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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
CAWM
1151
Capital Advisors Wealth Management
Washington
-$205K -2,951 Closed
WA
1152
WBH Advisory
Maryland
-$210K -2,891 Closed
FAG
1153
Fortitude Advisory Group
Washington
-$136K -1,968 Closed
ACM
1154
Adelante Capital Management
California
-$130K -1,895 -16%
AIC
1155
Archer Investment Corporation
Indiana
-$99.4K -1,435 Closed
FFWM
1156
Future Financial Wealth Management
Ohio
-$83K -1,200 Closed
CSIA
1157
Carl Stuart Investment Advisor
Texas
-$552K -796 Closed
AG
1158
AIA Group
Hong Kong
-$54K -781 Closed
CAGAS
1159
Capital Advisory Group Advisory Services
Minnesota
-$50K -721 Closed
CI
1160
Carroll Investors
South Carolina
-$48K -704 Closed
DC
1161
DeDora Capital
California
-$37K -541 Closed
AIL
1162
AGF Investments LLC
Ontario, Canada
-$35K -504 Closed
Credit Agricole
1163
Credit Agricole
France
-$35K -498 Closed
BFC
1164
Bedel Financial Consulting
Indiana
-$23K -326 Closed
HFS
1165
Hantz Financial Services
Michigan
-$15K -223 Closed
FFA
1166
Freedman Financial Associates
Massachusetts
-$15K -218 Closed
EIM
1167
Essex Investment Management
Massachusetts
-$13K -185 Closed
CJL
1168
Cyrus J. Lawrence
New York
-$4K -56 Closed
CDIA
1169
Capital Directions Investment Advisors
Georgia
-$4K -53 Closed
Loomis, Sayles & Company
1170
Loomis, Sayles & Company
Massachusetts
-$2.06K -30 -86%
SC
1171
Sierra Capital
Florida
-$2K -30 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.