Realty Income
600 hedge funds and large institutions have $10.1B invested in Realty Income in 2016 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 212 increasing their positions, 207 reducing their positions, and 61 closing their positions.
48% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 61
3% more funds holding
Funds holding: 584 → 600 (+16)
2% more repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 207
2.16% less ownership
Funds ownership: 72.06% → 69.9% (-2.2%)
16% less capital invested
Capital invested by funds: $12B → $10.1B (-$1.96B)
27% less call options, than puts
Call options by funds: $80.4M | Put options by funds: $111M
46% less funds holding in top 10
Funds holding in top 10: 13 → 7 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$68.3M |
| 2 |
Bank of New York Mellon
New York
|
+$51.8M |
| 3 |
Asset Management One
Tokyo,
Japan
|
+$26M |
| 4 |
State Street
Boston,
Massachusetts
|
+$22.2M |
| 5 |
H
Hexavest
Montreal,
Quebec, Canada
|
+$18.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$56.2M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$51.3M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$50.5M |
| 4 |
NIPH
NN Investment Partners Holdings
The Hague,
Netherlands
|
-$39.7M |
| 5 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$30.6M |
O Hedge Fund Activity: Q4 2016 in Review
600 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q4 2016, worth a combined $10.1B — down 16% from $12B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new O positions and 61 closed out — a net gain of 29 holders — while 212 added to existing stakes and 207 trimmed.
The largest buyer was Renaissance Technologies, opening a new position worth an estimated $68.3M. The largest seller was JP Morgan Chase, cutting an estimated $56.2M.
- 600 institutional investors held Realty Income (O) as of Q4 2016, up from 584 in Q3 2016.
- Funds reported $10.1B of Realty Income stock for Q4 2016, down 16% quarter-over-quarter.
- 90 funds opened new Realty Income positions in Q4 2016 and 61 closed out, a net change of +29 holders.
- The largest Realty Income buyer in Q4 2016 was Renaissance Technologies, an estimated $68.3M added.
- The largest Realty Income seller in Q4 2016 was JP Morgan Chase, an estimated $56.2M sold.
Based on aggregated 13F filings for Q4 2016.