Realty Income
773 hedge funds and large institutions have $18.7B invested in Realty Income in 2019 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 325 increasing their positions, 235 reducing their positions, and 74 closing their positions.
52% more call options, than puts
Call options by funds: $117M | Put options by funds: $76.4M
38% more repeat investments, than reductions
Existing positions increased: 325 | Existing positions reduced: 235
18% more capital invested
Capital invested by funds: $15.8B → $18.7B (+$2.9B)
4.39% more ownership
Funds ownership: 74.9% → 79.28% (+4.4%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
3% less first-time investments, than exits
New positions opened: 72 | Existing positions closed: 74
1% less funds holding
Funds holding: 781 → 773 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$502M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
+$211M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$122M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$80.2M |
| 5 |
BlackRock
New York
|
+$54.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$162M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$60.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$54.1M |
| 4 |
SLAM
Swiss Life Asset Management
Zurich,
|
-$31.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$20.3M |
O Hedge Fund Activity: Q3 2019 in Review
773 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q3 2019, worth a combined $18.7B — up 18% from $15.8B a quarter earlier.
Sellers outnumbered buyers: 74 funds closed out of O and 72 opened new positions — a net loss of 2 holders — while 235 trimmed existing stakes and 325 added.
The largest buyer was Cohen & Steers, adding an estimated $502M. The largest seller was Invesco, cutting an estimated $162M.
- 773 institutional investors held Realty Income (O) as of Q3 2019, down from 781 in Q2 2019.
- Funds reported $18.7B of Realty Income stock for Q3 2019, up 18% quarter-over-quarter.
- 72 funds opened new Realty Income positions in Q3 2019 and 74 closed out, a net change of -2 holders.
- The largest Realty Income buyer in Q3 2019 was Cohen & Steers, an estimated $502M added.
- The largest Realty Income seller in Q3 2019 was Invesco, an estimated $162M sold.
Based on aggregated 13F filings for Q3 2019.