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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
HWA
976
HHM Wealth Advisors
Tennessee
$32K -$963 -14 -3%
RI
977
Rinkey Investments
California
$32K +$31.6K +459 New
VRS
978
Virginia Retirement Systems
Virginia
$31.4K +$5.31M +77,182 +21%
GWS
979
Glassman Wealth Services
Virginia
$30K -$1.72K -25 -6%
HFA
980
HC Financial Advisors
California
$30K -$894 -13 -3%
LFA
981
Level Financial Advisors
New York
$30K +$28.9K +420 New
ACM
982
Antonetti Capital Management
Florida
$29K -$894 -13 -3%
TIM
983
Tortoise Investment Management
New York
$29K -$894 -13 -3%
PK
984
Pflug Koory
Nebraska
$28K -$894 -13 -3%
MWM
985
Mascoma Wealth Management
New Hampshire
$27K -$894 -13 -3%
VNA
986
Valley National Advisers
Pennsylvania
$27K -$825 -12 -3%
GWSG
987
GPS Wealth Strategies Group
Colorado
$27K +$16K +232 +167%
TWC
988
TD Waterhouse Canada
Ontario, Canada
$26.7K +$25.4K +370 New
PFBT
989
Parkside Financial Bank & Trust
Missouri
$26K +$9.7K +141 +65%
KTC
990
Kistler-Tiffany Companies
Pennsylvania
$25K -$550 -8 -2%
BIA
991
Bell Investment Advisors
California
$25K +$481 +7 +2%
EPM
992
Equitec Proprietary Markets
Illinois
$25K +$23.9K +348 New
BHWM
993
Beaird Harris Wealth Management
Texas
$25K +$24.1K +351 New
CFRPA
994
Castle Financial & Retirement Planning Associates
New Jersey
$25K +$25.1K +365 New
AA
995
AlphaMark Advisors
Kentucky
$24K -$756 -11 -3%
MSFP
996
Mark Sheptoff Financial Planning
Connecticut
$24K -$756 -11 -3%
BFC
997
Bedel Financial Consulting
Indiana
$23K -$688 -10 -3%
AFG
998
Albion Financial Group
Utah
$23K -$413 -6 -2%
EW
999
Evoke Wealth
California
$23K +$18.2K +264 +419%
DFCM
1000
Dark Forest Capital Management
Puerto Rico
$22K -$117K -1,704 -85%

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.