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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
C
376
CFO4Life
Texas
$274K +$40.6K +899 +18%
RFC
377
Regions Financial Corp
Alabama
$270K -$62.8K -1,392 -19%
CC
378
ClearArc Capital
Ohio
$270K -$2.3K -51 -0.9%
PP
379
Palladium Partners
Virginia
$270K
TFF
380
Timothy F. Fidgeon
$270K
AIS
381
American Investment Services
Massachusetts
$268K -$93.2K -2,064 -26%
CPA
382
Court Place Advisors
Maryland
$266K
OA
383
OFI Advisors
Pennsylvania
$265K -$27.3K -605 -9%
ECM
384
EII Capital Management
New York
$265K
WB
385
WesBanco Bank
West Virginia
$265K +$44.2K +980 +20%
TCM
386
Texan Capital Management
Texas
$264K
BA
387
Bennicas & Associates
California
$261K
EOJOAM
388
E. Ohman J:or Asset Management
Sweden
$261K
CB
389
Commerce Bank
Missouri
$256K -$97.6K -2,162 -28%
CCM
390
Coldstream Capital Management
Washington
$253K +$31.8K +704 +15%
SIM
391
Sonora Investment Management
Arizona
$247K +$265K +5,882 New
CI
392
Constellation Investments
Ohio
$242K +$4.65K +103 +2%
WF
393
WealthTrust Fairport
Ohio
$240K -$6.91K -153 -3%
CAS
394
Cue Advisory Services
Arizona
$240K
ECM
395
ETrade Capital Management
Virginia
$239K +$235K +5,215 New
CIS
396
Connors Investor Services
Pennsylvania
$236K
AA
397
Apriem Advisors
California
$234K +$90.4K +2,002 +65%
EVM
398
Eaton Vance Management
Massachusetts
$233K +$229K +5,077 New
VAM
399
Verity Asset Management
North Carolina
$232K -$6.72K -149 -3%
GH
400
GAM Holding
Switzerland
$231K

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.