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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
HS
1051
Horan Securities
United States
$5K
POIA
1052
Pin Oak Investment Advisors
Texas
$5K
CI Investments Inc
1053
CI Investments Inc
Ontario, Canada
$5K +$275 +4 +6%
CAM
1054
Costello Asset Management
Pennsylvania
$5K +$962 +14 +23%
CTB
1055
Country Trust Bank
Illinois
$4K
FMTCOCP
1056
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K
GKIM
1057
GW&K Investment Management
Massachusetts
$4K +$1.65K +24 +83%
HWMA
1058
Heritage Wealth Management (Arizona)
Arizona
$3.75K -$16.8K -245 -82%
ACA
1059
Atlas Capital Advisors
Wyoming
$3.34K +$3.37K +49 New
EBA
1060
Eagle Bay Advisors
New York
$3.28K +$3.3K +48 New
EWM
1061
Evermay Wealth Management
Virginia
$3K -$31.2K -454 -91%
EWM
1062
Endurance Wealth Management
Rhode Island
$3K
PPWM
1063
PFG Private Wealth Management
Florida
$3K
PFPT
1064
Pinnacle Financial Partners (Tennessee)
Tennessee
$3K
PWMG
1065
Prestige Wealth Management Group
New Jersey
$3K
IAMOG
1066
Investors Asset Management of Georgia
Georgia
$3K +$3.37K +49 New
CWM
1067
CarsonAllaria Wealth Management
Illinois
$2K
KFP
1068
KB Financial Partners
New Jersey
$2K
PCA
1069
Providence Capital Advisors
North Carolina
$2K
LSA
1070
Leonteq Securities AG
Switzerland
$1.5K -$26K -379 -95%
BA
1071
Bivin & Associates
Oklahoma
$1K
GC
1072
Gould Capital
Washington
$1K
STCOSD
1073
Sageworth Trust Company of South Dakota
South Dakota
$1K
S
1074
Surevest
California
$1K
TFM
1075
TFC Financial Management
Massachusetts
$1K

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.