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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
SIG
451
Stanford Investment Group
California
$38K
FAM
452
Formidable Asset Management
Ohio
$38K +$37.4K +829 New
HR
453
Howe & Rusling
New York
$36K
CFN
454
Cordasco Financial Network
Florida
$33K
AssetMark Inc
455
AssetMark Inc
California
$33K +$28.6K +633 +711%
M
456
MOTCO
Texas
$32K -$61.6K -1,364 -66%
HRC
457
Hoertkorn Richard Charles
$32K
WTB
458
Washington Trust Bank
Washington
$30K
VFA
459
Virtus Fund Advisers
Connecticut
$29K
PFBT
460
Parkside Financial Bank & Trust
Missouri
$29K +$28.7K +635 New
Lazard Asset Management
461
Lazard Asset Management
New York
$28K -$1.3M -28,793 -98%
AIM
462
Advantage Investment Management
Iowa
$28K
SGC
463
South Georgia Capital
Illinois
$25K +$11.6K +258 +87%
ZB
464
Zions Bancorporation
Utah
$24K -$645K -14,299 -97%
CTC
465
Central Trust Company
Missouri
$24K +$1.04K +23 +5%
LWA
466
Lowe Wealth Advisors
Maryland
$22K
PSUF
467
People's United Financial
Connecticut
$22K
SSB
468
Sandy Spring Bank
Maryland
$22K
KF
469
Krilogy Financial
Missouri
$22K +$21.2K +470 New
ASN
470
Advisory Services Network
Georgia
$21K
CF
471
CenterStar Fund
Illinois
$20K
TRCT
472
Tower Research Capital (TRC)
New York
$20K +$20K +444 New
VIA
473
Vantage Investment Advisors
Pennsylvania
$19K
VNA
474
Valley National Advisers
Pennsylvania
$18K
TCM
475
Tradewinds Capital Management
Washington
$15K

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.