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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
TCM
401
Telos Capital Management
California
$231K +$90 +2 +0%
MSS
402
Mitchell Sinkler & Starr
Pennsylvania
$230K
ACS
403
Archford Capital Strategies
Illinois
$218K +$33.6K +745 +19%
SFM
404
Systematic Financial Management
New Jersey
$215K +$7.99K +177 +4%
MCM
405
Murphy Capital Management
New Jersey
$214K +$211K +4,670 New
DLG
406
Daniel L. Goodwin
$213K
NSIM
407
North Star Investment Management
Illinois
$213K
AF
408
Allworth Financial
California
$212K
SHA
409
Smith Hayes Advisers
Nebraska
$210K +$207K +4,581 New
NAM
410
NTV Asset Management
West Virginia
$210K +$207K +4,592 New
AMIM
411
Aull & Monroe Investment Management
Alabama
$208K
MWP
412
MYCIO Wealth Partners
Pennsylvania
$204K
Bank of Nova Scotia
413
Bank of Nova Scotia
Ontario, Canada
$203K +$200K +4,427 New
FFA
414
First Foundation Advisors
California
$202K +$199K +4,398 New
PAM
415
PartnerRe Asset Management
Connecticut
$201K +$2.39K +53 +1%
IWMPD
416
Integrated Wealth Management (Palm Desert)
California
$183K +$6.86K +152 +4%
TFA
417
Transamerica Financial Advisors
Florida
$180K +$94K +2,082 +114%
BCM
418
Brookstone Capital Management
Illinois
$178K -$109K -2,414 -38%
KTC
419
Kistler-Tiffany Companies
Pennsylvania
$174K +$181 +4 +0.1%
Simplex Trading
420
Simplex Trading
Illinois
$150K +$148K +3,278 New
EWM
421
Evercore Wealth Management
New York
$148K -$10.5K -232 -7%
QI
422
QS Investors
New York
$147K
RIA
423
Regal Investment Advisors
Michigan
$142K
RFA
424
Reilly Financial Advisors
California
$140K
W
425
Wealthfront
California
$126K +$70K +1,552 +131%

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.