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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
Lazard Asset Management
176
Lazard Asset Management
New York
$9.47M +$7.51M +109,175 +473%
Allspring Global Investments
177
Allspring Global Investments
North Carolina
$9.29M +$8.93M +129,850 New
Cetera Investment Advisers
178
Cetera Investment Advisers
Illinois
$9.17M +$1.57M +22,815 +22%
Susquehanna International Group
179
Susquehanna International Group
Pennsylvania
$9.12M -$10.5M -153,415 -55%
HNB
180
Huntington National Bank
Ohio
$9.06M +$449K +6,534 +5%
EVM
181
Eaton Vance Management
Massachusetts
$9.05M +$6.92M +100,581 +390%
UIM
182
USS Investment Management
United Kingdom
$8.99M +$2.25M +32,783 +35%
MIM
183
MetLife Investment Management
New Jersey
$8.95M +$2.35M +34,240 +38%
BFS
184
Bradley Foster & Sargent
Connecticut
$8.65M -$155K -2,254 -2%
SLAM
185
Swiss Life Asset Management
$8.65M -$48.3K -702 -0.6%
DP
186
Dearborn Partners
Illinois
$8.44M -$25.6M -372,497 -76%
Schroder Investment Management Group
187
Schroder Investment Management Group
United Kingdom
$8.37M +$4.38M +63,638 +120%
Korea Investment Corp
188
Korea Investment Corp
South Korea
$8.16M +$3.01M +43,824 +62%
Skandinaviska Enskilda Banken (SEB)
189
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.08M +$792K +11,518 +11%
CIC
190
Carnegie Investment Counsel
Ohio
$7.9M +$1.74M +25,257 +30%
LGF
191
LGT Group Foundation
Liechtenstein
$7.89M +$7.58M +110,282 New
HWC
192
Hill Winds Capital
New York
$7.88M -$1.31M -19,000 -15%
NAM
193
Nissay Asset Management
Japan
$7.87M +$2.41M +35,049 +47%
GCA
194
GSI Capital Advisors
California
$7.72M +$7.41M +107,792 New
AF
195
Allworth Financial
California
$7.68M -$666K -9,691 -8%
Bank of Nova Scotia
196
Bank of Nova Scotia
Ontario, Canada
$7.66M +$2.87M +41,783 +64%
Baird Financial Group
197
Baird Financial Group
Wisconsin
$7.66M +$88.7K +1,290 +1%
Janus Henderson Group
198
Janus Henderson Group
United Kingdom
$7.55M +$4.58M +66,541 +171%
PDN
199
Pensionfund DSM Netherlands
Netherlands
$7.43M +$5.26M +76,490 +281%
X
200
Xponance
Pennsylvania
$7.4M +$890K +12,948 +14%

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.