Realty Income
763 hedge funds and large institutions have $12.8B invested in Realty Income in 2020 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 280 increasing their positions, 298 reducing their positions, and 161 closing their positions.
19% more call options, than puts
Call options by funds: $60.6M | Put options by funds: $50.7M
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
6% less repeat investments, than reductions
Existing positions increased: 280 | Existing positions reduced: 298
2.23% less ownership
Funds ownership: 79.56% → 77.33% (-2.2%)
11% less funds holding
Funds holding: 855 → 763 (-92)
31% less capital invested
Capital invested by funds: $18.5B → $12.8B (-$5.7B)
49% less first-time investments, than exits
New positions opened: 82 | Existing positions closed: 161
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$398M |
| 2 |
JP Morgan Chase
New York
|
+$323M |
| 3 |
ProShare Advisors
Bethesda,
Maryland
|
+$92.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$87.5M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
+$82.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$423M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$178M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$103M |
| 4 |
ZP
Zimmer Partners
New York
|
-$97.1M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$84.7M |
O Hedge Fund Activity: Q1 2020 in Review
763 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q1 2020, worth a combined $12.8B — down 31% from $18.5B a quarter earlier.
Sellers outnumbered buyers: 161 funds closed out of O and 82 opened new positions — a net loss of 79 holders — while 298 trimmed existing stakes and 280 added.
The largest buyer was Bank of America, adding an estimated $398M. The largest seller was Cohen & Steers, cutting an estimated $423M.
- 763 institutional investors held Realty Income (O) as of Q1 2020, down from 855 in Q4 2019.
- Funds reported $12.8B of Realty Income stock for Q1 2020, down 31% quarter-over-quarter.
- 82 funds opened new Realty Income positions in Q1 2020 and 161 closed out, a net change of -79 holders.
- The largest Realty Income buyer in Q1 2020 was Bank of America, an estimated $398M added.
- The largest Realty Income seller in Q1 2020 was Cohen & Steers, an estimated $423M sold.
Based on aggregated 13F filings for Q1 2020.