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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
WBC
301
Westpac Banking Corp
Australia
$329K -$154K -3,997 -31%
RFC
302
Regions Financial Corp
Alabama
$325K +$36.3K +945 +12%
DIA
303
Dean Investment Associates
Ohio
$323K +$15.1K +392 +5%
USAA
304
United Services Automobile Association
Texas
$321K -$27.8K -723 -8%
CWM
305
Concert Wealth Management
California
$308K -$47K -1,224 -13%
D.E. Shaw & Co
306
D.E. Shaw & Co
New York
$307K -$466K -12,141 -59%
FA
307
FDx Advisors
Illinois
$302K +$29.2K +761 +11%
PP
308
Paloma Partners
Connecticut
$296K +$314K +8,176 New
Allianz Asset Management
309
Allianz Asset Management
Germany
$287K +$102K +2,660 +51%
FWM
310
Focused Wealth Management
New York
$282K +$31.7K +825 +12%
HighTower Advisors
311
HighTower Advisors
Illinois
$279K +$59.7K +1,555 +25%
PL
312
Perpetual Ltd
Australia
$278K -$8.8K -229 -3%
JIC
313
Johnson Investment Counsel
Ohio
$264K +$1.5K +39 +0.5%
SCM
314
Schnieders Capital Management
California
$259K +$276K +7,172 New
NG
315
NatWest Group
United Kingdom
$258K -$896K -23,327 -77%
CBB
316
Citizens Business Bank
California
$251K -$1.5M -38,989 -85%
KFS
317
KMS Financial Services
Washington
$244K +$259K +6,739 New
BA
318
Bennicas & Associates
California
$243K -$31.7K -826 -11%
DL
319
Delta Lloyd
Netherlands
$242K +$257K +6,677 New
PAM
320
Panagora Asset Management
Massachusetts
$237K -$2.31M -60,068 -90%
ACA
321
Anchor Capital Advisors
Massachusetts
$234K -$47K -1,223 -16%
NAM
322
NTV Asset Management
West Virginia
$231K -$1.38M -36,017 -85%
HW
323
Hancock Whitney
Mississippi
$229K +$243K +6,326 New
LIA
324
LS Investment Advisors
Michigan
$225K +$239K +6,223 New
ALA
325
Atherton Lane Advisers
California
$224K -$59.5K -1,548 -20%

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.