Realty Income
855 hedge funds and large institutions have $18.5B invested in Realty Income in 2019 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 328 increasing their positions, 227 reducing their positions, and 53 closing their positions.
183% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 53
44% more repeat investments, than reductions
Existing positions increased: 328 | Existing positions reduced: 227
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
11% more funds holding
Funds holding: 773 → 855 (+82)
0.28% more ownership
Funds ownership: 79.28% → 79.56% (+0.28%)
1% less capital invested
Capital invested by funds: $18.7B → $18.5B (-$257M)
18% less call options, than puts
Call options by funds: $90.9M | Put options by funds: $110M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$149M |
| 2 |
ZP
Zimmer Partners
New York
|
+$123M |
| 3 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$115M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$95M |
| 5 |
BlackRock
New York
|
+$83.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$291M |
| 2 |
State Street
Boston,
Massachusetts
|
-$147M |
| 3 |
JP Morgan Chase
New York
|
-$46.8M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$39.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$39.6M |
O Hedge Fund Activity: Q4 2019 in Review
855 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q4 2019, worth a combined $18.5B — down 1.4% from $18.7B a quarter earlier.
Buyers outnumbered sellers: 150 funds opened new O positions and 53 closed out — a net gain of 97 holders — while 328 added to existing stakes and 227 trimmed.
The largest buyer was PGGM Investments, opening a new position worth an estimated $149M. The largest seller was Cohen & Steers, cutting an estimated $291M.
- 855 institutional investors held Realty Income (O) as of Q4 2019, up from 773 in Q3 2019.
- Funds reported $18.5B of Realty Income stock for Q4 2019, down 1.4% quarter-over-quarter.
- 150 funds opened new Realty Income positions in Q4 2019 and 53 closed out, a net change of +97 holders.
- The largest Realty Income buyer in Q4 2019 was PGGM Investments, an estimated $149M added.
- The largest Realty Income seller in Q4 2019 was Cohen & Steers, an estimated $291M sold.
Based on aggregated 13F filings for Q4 2019.