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Realty Income

792 hedge funds and large institutions have $15.7B invested in Realty Income in 2020 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 292 increasing their positions, 284 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 64

2% more funds holding

Funds holding: 776792 (+16)

3% more capital invested

Capital invested by funds: $15.3B → $15.7B (+$456M)

3% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 284

0.58% more ownership

Funds ownership: 77.25%77.83% (+0.58%)

9% less call options, than puts

Call options by funds: $108M | Put options by funds: $119M

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
792
Holders Change
+16
Holders Change %
+2.06%
% of All Funds
15.98%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
87
Increased
292
Reduced
284
Closed
64
Calls
$108M
Puts
$119M
Net Calls
-$10.8M
Net Calls Change
-$7.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
251
Mariner
Kansas
$2.01M +$143K +2,414 +8%
Natixis Advisors
252
Natixis Advisors
Massachusetts
$2M +$190K +3,220 +10%
SPC
253
Sigma Planning Corp
Michigan
$2M -$126K -2,126 -6%
Northwestern Mutual Wealth Management
254
Northwestern Mutual Wealth Management
Wisconsin
$1.97M +$168K +2,845 +9%
CC
255
Cipher Capital
New York
$1.97M -$915K -15,478 -32%
CSS
256
Cubist Systematic Strategies
Connecticut
$1.96M -$2.26M -38,258 -54%
COPPSERS
257
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.94M +$753K +12,727 +63%
MA
258
Mutual Advisors
Nebraska
$1.93M -$67.9K -1,148 -3%
First Manhattan
259
First Manhattan
New York
$1.93M +$887 +15 +0%
AC
260
Allstate Corporation
Illinois
$1.91M +$889K +15,029 +86%
TYCC
261
Texas Yale Capital Corp
Florida
$1.9M +$177 +3 +0%
DekaBank Deutsche Girozentrale
262
DekaBank Deutsche Girozentrale
Germany
$1.89M -$131K -2,209 -6%
SWA
263
Stratos Wealth Advisors
Ohio
$1.89M +$34.4K +582 +2%
TRSOTSOK
264
Teachers Retirement System of the State of Kentucky
Kentucky
$1.89M
RIM
265
Redpoint Investment Management
Australia
$1.88M +$163K +2,761 +9%
HCM
266
Hutner Capital Management
Vermont
$1.85M +$11.6K +197 +0.6%
B
267
BP
United Kingdom
$1.81M -$146K -2,476 -7%
CIBC Asset Management
268
CIBC Asset Management
Ontario, Canada
$1.75M +$28.7K +486 +2%
PAM
269
Private Asset Management
California
$1.75M -$298K -5,047 -15%
EGM
270
Engineers Gate Manager
New York
$1.75M +$502K +8,496 +40%
MWM
271
Marietta Wealth Management
Georgia
$1.72M +$1.38M +23,364 +398%
II
272
IFM Investors
Australia
$1.71M +$232K +3,926 +16%
Schroder Investment Management Group
273
Schroder Investment Management Group
United Kingdom
$1.7M +$549K +9,287 +51%
OPERF
274
Oregon Public Employees Retirement Fund
Oregon
$1.69M -$152K -2,570 -8%
SS
275
Simplicity Solutions
Minnesota
$1.69M -$45.1K -762 -3%

O Hedge Fund Activity: Q3 2020 in Review

792 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q3 2020, worth a combined $15.7B — up 3% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new O positions and 64 closed out — a net gain of 23 holders — while 292 added to existing stakes and 284 trimmed.

The largest buyer was Invesco, adding an estimated $228M. The largest seller was State Street, cutting an estimated $126M.

  • 792 institutional investors held Realty Income (O) as of Q3 2020, up from 776 in Q2 2020.
  • Funds reported $15.7B of Realty Income stock for Q3 2020, up 3% quarter-over-quarter.
  • 87 funds opened new Realty Income positions in Q3 2020 and 64 closed out, a net change of +23 holders.
  • The largest Realty Income buyer in Q3 2020 was Invesco, an estimated $228M added.
  • The largest Realty Income seller in Q3 2020 was State Street, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2020.