Realty Income
1,097 hedge funds and large institutions have $33.9B invested in Realty Income in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 463 increasing their positions, 412 reducing their positions, and 96 closing their positions.
66% more call options, than puts
Call options by funds: $169M | Put options by funds: $102M
12% more repeat investments, than reductions
Existing positions increased: 463 | Existing positions reduced: 412
0.76% more ownership
Funds ownership: 83.36% → 84.11% (+0.76%)
2% less first-time investments, than exits
New positions opened: 94 | Existing positions closed: 96
3% less capital invested
Capital invested by funds: $34.8B → $33.9B (-$923M)
1% less funds holding
Funds holding: 1,113 → 1,097 (-16)
14% less funds holding in top 10
Funds holding in top 10: 14 → 12 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$160M |
| 2 |
BlackRock
New York
|
+$154M |
| 3 |
State Street
Boston,
Massachusetts
|
+$150M |
| 4 |
Goldman Sachs
New York
|
+$141M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$131M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$253M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$76M |
| 3 |
WCP
Waterfront Capital Partners
New York
|
-$61.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$49.6M |
| 5 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
-$31.6M |
O Hedge Fund Activity: Q2 2023 in Review
1,097 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q2 2023, worth a combined $33.9B — down 2.7% from $34.8B a quarter earlier.
Sellers outnumbered buyers: 96 funds closed out of O and 94 opened new positions — a net loss of 2 holders — while 412 trimmed existing stakes and 463 added.
The largest buyer was Vanguard Group, adding an estimated $160M. The largest seller was Morgan Stanley, cutting an estimated $253M.
- 1,097 institutional investors held Realty Income (O) as of Q2 2023, down from 1,113 in Q1 2023.
- Funds reported $33.9B of Realty Income stock for Q2 2023, down 2.7% quarter-over-quarter.
- 94 funds opened new Realty Income positions in Q2 2023 and 96 closed out, a net change of -2 holders.
- The largest Realty Income buyer in Q2 2023 was Vanguard Group, an estimated $160M added.
- The largest Realty Income seller in Q2 2023 was Morgan Stanley, an estimated $253M sold.
Based on aggregated 13F filings for Q2 2023.