Realty Income
776 hedge funds and large institutions have $15.3B invested in Realty Income in 2020 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 278 increasing their positions, 285 reducing their positions, and 90 closing their positions.
21% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 90
20% more capital invested
Capital invested by funds: $12.8B → $15.3B (+$2.5B)
2% more funds holding
Funds holding: 763 → 776 (+13)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
0.08% less ownership
Funds ownership: 77.33% → 77.25% (-0.08%)
2% less repeat investments, than reductions
Existing positions increased: 278 | Existing positions reduced: 285
3% less call options, than puts
Call options by funds: $84M | Put options by funds: $86.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$227M |
| 2 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$189M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$79.1M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$63.2M |
| 5 |
Morgan Stanley
New York
|
+$50.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$151M |
| 2 |
Cohen & Steers
New York
|
-$133M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$73.6M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$64.5M |
| 5 |
ZP
Zimmer Partners
New York
|
-$62.3M |
O Hedge Fund Activity: Q2 2020 in Review
776 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q2 2020, worth a combined $15.3B — up 20% from $12.8B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new O positions and 90 closed out — a net gain of 19 holders — while 278 added to existing stakes and 285 trimmed.
The largest buyer was State Street, adding an estimated $227M. The largest seller was BlackRock, cutting an estimated $151M.
- 776 institutional investors held Realty Income (O) as of Q2 2020, up from 763 in Q1 2020.
- Funds reported $15.3B of Realty Income stock for Q2 2020, up 20% quarter-over-quarter.
- 109 funds opened new Realty Income positions in Q2 2020 and 90 closed out, a net change of +19 holders.
- The largest Realty Income buyer in Q2 2020 was State Street, an estimated $227M added.
- The largest Realty Income seller in Q2 2020 was BlackRock, an estimated $151M sold.
Based on aggregated 13F filings for Q2 2020.