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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
RMC
1001
Resources Management Corp
Connecticut
$20K
SC
1002
Seldon Capital
California
$20K
MW
1003
Milestone Wealth
New York
$19K
FMB
1004
Field & Main Bank
Kentucky
$19K +$5.84K +85 +43%
MIM
1005
Macroview Investment Management
Maryland
$19K +$19.1K +278 New
CA
1006
Centerpoint Advisors
Massachusetts
$18K
PFA
1007
Professional Financial Advisors
Nebraska
$18K
FMP
1008
Financial Management Professionals
Texas
$18K +$4.05K +59 +29%
FCB
1009
First Command Bank
Texas
$18K +$18.2K +265 New
FCFS
1010
First Command Financial Services
Texas
$18K +$18.2K +265 New
SWA
1011
SOA Wealth Advisors
New York
$17K +$137 +2 +0.8%
CA
1012
Crewe Advisors
Utah
$17K +$16.9K +246 New
SWA
1013
Sutton Wealth Advisors
Florida
$16.2K +$3.44K +50 +27%
EARNEST Partners
1014
EARNEST Partners
Georgia
$16K
IHWM
1015
Iron Horse Wealth Management
Iowa
$16K +$206 +3 +1%
KA
1016
Kozak & Associates
Colorado
$16K +$275 +4 +2%
SCA
1017
Stonebridge Capital Advisors
Minnesota
$16K +$8.45K +123 +106%
BWA
1018
BDO Wealth Advisors
Florida
$15K
CAL
1019
Capital Advisors Ltd
Ohio
$14K
FCT
1020
First Community Trust
Iowa
$14K
HC
1021
Hoese & Co
Minnesota
$14K
RE
1022
RBC Europe
United Kingdom
$14K
TCWA
1023
Ten Capital Wealth Advisors
Washington
$14K +$14K +204 New
MA
1024
MUFG Americas
New York
$12K -$41.2K -600 -77%
HNWAG
1025
High Net Worth Advisory Group
Florida
$12K

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.