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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
Toronto Dominion Bank
351
Toronto Dominion Bank
Ontario, Canada
$354K +$49.5K +1,097 +17%
VHAM
352
Van Hulzen Asset Management
California
$353K
DekaBank Deutsche Girozentrale
353
DekaBank Deutsche Girozentrale
Germany
$353K +$110K +2,431 +46%
FWM
354
Focused Wealth Management
New York
$350K +$542 +12 +0.2%
AA
355
Ancora Advisors
Ohio
$348K
NFG
356
Next Financial Group
Texas
$347K +$94.6K +2,096 +38%
RMDI
357
R.M. Davis Inc
Maine
$339K
TNAM
358
Terra Nova Asset Management
New York
$338K
MERSOM
359
Municipal Employees' Retirement System of Michigan
Michigan
$338K +$20K +444 +6%
PL
360
Parkwood LLC
Ohio
$335K +$993 +22 +0.3%
FNBT
361
FineMark National Bank & Trust
Florida
$330K -$5.33K -118 -2%
VFS
362
VSR Financial Services
Kansas
$329K +$52.5K +1,163 +19%
MMPW
363
Mitchell McLeod Pugh & Williams
Alabama
$319K -$4.42K -98 -1%
NB
364
Norinchukin Bank
Japan
$317K +$8.94K +198 +3%
LP
365
LMR Partners
United Kingdom
$312K -$633K -14,026 -67%
GA
366
Geneva Advisors
Illinois
$309K +$45.2K +1,001 +17%
CMBA
367
C.M. Bidwell & Associates
Hawaii
$307K +$302K +6,682 New
CA
368
Commerzbank Aktiengesellschaft
Germany
$306K -$807K -17,874 -73%
RB
369
Rodgers Brothers
Pennsylvania
$297K +$181 +4 +0.1%
RA
370
RFG Advisory
Alabama
$293K +$33.7K +746 +13%
CIBC World Market
371
CIBC World Market
Ontario, Canada
$289K -$99.2K -2,197 -26%
SLG
372
Stanley-Laman Group
Pennsylvania
$286K +$135 +3 +0%
WTC
373
WhitTier Trust Company
Nevada
$284K -$11.6K -258 -4%
ALA
374
Atherton Lane Advisers
California
$284K -$10.2K -227 -4%
D.E. Shaw & Co
375
D.E. Shaw & Co
New York
$284K +$35.4K +784 +14%

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.