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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
SC
1026
SouthState Corp
Florida
$11K -$65.5K -954 -85%
TJHA
1027
Thomas J. Herzfeld Advisors
Florida
$11K +$962 +14 +10%
TCM
1028
Tradewinds Capital Management
Washington
$10K -$55.4K -806 -85%
CA
1029
Clearstead Advisors
Ohio
$10K -$10.3K -150 -51%
MCM
1030
MV Capital Management
Maryland
$10K -$2.82K -41 -21%
CHA
1031
Carmichael Hill & Associates
Maryland
$10K
IA
1032
IFS Advisors
Kansas
$10K
SWM
1033
Selective Wealth Management
Virginia
$10K
EW
1034
Evoke Wealth
California
$8K -$481 -7 -6%
GIA
1035
GHP Investment Advisors
Colorado
$8K
WT
1036
Washington Trust
Rhode Island
$8K
WIM
1037
Westside Investment Management
California
$7.33K +$227K +3,300 +917%
BCM
1038
Blume Capital Management
California
$7K -$2.06K -30 -23%
ARMC
1039
American Research & Management Company
Massachusetts
$7K
CFN
1040
Cordasco Financial Network
Florida
$7K
WBC
1041
West Branch Capital
Massachusetts
$7K
ACM
1042
AUA Capital Management
Pennsylvania
$7K +$550 +8 +8%
LF
1043
Lee Financial
Texas
$7K +$3.78K +55 +145%
SFA
1044
Semmax Financial Advisors
North Carolina
$7K +$6.53K +95 New
FBC
1045
Fairfield, Bush & Co
Connecticut
$7K +$6.87K +100 New
FCA
1046
FinTrust Capital Advisors
South Carolina
$6K
OIA
1047
Optimum Investment Advisors
Illinois
$6K
TAM
1048
Tucker Asset Management
Colorado
$5.46K
FGAM
1049
Financial Gravity Asset Management
Texas
$5.36K +$84K +1,223 +1,772%
CPFP
1050
Clear Perspectives Financial Planning
Ohio
$5K

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.