Realty Income
490 hedge funds and large institutions have $7.01B invested in Realty Income in 2015 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 214 increasing their positions, 146 reducing their positions, and 45 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 146
44% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 45
24% more call options, than puts
Call options by funds: $39.4M | Put options by funds: $31.7M
3% more funds holding
Funds holding: 477 → 490 (+13)
0.75% less ownership
Funds ownership: 70.86% → 70.12% (-0.75%)
12% less capital invested
Capital invested by funds: $8B → $7.01B (-$997M)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$140M |
| 2 |
State Street
Boston,
Massachusetts
|
+$117M |
| 3 |
H
Hexavest
Montreal,
Quebec, Canada
|
+$48.4M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$28.3M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$27.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$192M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$39.4M |
| 3 |
JP Morgan Chase
New York
|
-$37.8M |
| 4 |
Renaissance Technologies
New York
|
-$22.4M |
| 5 |
AIG
American International Group
New York
|
-$17.1M |
O Hedge Fund Activity: Q2 2015 in Review
490 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q2 2015, worth a combined $7.01B — down 12% from $8B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new O positions and 45 closed out — a net gain of 20 holders — while 214 added to existing stakes and 146 trimmed.
The largest buyer was Vanguard Group, adding an estimated $140M. The largest seller was BlackRock Fund Advisors, cutting an estimated $192M.
- 490 institutional investors held Realty Income (O) as of Q2 2015, up from 477 in Q1 2015.
- Funds reported $7.01B of Realty Income stock for Q2 2015, down 12% quarter-over-quarter.
- 65 funds opened new Realty Income positions in Q2 2015 and 45 closed out, a net change of +20 holders.
- The largest Realty Income buyer in Q2 2015 was Vanguard Group, an estimated $140M added.
- The largest Realty Income seller in Q2 2015 was BlackRock Fund Advisors, an estimated $192M sold.
Based on aggregated 13F filings for Q2 2015.