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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
SIAP
1076
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K +$69 +1 +11%
IWP
1077
IAG Wealth Partners
Wisconsin
$1K +$1.03K +15 New
TWP
1078
TFO Wealth Partners
Ohio
$1K +$1.03K +15 New
HT
1079
HighTower Trust
Texas
$843 +$251K +3,649 +43%
FSWA
1080
Financial Synergies Wealth Advisors
Texas
$478 +$481 +7 New
BPC
1081
Banque Pictet & Cie
Switzerland
$440 +$442K +6,440 New
BRWM
1082
B. Riley Wealth Management
Tennessee
$332 +$334K +4,864 New
IAIM
1083
International Assets Investment Management
Florida
$282 -$35.6K -518 -11%
MGIM
1084
M&G Investment Management
United Kingdom
$241 -$83.4K -1,214 -25%
RDIA
1085
RE Dickinson Investment Advisors
Iowa
$7
NSLI
1086
Nan Shan Life Insurance
Taiwan
-$75.1M -1,083,287 Closed
WHRC
1087
W.H. Reaves & Co
New Jersey
-$51M -735,450 Closed
RIM
1088
Rush Island Management
New York
-$20M -289,194 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
1089
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$17.5M -252,800 Closed
AIMCA
1090
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$12.8M -184,037 Closed
HWC
1091
Hill Winds Capital
New York
-$10M -145,000 Closed
LSV Asset Management
1092
LSV Asset Management
Illinois
-$8.58M -123,873 Closed
Two Sigma Investments
1093
Two Sigma Investments
New York
-$6.39M -92,245 Closed
AWA
1094
Aaron Wealth Advisors
Illinois
-$1.33M -92,030 Closed
HF
1095
HRT Financial
New York
-$6.04M -87,226 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1096
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$5.72M -82,514 Closed
MSL
1097
Mackay Shields LLC
New York
-$5.6M -80,751 Closed
IIM
1098
Intact Investment Management
Quebec, Canada
-$4.72M -68,100 Closed
Wolverine Trading
1099
Wolverine Trading
Illinois
-$4.62M -67,224 Closed
ACI
1100
AMP Capital Investors
Australia
-$4.58M -66,064 Closed

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.