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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
MAM
426
Mizuho Asset Management
Japan
$123K +$29.4K +651 +32%
JIC
427
Joel Isaacson & Co
New York
$120K
MA
428
MUFG Americas
New York
$116K -$28K -620 -20%
AWM
429
Avior Wealth Management
Nebraska
$106K
S
430
SignatureFD
Georgia
$99K +$82.6K +1,831 +569%
WA
431
WealthTrust-Arizona
Arizona
$95K
WT
432
Whittier Trust
California
$95K +$93.2K +2,064 New
IMS
433
Index Management Solutions
Pennsylvania
$93K +$13.6K +301 +17%
PO
434
Private Ocean
California
$92K +$1.08K +24 +1%
HF
435
Hoxton Financial
West Virginia
$81K
WEC
436
Winslow Evans & Crocker
Massachusetts
$77.7K
PAIA
437
Park Avenue Institutional Advisers
New York
$74K +$2.08K +46 +3%
WA
438
Winfield Associates
Ohio
$69K +$406 +9 +0.6%
MSFP
439
Mark Sheptoff Financial Planning
Connecticut
$65K
GLI
440
Guardian Life Insurance
New York
$65K +$16.5K +366 +35%
First Eagle Investment Management
441
First Eagle Investment Management
New York
$64K
CFA
442
Carroll Financial Associates
North Carolina
$62K -$17.2K -382 -22%
TSW
443
Thompson Siegel & Walmsley
Virginia
$61K -$10.1K -223 -14%
ECM
444
Estabrook Capital Management
New York
$59.2K +$58.2K +1,290 New
CBOA
445
Commonwealth Bank of Australia
Australia
$57K
CCS
446
Crosspoint Capital Strategies
California
$54K -$18.6K -413 -26%
JFA
447
JNBA Financial Advisors
Minnesota
$51K
CBT
448
Central Bank & Trust
Kentucky
$47K
MBT
449
Monroe Bank & Trust
Michigan
$43K
LWCFA
450
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38K

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.