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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
HC
1026
Hoese & Co
Minnesota
$14K -$413 -6 -3%
SFPG
1027
Stonebridge Financial Planning Group
Florida
$14K -$413 -6 -3%
SWA
1028
Sutton Wealth Advisors
Florida
$13.2K -$69 -1 -0.5%
EIM
1029
Essex Investment Management
Massachusetts
$13K -$413 -6 -3%
PCFFS
1030
Pacific Center for Financial Services
California
$13K -$413 -6 -3%
MCM
1031
MV Capital Management
Maryland
$13K +$3.03K +44 +34%
BWM
1032
Baystate Wealth Management
Massachusetts
$13K +$12.2K +177 New
HNWAG
1033
High Net Worth Advisory Group
Florida
$13K +$12.5K +182 New
SWM
1034
Selective Wealth Management
Virginia
$11K -$344 -5 -3%
APC
1035
Aspire Private Capital
North Carolina
$11K +$7.5K +109 +260%
FPWM
1036
FSB Premier Wealth Management
Iowa
$11K +$10.7K +156 New
IA
1037
IFS Advisors
Kansas
$11K +$10.9K +159 New
CHA
1038
Carmichael Hill & Associates
Maryland
$10K -$275 -4 -3%
WT
1039
Washington Trust
Rhode Island
$10K +$1.86K +27 +22%
BCM
1040
Blume Capital Management
California
$9K -$1.72K -25 -16%
CCC
1041
Crescent Capital Consulting
Louisiana
$9K -$275 -4 -3%
MHR
1042
Matthew Hamilton Rosenberg
$9K +$1.86K +27 +29%
RA
1043
Resolute Advisors
California
$8K -$11.8K -171 -61%
CYG
1044
Clean Yield Group
Vermont
$8K -$8.32K -121 -54%
CA
1045
Clearstead Advisors
Ohio
$8K -$7.08K -103 -47%
SCA
1046
Stonebridge Capital Advisors
Minnesota
$8K -$275 -4 -3%
TJHA
1047
Thomas J. Herzfeld Advisors
Florida
$8K +$963 +14 +14%
SQA
1048
Simon Quick Advisors
New Jersey
$7K -$44.3K -644 -87%
ARMC
1049
American Research & Management Company
Massachusetts
$7K -$206 -3 -3%
CFN
1050
Cordasco Financial Network
Florida
$7K -$206 -3 -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.