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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
TSA
1151
Tri-Star Advisors
Texas
-$208K -3,076 Closed
1832 Asset Management
1152
1832 Asset Management
Ontario, Canada
-$185K -2,867 Closed
NIM
1153
NuWave Investment Management
New Jersey
-$64K -1,024 Closed
LWM
1154
Liberty Wealth Management
California
-$67K -1,008 Closed
PWA
1155
Phoenix Wealth Advisors
North Carolina
-$62K -980 Closed
JCM
1156
Jacobi Capital Management
Pennsylvania
-$51K -807 Closed
CI
1157
CX Institutional
Indiana
-$50K -797 Closed
PH
1158
Pinnacle Holdings
Oklahoma
-$45.1K -718 Closed
AIM
1159
Achmea Investment Management
Netherlands
-$30K -485 Closed
CAGAS
1160
Capital Advisory Group Advisory Services
Minnesota
-$28K -444 Closed
KIG
1161
Kowal Investment Group
Wisconsin
-$24K -375 Closed
TVWM
1162
Tower View Wealth Management
Wisconsin
-$19K -310 Closed
RCA
1163
Ranch Capital Advisors
Florida
-$19K -305 Closed
FCM
1164
Firestone Capital Management
Florida
-$18K -284 Closed
APWA
1165
Atlas Private Wealth Advisors
New Jersey
-$13K -206 Closed
TAIM
1166
TD Ameritrade Investment Management
Nebraska
-$8K -140 Closed
DOA
1167
D'Orazio & Associates
Virginia
-$6K -92 Closed
OSNBOA
1168
Old Second National Bank of Aurora
Illinois
-$4K -60 Closed
FEG
1169
Financial Enhancement Group
Indiana
-$3K -49 Closed
SIAP
1170
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$3.16K -46 -87%
SC
1171
Sawyer & Company
Massachusetts
-$3K -40 Closed
BHWM
1172
Bay Harbor Wealth Management
Maryland
-$2K -31 Closed
FCFS
1173
First Command Financial Services
Texas
-$2K -29 Closed
FGAM
1174
Financial Gravity Asset Management
Texas
-$65K -4 Closed
GKWIM
1175
Gerber Kawasaki Wealth & Investment Management
California
-$3K -3 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.