Realty Income
1,154 hedge funds and large institutions have $35.6B invested in Realty Income in 2023 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 469 increasing their positions, 384 reducing their positions, and 97 closing their positions.
109% more first-time investments, than exits
New positions opened: 203 | Existing positions closed: 97
91% more funds holding in top 10
Funds holding in top 10: 11 → 21 (+10)
61% more call options, than puts
Call options by funds: $332M | Put options by funds: $206M
24% more capital invested
Capital invested by funds: $28.6B → $35.6B (+$6.97B)
22% more repeat investments, than reductions
Existing positions increased: 469 | Existing positions reduced: 384
9% more funds holding
Funds holding: 1,062 → 1,154 (+92)
4.82% more ownership
Funds ownership: 80.85% → 85.67% (+4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$683M |
| 2 |
BlackRock
New York
|
+$294M |
| 3 |
State Street
Boston,
Massachusetts
|
+$232M |
| 4 |
RIM
Rush Island Management
New York
|
+$176M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$160M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$89.2M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$62.9M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$43.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$38.7M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$38M |
O Hedge Fund Activity: Q4 2023 in Review
1,154 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q4 2023, worth a combined $35.6B — up 24% from $28.6B a quarter earlier.
Buyers outnumbered sellers: 203 funds opened new O positions and 97 closed out — a net gain of 106 holders — while 469 added to existing stakes and 384 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $683M. The largest seller was JP Morgan Chase, cutting an estimated $89.2M.
- 1,154 institutional investors held Realty Income (O) as of Q4 2023, up from 1,062 in Q3 2023.
- Funds reported $35.6B of Realty Income stock for Q4 2023, up 24% quarter-over-quarter.
- 203 funds opened new Realty Income positions in Q4 2023 and 97 closed out, a net change of +106 holders.
- The largest Realty Income buyer in Q4 2023 was Morgan Stanley, an estimated $683M added.
- The largest Realty Income seller in Q4 2023 was JP Morgan Chase, an estimated $89.2M sold.
Based on aggregated 13F filings for Q4 2023.