina
+$394 +6 New
LWM
996
Liberty Wealth Management
California
+$21.2K +323 New

O Hedge Fund Activity: Q2 2021 in Review

929 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q2 2021, worth a combined $18.6B — up 10% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new O positions and 68 closed out — a net gain of 57 holders — while 434 added to existing stakes and 230 trimmed.

The largest buyer was APG Asset Management US, adding an estimated $201M. The largest seller was Resolution Capital, exiting entirely with an estimated $247M sold.

  • 929 institutional investors held Realty Income (O) as of Q2 2021, up from 877 in Q1 2021.
  • Funds reported $18.6B of Realty Income stock for Q2 2021, up 10% quarter-over-quarter.
  • 125 funds opened new Realty Income positions in Q2 2021 and 68 closed out, a net change of +57 holders.
  • The largest Realty Income buyer in Q2 2021 was APG Asset Management US, an estimated $201M added.
  • The largest Realty Income seller in Q2 2021 was Resolution Capital, an estimated $247M sold.

Based on aggregated 13F filings for Q2 2021.