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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
SGC
401
South Georgia Capital
Illinois
$11K +$11.4K +296 New
FMP
402
Financial Management Professionals
Texas
$10K
RNS
403
Robert N. Shapiro
$8K
TCM
404
Tradewinds Capital Management
Washington
$8K +$7.99K +208 New
AC
405
Alexandria Capital
Virginia
$7K
SNT
406
Security National Trust
West Virginia
$7K
VIA
407
Vantage Investment Advisors
Pennsylvania
$7K +$7.38K +192 New
ST
408
Stifel Trust
Missouri
$5K
CTC
409
Central Trust Company
Missouri
$4K +$692 +18 +19%
WCBA
410
Weaver C. Barksdale & Associates
Tennessee
$3K +$999 +26 +41%
TRCT
411
Tower Research Capital (TRC)
New York
$3K +$2.11K +55 +220%
JIR
412
James Investment Research
Ohio
$3K +$3.15K +82 New
CGT
413
Capital Guardian Trust
California
$1K +$692 +18 New
GC
414
Globeflex Capital
California
$1K +$1.69K +44 New
MIM
415
Marco Investment Management
Georgia
$730 +$775K +20,176 New
SC
416
Sureview Capital
Connecticut
-$6.96M -180,600 Closed
Millennium Management
417
Millennium Management
New York
-$4.12M -107,330 Closed
SI
418
Stephens Inc
Arkansas
-$2.79M -72,436 Closed
HRES
419
Heitman Real Estate Securities
Illinois
-$2.17M -56,244 Closed
Mariner
420
Mariner
Kansas
-$2.05M -53,171 Closed
Jane Street
421
Jane Street
New York
-$2M -52,022 Closed
GH
422
GAM Holding
Switzerland
-$1.84M -47,881 Closed
AIMCA
423
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$1.22M -31,682 Closed
AL
424
AJO LP
Pennsylvania
-$1.01M -26,213 Closed
UR
425
USCA RIA
Texas
-$921K -23,911 Closed

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.