Realty Income
441 hedge funds and large institutions have $5.73B invested in Realty Income in 2014 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 204 increasing their positions, 124 reducing their positions, and 26 closing their positions.
65% more repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 124
62% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 26
3% more funds holding
Funds holding: 427 → 441 (+14)
0.56% less ownership
Funds ownership: 65.46% → 64.91% (-0.56%)
9% less capital invested
Capital invested by funds: $6.27B → $5.73B (-$539M)
26% less call options, than puts
Call options by funds: $15.4M | Put options by funds: $20.9M
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$65.9M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$54.9M |
| 3 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
+$48.1M |
| 4 |
JP Morgan Chase
New York
|
+$37.5M |
| 5 |
Morgan Stanley
New York
|
+$35.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTCM
Fir Tree Capital Management
New York
|
-$67.8M |
| 2 |
Cohen & Steers
New York
|
-$67.6M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$54.9M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
-$48.4M |
| 5 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$39.7M |
O Hedge Fund Activity: Q3 2014 in Review
441 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q3 2014, worth a combined $5.73B — down 8.6% from $6.27B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new O positions and 26 closed out — a net gain of 16 holders — while 204 added to existing stakes and 124 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $65.9M. The largest seller was Fir Tree Capital Management, cutting an estimated $67.8M.
- 441 institutional investors held Realty Income (O) as of Q3 2014, up from 427 in Q2 2014.
- Funds reported $5.73B of Realty Income stock for Q3 2014, down 8.6% quarter-over-quarter.
- 42 funds opened new Realty Income positions in Q3 2014 and 26 closed out, a net change of +16 holders.
- The largest Realty Income buyer in Q3 2014 was Deutsche Bank, an estimated $65.9M added.
- The largest Realty Income seller in Q3 2014 was Fir Tree Capital Management, an estimated $67.8M sold.
Based on aggregated 13F filings for Q3 2014.