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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
FIB
476
First Interstate Bank
Montana
$14K +$14K +310 New
AA
477
ALPS Advisors
Colorado
$13.9K +$55.9K +1,239 +4%
GXMC
478
Global X Management Company
New York
$13K +$1.4K +31 +13%
Manulife (Manufacturers Life Insurance)
479
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.5K +$289K +6,412 +3%
N
480
Nuveen
North Carolina
$10.8K +$9.13M +202,269 +616%
UFA
481
US Financial Advisors
Massachusetts
$10K
SNT
482
Security National Trust
West Virginia
$9K
AC
483
Alexandria Capital
Virginia
$9K +$90 +2 +1%
MMG
484
Monetary Management Group
Missouri
$9K +$9.3K +206 New
MAS
485
Madden Advisory Services
Florida
$9K +$9.61K +213 New
VIA
486
Vident Investment Advisory
Georgia
$8K +$7.85K +174 New
ED
487
Exane Derivatives
France
$7.91K +$45 +1 +0.6%
TSU
488
TD Securities (USA)
New York
$6K -$4.38M -97,053 -100%
CGT
489
Capital Guardian Trust
California
$6K
OC
490
Oakworth Capital
Alabama
$6K
TC
491
Trust Company
Kansas
$6K +$5.82K +129 New
SF
492
Synovus Financial
Georgia
$5K -$9.88K -219 -68%
HCMT
493
Highland Capital Management (Tennessee)
Tennessee
$5K
BCFS
494
Butensky & Cohen Financial Security
Florida
$5K +$4.65K +103 New
GAM
495
Gemmer Asset Management
California
$4K -$12.6K -279 -75%
DOA
496
D'Orazio & Associates
Virginia
$3K -$11.2K -249 -83%
TDC
497
Thompson Davis & Co
Virginia
$3K +$3.21K +71 New
Parallax Volatility Advisers
498
Parallax Volatility Advisers
California
$2K -$79.4K -1,759 -97%
CAW
499
Cornerstone Advisors (Washington)
Washington
$2K
PCTC
500
Perkins Coie Trust Company
Washington
$2K

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.