We are live on ! Find out more
O icon

Realty Income

792 hedge funds and large institutions have $15.7B invested in Realty Income in 2020 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 292 increasing their positions, 284 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 64

2% more funds holding

Funds holding: 776792 (+16)

3% more capital invested

Capital invested by funds: $15.3B → $15.7B (+$456M)

3% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 284

0.58% more ownership

Funds ownership: 77.25%77.83% (+0.58%)

9% less call options, than puts

Call options by funds: $108M | Put options by funds: $119M

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
792
Holders Change
+16
Holders Change %
+2.06%
% of All Funds
15.98%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
87
Increased
292
Reduced
284
Closed
64
Calls
$108M
Puts
$119M
Net Calls
-$10.8M
Net Calls Change
-$7.98M
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
26
ProShare Advisors
Maryland
$103M +$1.67M +28,252 +2%
Swiss National Bank
27
Swiss National Bank
Switzerland
$99.5M +$982K +16,615 +1%
PP
28
Prudential plc
United Kingdom
$86.8M -$5.88M -99,485 -6%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$79.1M +$20M +338,385 +34%
LIMS
30
Lasalle Investment Management Securities
Maryland
$76.4M -$3.3M -55,857 -4%
BG
31
Bahl & Gaynor
Ohio
$67.8M -$894K -15,122 -1%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$61.6M -$111M -1,871,304 -64%
AllianceBernstein
33
AllianceBernstein
Tennessee
$59.7M -$9.43M -159,526 -14%
UBS Group
34
UBS Group
Switzerland
$57.9M +$6.97M +117,943 +14%
Citigroup
35
Citigroup
New York
$56M +$31.8M +537,214 +130%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$55.1M -$2.25M -38,114 -4%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$53.5M -$5.47M -92,467 -9%
Asset Management One
38
Asset Management One
Japan
$51.8M -$563K -9,518 -1%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$47.1M -$62.6K -1,058 -0.1%
PPA
40
Parametric Portfolio Associates
Washington
$44.9M +$975K +16,493 +2%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$43.1M -$8.37M -141,591 -16%
CS
42
Credit Suisse
Switzerland
$42M -$1.03M -17,347 -2%
Prudential Financial
43
Prudential Financial
New Jersey
$40.4M -$1.04M -17,536 -2%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$39M -$976K -16,501 -2%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$38.3M +$531K +8,974 +1%
RJA
46
Raymond James & Associates
Florida
$38.2M -$8.44M -142,690 -18%
Citadel Advisors
47
Citadel Advisors
Florida
$37.9M +$3.35M +56,734 +10%
Aberdeen Group
48
Aberdeen Group
United Kingdom
$36.2M -$6.24M -105,449 -15%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$35.8M -$17.3M -292,370 -32%
Mitsubishi UFJ Trust & Banking
50
Mitsubishi UFJ Trust & Banking
Japan
$32.9M +$14.4M +243,486 +77%

O Hedge Fund Activity: Q3 2020 in Review

792 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q3 2020, worth a combined $15.7B — up 3% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new O positions and 64 closed out — a net gain of 23 holders — while 292 added to existing stakes and 284 trimmed.

The largest buyer was Invesco, adding an estimated $228M. The largest seller was State Street, cutting an estimated $126M.

  • 792 institutional investors held Realty Income (O) as of Q3 2020, up from 776 in Q2 2020.
  • Funds reported $15.7B of Realty Income stock for Q3 2020, up 3% quarter-over-quarter.
  • 87 funds opened new Realty Income positions in Q3 2020 and 64 closed out, a net change of +23 holders.
  • The largest Realty Income buyer in Q3 2020 was Invesco, an estimated $228M added.
  • The largest Realty Income seller in Q3 2020 was State Street, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2020.