Realty Income
600 hedge funds and large institutions have $10.5B invested in Realty Income in 2017 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 269 increasing their positions, 199 reducing their positions, and 47 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 269 | Existing positions reduced: 199
13% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 47
0.22% more ownership
Funds ownership: 71.82% → 72.05% (+0.22%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0% less funds holding
Funds holding: 603 → 600 (-3)
6% less capital invested
Capital invested by funds: $11.2B → $10.5B (-$702M)
51% less call options, than puts
Call options by funds: $73M | Put options by funds: $148M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
APG Asset Management US
New York
|
+$63.4M |
| 2 |
BlackRock
New York
|
+$58.5M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$47.7M |
| 4 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$30.6M |
| 5 |
Barclays
London,
United Kingdom
|
+$29.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$74.3M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$66.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$51.9M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$26M |
| 5 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
-$18.5M |
O Hedge Fund Activity: Q2 2017 in Review
600 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q2 2017, worth a combined $10.5B — down 6.3% from $11.2B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new O positions and 47 closed out — a net gain of 6 holders — while 269 added to existing stakes and 199 trimmed.
The largest buyer was APG Asset Management US, adding an estimated $63.4M. The largest seller was JP Morgan Chase, cutting an estimated $74.3M.
- 600 institutional investors held Realty Income (O) as of Q2 2017, down from 603 in Q1 2017.
- Funds reported $10.5B of Realty Income stock for Q2 2017, down 6.3% quarter-over-quarter.
- 53 funds opened new Realty Income positions in Q2 2017 and 47 closed out, a net change of +6 holders.
- The largest Realty Income buyer in Q2 2017 was APG Asset Management US, an estimated $63.4M added.
- The largest Realty Income seller in Q2 2017 was JP Morgan Chase, an estimated $74.3M sold.
Based on aggregated 13F filings for Q2 2017.