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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
GC
1001
Gould Capital
Washington
$22K +$21.2K +309 New
SCM
1002
Silvant Capital Management
Georgia
$21K -$619 -9 -3%
SC
1003
Seldon Capital
California
$21K +$20.2K +294 New
RMC
1004
Resources Management Corp
Connecticut
$21K +$20.3K +295 New
OF
1005
Outfitter Financial
Maine
$21K +$20.6K +300 New
TAM
1006
Tucker Asset Management
Colorado
$20.1K +$13.5K +197 +237%
NL
1007
NVWM LLC
Pennsylvania
$20K -$50.3K -731 -73%
FHA
1008
First Horizon Advisors
Tennessee
$20K -$1.44K -21 -7%
CB
1009
Community Bank
New York
$20K -$619 -9 -3%
PCTC
1010
Perkins Coie Trust Company
Washington
$20K -$619 -9 -3%
SAM
1011
Strategic Asset Management
Minnesota
$20K +$19.4K +282 New
MW
1012
Milestone Wealth
New York
$20K +$19.6K +285 New
PFA
1013
Professional Financial Advisors
Nebraska
$19K -$550 -8 -3%
CA
1014
Centerpoint Advisors
Massachusetts
$19K +$18.6K +270 New
SWA
1015
SOA Wealth Advisors
New York
$18K -$344 -5 -2%
BWA
1016
BDO Wealth Advisors
Florida
$18K +$1.03K +15 +7%
CF
1017
Concorde Financial
Texas
$18K +$17.4K +253 New
EARNEST Partners
1018
EARNEST Partners
Georgia
$17K +$4.68K +68 +40%
FFA
1019
Freedman Financial Associates
Massachusetts
$16K +$15K +218 New
RE
1020
RBC Europe
United Kingdom
$15K -$16.4K -239 -54%
KA
1021
Kozak & Associates
Colorado
$15K -$275 -4 -2%
CAL
1022
Capital Advisors Ltd
Ohio
$15K +$206 +3 +1%
FCT
1023
First Community Trust
Iowa
$14.3K +$13.8K +200 New
LWP
1024
Lumature Wealth Partners
Georgia
$14K -$3.92K -57 -22%
FMB
1025
Field & Main Bank
Kentucky
$14K -$413 -6 -3%

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.