Realty Income
1,116 hedge funds and large institutions have $34.4B invested in Realty Income in 2022 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 496 increasing their positions, 326 reducing their positions, and 91 closing their positions.
74% more first-time investments, than exits
New positions opened: 158 | Existing positions closed: 91
52% more repeat investments, than reductions
Existing positions increased: 496 | Existing positions reduced: 326
34% more call options, than puts
Call options by funds: $193M | Put options by funds: $144M
15% more capital invested
Capital invested by funds: $29.8B → $34.4B (+$4.51B)
14% more funds holding in top 10
Funds holding in top 10: 14 → 16 (+2)
4% more funds holding
Funds holding: 1,075 → 1,116 (+41)
2.67% more ownership
Funds ownership: 83.05% → 85.72% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$317M |
| 2 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$272M |
| 3 |
State Street
Boston,
Massachusetts
|
+$197M |
| 4 |
Morgan Stanley
New York
|
+$141M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$139M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$118M |
| 2 |
ZP
Zimmer Partners
New York
|
-$71.6M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$70.6M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$46.5M |
| 5 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$44.5M |
O Hedge Fund Activity: Q4 2022 in Review
1,116 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q4 2022, worth a combined $34.4B — up 15% from $29.8B a quarter earlier.
Buyers outnumbered sellers: 158 funds opened new O positions and 91 closed out — a net gain of 67 holders — while 496 added to existing stakes and 326 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $317M. The largest seller was Deutsche Bank, cutting an estimated $118M.
- 1,116 institutional investors held Realty Income (O) as of Q4 2022, up from 1,075 in Q3 2022.
- Funds reported $34.4B of Realty Income stock for Q4 2022, up 15% quarter-over-quarter.
- 158 funds opened new Realty Income positions in Q4 2022 and 91 closed out, a net change of +67 holders.
- The largest Realty Income buyer in Q4 2022 was Cohen & Steers, an estimated $317M added.
- The largest Realty Income seller in Q4 2022 was Deutsche Bank, an estimated $118M sold.
Based on aggregated 13F filings for Q4 2022.