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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
OC
201
Oppenheimer & Co
New York
$6.28M +$134K +1,953 +2%
Wellington Management Group
202
Wellington Management Group
Massachusetts
$6.15M +$4.7M +68,428 +316%
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$6.14M +$349K +5,079 +6%
MOACM
204
Mutual of America Capital Management
New York
$6.02M +$444K +6,469 +8%
COPPSERS
205
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.98M +$817K +11,893 +16%
KeyBank National Association
206
KeyBank National Association
Ohio
$5.97M -$258K -3,755 -4%
FA
207
FDx Advisors
Illinois
$5.96M +$407K +5,924 +7%
BTW
208
Boston Trust Walden
Massachusetts
$5.95M -$112K -1,635 -2%
DnB Asset Management
209
DnB Asset Management
Norway
$5.95M +$254K +3,699 +4%
IF
210
Insight Folios
North Carolina
$5.94M +$391K +5,699 +7%
Creative Planning
211
Creative Planning
Kansas
$5.93M +$800K +11,649 +15%
MCM
212
Mattern Capital Management
Colorado
$5.92M -$8.52K -124 -0.1%
TSW
213
Thompson Siegel & Walmsley
Virginia
$5.88M -$385K -5,600 -6%
PAG
214
Private Advisor Group
New Jersey
$5.87M +$460K +6,703 +8%
SFA
215
Sequoia Financial Advisors
Ohio
$5.85M +$1.11M +16,150 +23%
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$5.84M +$680K +9,901 +13%
VIA
217
Vident Investment Advisory
Georgia
$5.84M +$257K +3,735 +5%
TCM
218
Telos Capital Management
California
$5.75M +$301K +4,387 +5%
SDIC
219
South Dakota Investment Council
South Dakota
$5.61M
IIM
220
INTECH Investment Management
Florida
$5.6M +$5.64M +82,039 New
SCA
221
Snowden Capital Advisors
New York
$5.6M -$192K -2,792 -3%
SWP
222
Stratos Wealth Partners
Ohio
$5.51M +$119K +1,727 +2%
DC
223
Davenport & Co
Virginia
$5.5M +$2.83M +41,133 +104%
M&T Bank
224
M&T Bank
New York
$5.45M +$1.27M +18,452 +28%
TPSF
225
Texas Permanent School Fund
Texas
$5.42M +$418K +6,079 +8%

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.