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Realty Income

500 hedge funds and large institutions have $9.17B invested in Realty Income in 2015 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 239 increasing their positions, 139 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $38.5M | Put options by funds: $16.1M

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

72% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 139

40% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 30

31% more capital invested

Capital invested by funds: $7.01B → $9.17B (+$2.16B)

2% more funds holding

Funds holding: 490500 (+10)

0.64% more ownership

Funds ownership: 70.12%70.75% (+0.64%)

Holders
500
Holders Change
+10
Holders Change %
+2.04%
% of All Funds
13.96%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.36%
New
42
Increased
239
Reduced
139
Closed
30
Calls
$38.5M
Puts
$16.1M
Net Calls
+$22.4M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
326
AlphaMark Advisors
Kentucky
$516K +$4.69K +104 +0.9%
AAM
327
Advisors Asset Management
Colorado
$513K -$1.22M -27,031 -71%
LIA
328
LS Investment Advisors
Michigan
$499K +$37K +820 +8%
GCP
329
GSA Capital Partners
United Kingdom
$467K +$459K +10,160 New
SRSA
330
S.R. Schill & Associates
Washington
$466K +$34.4K +763 +8%
SG Americas Securities
331
SG Americas Securities
New York
$459K -$1.11M -24,487 -71%
TMAM
332
Tokio Marine Asset Management
Japan
$459K -$21.3K -473 -5%
MYAM
333
Meiji Yasuda Asset Management
Japan
$450K -$21.4K -475 -5%
ICOA
334
Investment Centers of America
North Dakota
$450K +$37.1K +822 +9%
LOAMS
335
Lombard Odier Asset Management (Switzerland)
Switzerland
$447K +$440K +9,741 New
HFS
336
HL Financial Services
Kentucky
$438K +$34.2K +758 +9%
HW
337
Hedeker Wealth
Illinois
$425K +$418K +9,258 New
OIM
338
Orca Investment Management
Oregon
$414K
BF
339
BOK Financial
Oklahoma
$413K +$25.9K +574 +7%
PAM
340
Paradigm Asset Management
New York
$408K +$4.65K +103 +1%
NMIMC
341
Northwestern Mutual Investment Management Company
Wisconsin
$407K +$22.9K +507 +6%
HNB
342
Huntington National Bank
Ohio
$393K -$22.4K -496 -5%
BRWM
343
B. Riley Wealth Management
Tennessee
$387K -$767 -17 -0.2%
AB
344
Amalgamated Bank
New York
$384K +$11.5K +254 +3%
Mariner
345
Mariner
Kansas
$380K -$45 -1 -0%
KRSITF
346
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$372K +$12.1K +269 +3%
SAM
347
SignalPoint Asset Management
Missouri
$364K +$60.7K +1,345 +20%
WPP
348
Whalerock Point Partners
Rhode Island
$360K
BUB
349
BBVA USA Bancshares
Texas
$360K +$353K +7,829 New
BAC
350
Boys Arnold & Co
North Carolina
$357K +$121K +2,687 +53%

O Hedge Fund Activity: Q3 2015 in Review

500 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q3 2015, worth a combined $9.17B — up 31% from $7.01B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new O positions and 30 closed out — a net gain of 12 holders — while 239 added to existing stakes and 139 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $52.8M. The largest seller was Neuberger Berman Group, cutting an estimated $37.2M.

  • 500 institutional investors held Realty Income (O) as of Q3 2015, up from 490 in Q2 2015.
  • Funds reported $9.17B of Realty Income stock for Q3 2015, up 31% quarter-over-quarter.
  • 42 funds opened new Realty Income positions in Q3 2015 and 30 closed out, a net change of +12 holders.
  • The largest Realty Income buyer in Q3 2015 was American Century Companies, an estimated $52.8M added.
  • The largest Realty Income seller in Q3 2015 was Neuberger Berman Group, an estimated $37.2M sold.

Based on aggregated 13F filings for Q3 2015.