Realty Income
953 hedge funds and large institutions have $19.6B invested in Realty Income in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 485 increasing their positions, 214 reducing their positions, and 62 closing their positions.
127% more repeat investments, than reductions
Existing positions increased: 485 | Existing positions reduced: 214
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
68% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 62
53% more call options, than puts
Call options by funds: $140M | Put options by funds: $91.7M
6% more capital invested
Capital invested by funds: $18.6B → $19.6B (+$1.03B)
3.24% more ownership
Funds ownership: 76.87% → 80.12% (+3.2%)
2% more funds holding
Funds holding: 930 → 953 (+23)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$278M |
| 2 |
Cohen & Steers
New York
|
+$200M |
| 3 |
JP Morgan Chase
New York
|
+$141M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$122M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$93.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$25.8M |
| 2 |
SG Americas Securities
New York
|
-$19.5M |
| 3 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$18.9M |
| 4 |
MWNA
Marshall Wace North America
New York
|
-$17.8M |
| 5 |
Barclays
London,
United Kingdom
|
-$15.9M |
O Hedge Fund Activity: Q3 2021 in Review
953 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q3 2021, worth a combined $19.6B — up 5.6% from $18.6B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new O positions and 62 closed out — a net gain of 42 holders — while 485 added to existing stakes and 214 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $278M. The largest seller was Northern Trust, cutting an estimated $25.8M.
- 953 institutional investors held Realty Income (O) as of Q3 2021, up from 930 in Q2 2021.
- Funds reported $19.6B of Realty Income stock for Q3 2021, up 5.6% quarter-over-quarter.
- 104 funds opened new Realty Income positions in Q3 2021 and 62 closed out, a net change of +42 holders.
- The largest Realty Income buyer in Q3 2021 was Morgan Stanley, an estimated $278M added.
- The largest Realty Income seller in Q3 2021 was Northern Trust, an estimated $25.8M sold.
Based on aggregated 13F filings for Q3 2021.