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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
OCG
276
Opus Capital Group
Ohio
$458K
Zurich Cantonal Bank
277
Zurich Cantonal Bank
Switzerland
$452K +$59.1K +1,538 +14%
CA
278
Commerzbank Aktiengesellschaft
Germany
$451K +$56K +1,457 +15%
MYAM
279
Meiji Yasuda Asset Management
Japan
$446K
GT
280
Glenmede Trust
Pennsylvania
$446K +$71.4K +1,858 +18%
DHFB
281
Dixon Hubard Feinour & Brown
Virginia
$439K +$10.9K +284 +2%
Schroder Investment Management Group
282
Schroder Investment Management Group
United Kingdom
$437K
WPC
283
Waters Parkerson & Co
Louisiana
$429K
NGA
284
Naples Global Advisors
Florida
$424K +$450K +11,713 New
Citigroup
285
Citigroup
New York
$423K -$2.16M -56,188 -83%
Natixis Advisors
286
Natixis Advisors
Massachusetts
$421K -$3.23K -84 -0.7%
WTNA
287
Wilmington Trust National Association
Delaware
$407K +$28.2K +733 +7%
WA
288
WFG Advisors
Texas
$396K +$20.1K +522 +5%
OIM
289
Orca Investment Management
Oregon
$395K +$420K +10,927 New
BFC
290
Blue Fin Capital
Rhode Island
$390K +$414K +10,784 New
SI
291
SII Investments
Wisconsin
$373K +$45K +1,171 +13%
B
292
Baird
Wisconsin
$369K +$22.8K +593 +6%
CK
293
Carnick & Kubik
Colorado
$369K +$23.8K +619 +6%
TD Asset Management
294
TD Asset Management
Ontario, Canada
$368K +$15.9K +413 +4%
Kayne Anderson Rudnick Investment Management
295
Kayne Anderson Rudnick Investment Management
California
$367K +$390K +10,146 New
JHIU
296
Janus Henderson Investors US
Colorado
$358K -$868K -22,601 -70%
PVH
297
Psagot Value Holdings
Israel
$355K -$191K -4,973 -34%
CEP
298
Chicago Equity Partners
Illinois
$343K -$1.54M -40,027 -81%
SCM
299
Stux Capital Management
New York
$343K +$27.7K +722 +8%
BF
300
BOK Financial
Oklahoma
$335K +$31K +807 +10%

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.