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Realty Income

414 hedge funds and large institutions have $4.97B invested in Realty Income in 2013 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 176 increasing their positions, 128 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

38% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 128

12% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $20.2M

6% more funds holding

Funds holding: 389414 (+25)

4.12% more ownership

Funds ownership: 65.58%69.69% (+4.1%)

0% more capital invested

Capital invested by funds: $4.96B → $4.97B (+$2.95M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
414
Holders Change
+25
Holders Change %
+6.43%
% of All Funds
12.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
60
Increased
176
Reduced
128
Closed
32
Calls
$22.6M
Puts
$20.2M
Net Calls
+$2.45M
Net Calls Change
+$518K
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
251
Lincoln National Corp
Pennsylvania
$660K +$699K +18,197 New
Caisse de Depot et Placement du Quebec (CDPQ)
252
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$620K +$658K +17,131 New
DAC
253
Dividend Assets Capital
South Carolina
$619K
PG
254
PEAK6 Group
Illinois
$612K -$481K -12,522 -43%
ACI
255
Advance Capital I
Michigan
$612K -$67.4K -1,754 -9%
CTA
256
Chesley Taft & Associates
Illinois
$604K +$8.95K +233 +1%
RJT
257
Raymond James Trust
Florida
$579K -$44.6K -1,162 -7%
APFBOT
258
Amica Pension Fund Board of Trustees
Rhode Island
$576K
RJFSA
259
Raymond James Financial Services Advisors
Florida
$571K +$18.6K +484 +3%
Truist Financial
260
Truist Financial
North Carolina
$565K +$219K +5,695 +57%
AMI
261
Amica Mutual Insurance
Rhode Island
$557K
CC
262
Cipher Capital
New York
$538K +$115K +2,990 +25%
TCM
263
Texan Capital Management
Texas
$536K -$212K -5,511 -27%
First Manhattan
264
First Manhattan
New York
$536K
PI
265
Putnam Investments
Massachusetts
$533K -$75.1K -1,955 -12%
SSWM
266
Sheets Smith Wealth Management
North Carolina
$533K +$566K +14,733 New
AW
267
ACG Wealth
Georgia
$526K +$559K +14,551 New
RIA
268
Regal Investment Advisors
Michigan
$523K +$32.4K +843 +6%
HI
269
Honeywell International
North Carolina
$511K +$543K +14,138 New
MWAC
270
Mariner Wealth Advisors (Cincinnati)
Ohio
$483K -$2.8M -72,754 -84%
SCA
271
SAC Capital Advisors
Connecticut
$476K +$147K +3,814 +41%
KT
272
Kanaly Trust
Texas
$476K +$506K +13,172 New
VHAM
273
Van Hulzen Asset Management
California
$474K +$504K +13,106 New
CCM
274
Cadence Capital Management
Massachusetts
$472K -$27K -703 -5%
OI
275
Oakbrook Investments
Illinois
$470K -$23.8K -619 -5%

O Hedge Fund Activity: Q4 2013 in Review

414 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q4 2013, worth a combined $4.97B — up 0.06% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new O positions and 32 closed out — a net gain of 28 holders — while 176 added to existing stakes and 128 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $93.5M. The largest seller was Swiss National Bank, cutting an estimated $42.3M.

  • 414 institutional investors held Realty Income (O) as of Q4 2013, up from 389 in Q3 2013.
  • Funds reported $4.97B of Realty Income stock for Q4 2013, up 0.06% quarter-over-quarter.
  • 60 funds opened new Realty Income positions in Q4 2013 and 32 closed out, a net change of +28 holders.
  • The largest Realty Income buyer in Q4 2013 was Cohen & Steers, an estimated $93.5M added.
  • The largest Realty Income seller in Q4 2013 was Swiss National Bank, an estimated $42.3M sold.

Based on aggregated 13F filings for Q4 2013.