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Realty Income
O

861 hedge funds and large institutions have $16.2B invested in Realty Income in 2020 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 318 increasing their positions, 283 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 62

12% more repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 283

9% more funds holding

Funds holding: 792 → 861 (+69)

3% more capital invested

Capital invested by funds: $15.7B → $16.2B (+$454M)

9% less call options, than puts

Call options by funds: $117M | Put options by funds: $128M

1.28% less ownership

Funds ownership: 77.83% → 76.55% (-1.3%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
861
Holders Change
+69
Holders Change %
+8.71%
% of All Funds
15.24%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
143
Increased
318
Reduced
283
Closed
62
Calls
$117M
Puts
$128M
Net Calls
-$11.1M
Net Calls Change
-$309K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$124M
2
Morgan Stanley
Morgan Stanley
New York
+$102M
3
RC
Resolution Capital
Australia
+$57.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$47.9M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$45.8M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$138M
2
JP Morgan Chase
JP Morgan Chase
New York
-$111M
3
Invesco
Invesco
Georgia
-$83.9M
4
Goldman Sachs
Goldman Sachs
New York
-$59.8M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$53.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
276
Simplicity Solutions
Minnesota
$1.95M +$211K +3,577 +12%
SIP
277
Stoneridge Investment Partners
Pennsylvania
$1.92M +$1.88M +31,863 New
MWM
278
Marietta Wealth Management
Georgia
$1.92M +$153K +2,584 +9%
SAM
279
Shell Asset Management
Netherlands
$1.91M +$505K +8,551 +37%
HCM
280
Hutner Capital Management
Vermont
$1.89M -$5.02K -85 -0.3%
First Manhattan
281
First Manhattan
New York
$1.85M -$127K -2,151 -7%
UH
282
Unigestion Holding
Switzerland
$1.84M +$1.81M +30,566 New
Renaissance Technologies
283
Renaissance Technologies
New York
$1.84M +$1.8M +30,515 New
TRSOTSOK
284
Teachers Retirement System of the State of Kentucky
Kentucky
$1.82M -$107K -1,806 -6%
CIBC Asset Management
285
CIBC Asset Management
Ontario, Canada
$1.79M -$6.92K -117 -0.4%
GWMIA
286
Global Wealth Management Investment Advisory
Florida
$1.78M +$57.6K +975 +3%
AC
287
Allstate Corporation
Illinois
$1.78M -$176K -2,985 -9%
KC
288
Kinloch Capital
Virginia
$1.78M +$1.74M +29,487 New
SOAMC
289
Spirit of America Management Corp
New York
$1.75M +$67.1K +1,136 +4%
Public Sector Pension Investment Board (PSP Investments)
290
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.71M -$858K -14,520 -34%
FNT
291
First National Trust
Pennsylvania
$1.69M -$369K -6,245 -18%
AI
292
Atria Investments
North Carolina
$1.69M +$1.66M +28,068 New
OPERF
293
Oregon Public Employees Retirement Fund
Oregon
$1.67M -$56.3K -953 -3%
EVM
294
Eaton Vance Management
Massachusetts
$1.63M -$59.4K -1,005 -4%
MF
295
Magnetar Financial
Illinois
$1.61M +$1.58M +26,762 New
Los Angeles Capital Management
296
Los Angeles Capital Management
California
$1.61M – – –
BCM
297
Bayesian Capital Management
New York
$1.56M +$665K +11,249 +77%
MCM
298
Magnolia Capital Management
New York
$1.55M +$25.4K +429 +2%
CA
299
Cetera Advisors
Colorado
$1.54M +$185K +3,138 +14%
BBVA
300
Banco Bilbao Vizcaya Argentaria
Spain
$1.54M +$495K +8,373 +49%
10 11
12
13 14

O Hedge Fund Activity: Q4 2020 in Review

861 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q4 2020, worth a combined $16.2B — up 2.9% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new O positions and 62 closed out — a net gain of 81 holders — while 318 added to existing stakes and 283 trimmed.

The largest buyer was BlackRock, adding an estimated $124M. The largest seller was Deutsche Bank, cutting an estimated $138M.

  • 861 institutional investors held Realty Income (O) as of Q4 2020, up from 792 in Q3 2020.
  • Funds reported $16.2B of Realty Income stock for Q4 2020, up 2.9% quarter-over-quarter.
  • 143 funds opened new Realty Income positions in Q4 2020 and 62 closed out, a net change of +81 holders.
  • The largest Realty Income buyer in Q4 2020 was BlackRock, an estimated $124M added.
  • The largest Realty Income seller in Q4 2020 was Deutsche Bank, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2020.