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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
ST
101
Sabal Trust
Florida
$24.6M -$168K -2,448 -0.7%
Chevy Chase Trust
102
Chevy Chase Trust
Maryland
$24.4M +$6.41M +93,243 +38%
Fidelity International
103
Fidelity International
Bermuda
$24.1M +$16.2M +236,223 +236%
State of New Jersey Common Pension Fund D
104
State of New Jersey Common Pension Fund D
New Jersey
$23.9M +$6.82M +99,145 +42%
RJFSA
105
Raymond James Financial Services Advisors
Florida
$23.1M +$3.92M +57,025 +21%
American Century Companies
106
American Century Companies
Missouri
$23M -$27.3M -396,844 -55%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$22.4M +$601K +8,736 +3%
D.E. Shaw & Co
108
D.E. Shaw & Co
New York
$21.7M -$17.1M -249,345 -45%
CWM
109
CIBC World Markets
New York
$21.7M +$3.25M +47,198 +18%
DekaBank Deutsche Girozentrale
110
DekaBank Deutsche Girozentrale
Germany
$21.5M +$16M +233,272 +343%
Los Angeles Capital Management
111
Los Angeles Capital Management
California
$21.5M +$19.2M +278,574 +1,300%
Mitsubishi UFJ Trust & Banking
112
Mitsubishi UFJ Trust & Banking
Japan
$21.3M +$3.69M +53,638 +22%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$21.2M +$2.08M +30,282 +11%
WCA
114
Waratah Capital Advisors
Ontario, Canada
$20.7M +$7.02M +102,102 +55%
SCA
115
Spearhead Capital Advisors
Florida
$20M -$260K -3,774 -1%
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$20M +$6.3M +91,605 +49%
BNP Paribas Asset Management
117
BNP Paribas Asset Management
France
$19.8M +$424K +6,170 +2%
WPC
118
Waters Parkerson & Co
Louisiana
$19.2M -$1.2M -17,403 -6%
Allianz Asset Management
119
Allianz Asset Management
Germany
$19.2M -$13.5M -196,312 -42%
SAM
120
Storebrand Asset Management
Norway
$19.1M +$10.8M +157,187 +144%
NIPH
121
NN Investment Partners Holdings
Netherlands
$18.6M +$1.7M +24,713 +10%
CAN
122
Cetera Advisor Networks
California
$18.6M +$959K +13,948 +6%
VanEck Associates
123
VanEck Associates
New York
$18.6M +$8.64M +125,665 +94%
TD Asset Management
124
TD Asset Management
Ontario, Canada
$18.4M +$8.1M +117,798 +84%
GC
125
Guggenheim Capital
Illinois
$18.2M +$3.2M +46,484 +22%

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.