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Realty Income

500 hedge funds and large institutions have $9.17B invested in Realty Income in 2015 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 239 increasing their positions, 139 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $38.5M | Put options by funds: $16.1M

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

72% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 139

40% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 30

31% more capital invested

Capital invested by funds: $7.01B → $9.17B (+$2.16B)

2% more funds holding

Funds holding: 490500 (+10)

0.64% more ownership

Funds ownership: 70.12%70.75% (+0.64%)

Holders
500
Holders Change
+10
Holders Change %
+2.04%
% of All Funds
13.96%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.36%
New
42
Increased
239
Reduced
139
Closed
30
Calls
$38.5M
Puts
$16.1M
Net Calls
+$22.4M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LMGAM
226
Liberty Mutual Group Asset Management
Massachusetts
$1.59M +$566K +12,539 +57%
FHC
227
First Heartland Consultants
Missouri
$1.55M +$135 +3 +0%
LNC
228
Lincoln National Corp
Pennsylvania
$1.5M +$210K +4,642 +16%
FCBT
229
First Citizens Bank & Trust
North Carolina
$1.5M +$1.22M +26,959 +473%
SPC
230
Sigma Planning Corp
Michigan
$1.48M +$9.3K +206 +0.6%
AAF
231
Andra AP-fonden
Sweden
$1.48M -$163K -3,612 -10%
FANJ
232
Financial Architects (New Jersey)
New Jersey
$1.46M +$2.32M +51,419 +755%
MSA
233
Mason Street Advisors
Wisconsin
$1.44M +$20.8K +460 +1%
Natixis Advisors
234
Natixis Advisors
Massachusetts
$1.44M +$1.41M +31,329 New
NI
235
Nepsis Inc
Minnesota
$1.4M +$1.38M +30,565 New
PAG
236
Private Advisor Group
New Jersey
$1.39M +$105K +2,332 +8%
AG
237
Aperio Group
California
$1.34M +$72.6K +1,609 +6%
SCM
238
Schnieders Capital Management
California
$1.32M +$16.3K +362 +1%
WAM
239
World Asset Management
Michigan
$1.28M +$197K +4,363 +19%
AWS
240
Aris Wealth Services
Pennsylvania
$1.27M -$25.5K -564 -2%
CAM
241
Cypress Asset Management
Texas
$1.26M -$7K -155 -0.6%
GIA
242
Gateway Investment Advisers
Ohio
$1.26M -$186K -4,130 -13%
MOACM
243
Mutual of America Capital Management
New York
$1.25M +$39.6K +878 +3%
NMERB
244
New Mexico Educational Retirement Board
New Mexico
$1.24M +$112K +2,476 +10%
HighTower Advisors
245
HighTower Advisors
Illinois
$1.24M +$127K +2,817 +12%
First Manhattan
246
First Manhattan
New York
$1.21M +$60.5K +1,341 +5%
Voloridge Investment Management
247
Voloridge Investment Management
Florida
$1.21M -$8.39M -185,807 -88%
BFA
248
Benedict Financial Advisors
Georgia
$1.2M -$587 -13 -0%
TYCC
249
Texas Yale Capital Corp
Florida
$1.19M -$9.75K -216 -0.8%
DnB Asset Management
250
DnB Asset Management
Norway
$1.17M

O Hedge Fund Activity: Q3 2015 in Review

500 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q3 2015, worth a combined $9.17B — up 31% from $7.01B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new O positions and 30 closed out — a net gain of 12 holders — while 239 added to existing stakes and 139 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $52.8M. The largest seller was Neuberger Berman Group, cutting an estimated $37.2M.

  • 500 institutional investors held Realty Income (O) as of Q3 2015, up from 490 in Q2 2015.
  • Funds reported $9.17B of Realty Income stock for Q3 2015, up 31% quarter-over-quarter.
  • 42 funds opened new Realty Income positions in Q3 2015 and 30 closed out, a net change of +12 holders.
  • The largest Realty Income buyer in Q3 2015 was American Century Companies, an estimated $52.8M added.
  • The largest Realty Income seller in Q3 2015 was Neuberger Berman Group, an estimated $37.2M sold.

Based on aggregated 13F filings for Q3 2015.