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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
MF
1126
Magnetar Financial
Illinois
-$416K -6,619 Closed
BWA
1127
Beam Wealth Advisors
Louisiana
-$404K -6,432 Closed
TW
1128
TrinityPoint Wealth
Connecticut
-$389K -6,193 Closed
ACM
1129
Alethea Capital Management
Washington
-$341K -5,432 Closed
PG
1130
Pendal Group
Australia
-$329K -5,232 Closed
SSG
1131
Summit Securities Group
New York
-$311K -4,954 Closed
FRM
1132
Fox Run Management
Connecticut
-$304K -4,840 Closed
BC
1133
Bridgefront Capital
Texas
-$288K -4,589 Closed
PBF
1134
Petix & Botte Financial
California
-$286K -4,541 Closed
SAM
1135
Strategy Asset Managers
California
-$283K -4,503 Closed
DC
1136
Diametric Capital
Massachusetts
-$282K -4,483 Closed
SWP
1137
Strategic Wealth Partners
Ohio
-$262K -4,172 Closed
I
1138
INVST
Indiana
-$256K -4,068 Closed
WA
1139
WESPAC Advisors
California
-$241K -3,833 Closed
MAM
1140
Meeder Asset Management
Ohio
-$236K -3,751 Closed
SSA
1141
Schonfeld Strategic Advisors
New York
-$232K -3,697 Closed
DTL
1142
Dynamic Technology Lab
Singapore
-$225K -3,583 Closed
CANY
1143
Caxton Associates (New York)
New York
-$223K -3,544 Closed
GSIS
1144
Global Strategic Investment Solutions
Arizona
-$221K -3,519 Closed
PMA
1145
Prudent Man Advisors
Illinois
-$218K -3,465 Closed
CFG
1146
Cooper Financial Group
California
-$217K -3,446 Closed
KAS
1147
Kestra Advisory Services
Texas
-$208K -3,309 Closed
BCM
1148
Bluefin Capital Management
New York
-$208K -3,302 Closed
BC
1149
Bartlett & Co
Ohio
-$194K -3,091 Closed
BCWM
1150
Bartlett & Co Wealth Management
Ohio
-$195K -3,091 Closed

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.