Realty Income
598 hedge funds and large institutions have $11.5B invested in Realty Income in 2017 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 251 increasing their positions, 199 reducing their positions, and 50 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 251 | Existing positions reduced: 199
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
12% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 50
9% more capital invested
Capital invested by funds: $10.5B → $11.5B (+$974M)
3.59% more ownership
Funds ownership: 72.05% → 75.63% (+3.6%)
0% less funds holding
Funds holding: 600 → 598 (-2)
38% less call options, than puts
Call options by funds: $79.2M | Put options by funds: $128M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$78.7M |
| 2 |
ZP
Zimmer Partners
New York
|
+$78.5M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$74M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$60.8M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$54.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$46.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$17.3M |
| 3 |
Millennium Management
New York
|
-$16.2M |
| 4 |
T
TOBAM
Paris,
France
|
-$14.1M |
| 5 |
ACM
Adelante Capital Management
Alameda,
California
|
-$13.7M |
O Hedge Fund Activity: Q3 2017 in Review
598 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q3 2017, worth a combined $11.5B — up 9.3% from $10.5B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new O positions and 50 closed out — a net gain of 6 holders — while 251 added to existing stakes and 199 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $78.7M. The largest seller was Invesco, cutting an estimated $46.4M.
- 598 institutional investors held Realty Income (O) as of Q3 2017, down from 600 in Q2 2017.
- Funds reported $11.5B of Realty Income stock for Q3 2017, up 9.3% quarter-over-quarter.
- 56 funds opened new Realty Income positions in Q3 2017 and 50 closed out, a net change of +6 holders.
- The largest Realty Income buyer in Q3 2017 was Deutsche Bank, an estimated $78.7M added.
- The largest Realty Income seller in Q3 2017 was Invesco, an estimated $46.4M sold.
Based on aggregated 13F filings for Q3 2017.