Realty Income
1,062 hedge funds and large institutions have $28.6B invested in Realty Income in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 466 increasing their positions, 385 reducing their positions, and 127 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 466 | Existing positions reduced: 385
3% less funds holding
Funds holding: 1,097 → 1,062 (-35)
3.27% less ownership
Funds ownership: 84.11% → 80.85% (-3.3%)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
12% less call options, than puts
Call options by funds: $136M | Put options by funds: $155M
15% less capital invested
Capital invested by funds: $33.9B → $28.6B (-$5.25B)
18% less first-time investments, than exits
New positions opened: 104 | Existing positions closed: 127
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$247M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$240M |
| 3 |
BlackRock
New York
|
+$168M |
| 4 |
SI
Scharf Investments
Los Gatos,
California
|
+$141M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$75.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$430M |
| 2 |
Cohen & Steers
New York
|
-$130M |
| 3 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
-$118M |
| 4 |
JP Morgan Chase
New York
|
-$93.3M |
| 5 |
Goldman Sachs
New York
|
-$89.9M |
O Hedge Fund Activity: Q3 2023 in Review
1,062 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q3 2023, worth a combined $28.6B — down 15% from $33.9B a quarter earlier.
Sellers outnumbered buyers: 127 funds closed out of O and 104 opened new positions — a net loss of 23 holders — while 385 trimmed existing stakes and 466 added.
The largest buyer was State Street, adding an estimated $247M. The largest seller was Bank of America, cutting an estimated $430M.
- 1,062 institutional investors held Realty Income (O) as of Q3 2023, down from 1,097 in Q2 2023.
- Funds reported $28.6B of Realty Income stock for Q3 2023, down 15% quarter-over-quarter.
- 104 funds opened new Realty Income positions in Q3 2023 and 127 closed out, a net change of -23 holders.
- The largest Realty Income buyer in Q3 2023 was State Street, an estimated $247M added.
- The largest Realty Income seller in Q3 2023 was Bank of America, an estimated $430M sold.
Based on aggregated 13F filings for Q3 2023.