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Realty Income
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1,189 hedge funds and large institutions have $37B invested in Realty Income in 2024 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 628 increasing their positions, 291 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 628 | Existing positions reduced: 291

51% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 98

37% more call options, than puts

Call options by funds: $314M | Put options by funds: $230M

3% more funds holding

Funds holding: 1,154 → 1,189 (+35)

4% more capital invested

Capital invested by funds: $35.6B → $37B (+$1.38B)

6.32% less ownership

Funds ownership: 85.67% → 79.34% (-6.3%)

19% less funds holding in top 10

Funds holding in top 10: 21 → 17 (-4)

Holders
1,189
Holders Change
+35
Holders Change %
+3.03%
% of All Funds
17.13%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.24%
New
148
Increased
628
Reduced
291
Closed
98
Calls
$314M
Puts
$230M
Net Calls
+$83.9M
Net Calls Change
-$42.2M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.13B
2
BlackRock
BlackRock
New York
+$609M
3
Parnassus Investments
Parnassus Investments
California
+$327M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$237M
5
JP Morgan Chase
JP Morgan Chase
New York
+$207M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$650M
2
Principal Financial Group
Principal Financial Group
Iowa
-$149M
3
Cohen & Steers
Cohen & Steers
New York
-$125M
4
Ameriprise
Ameriprise
Minnesota
-$58.1M
5
CCM
Cullen Capital Management
New York
-$56.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PJWM
1251
Philip James Wealth Mangement
Georgia
– -$211K -3,674 Closed
JCM
1252
Jacobsen Capital Management
Utah
– -$206K -3,596 Closed
JC
1253
Jentner Corp
Ohio
– -$206K -3,593 Closed
WA
1254
WBH Advisory
Maryland
– -$203K -3,530 Closed
TAM
1255
Townsend Asset Management
North Carolina
– -$201K -3,507 Closed
SCM
1256
Shelton Capital Management
Colorado
– -$201K -3,502 Closed
NAG
1257
Northstar Advisory Group
New Jersey
– -$201K -3,500 Closed
MNBTD
1258
Moody National Bank Trust Division
Texas
– -$200K -3,490 Closed
SAW
1259
Signal Advisors Wealth
Michigan
– -$201K -3,485 Closed
DAC
1260
Dividend Assets Capital
South Carolina
– -$172K -3,000 Closed
EC
1261
Elequin Capital
New York
– -$165K -2,881 Closed
TWM
1262
Tradition Wealth Management
Minnesota
– -$107K -1,860 Closed
SIM
1263
Sentry Investment Management
Wisconsin
– -$93K -1,611 Closed
TCWA
1264
Turtle Creek Wealth Advisors
Texas
– -$83K -1,445 Closed
WCM
1265
Winthrop Capital Management
Indiana
– -$61.5K -1,071 Closed
HT
1266
Headlands Technologies
Illinois
– -$61K -1,063 Closed
MIFH
1267
Migdal Insurance & Financial Holdings
Israel
– -$61K -1,043 Closed
GWS
1268
Glassman Wealth Services
Virginia
– -$43.2K -753 Closed
SA
1269
Scarborough Advisors
Maryland
– -$39.4K -687 Closed
RIM
1270
Rockbridge Investment Management
New York
– -$37.3K -650 Closed
AWM
1271
Able Wealth Management
New Jersey
– -$32.4K -564 Closed
HFS
1272
HBC Financial Services
Washington
– -$28K -500 Closed
DI
1273
DAGCO Inc
Ohio
– -$28.2K -491 Closed
RFA
1274
Resurgent Financial Advisors
Georgia
– -$25.4K -443 Closed
CBT
1275
Central Bank & Trust
Kentucky
– -$21.8K -380 Closed
48 49 50
51
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O Hedge Fund Activity: Q1 2024 in Review

1,189 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q1 2024, worth a combined $37B — up 3.9% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new O positions and 98 closed out — a net gain of 50 holders — while 628 added to existing stakes and 291 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.13B. The largest seller was Morgan Stanley, cutting an estimated $650M.

  • 1,189 institutional investors held Realty Income (O) as of Q1 2024, up from 1,154 in Q4 2023.
  • Funds reported $37B of Realty Income stock for Q1 2024, up 3.9% quarter-over-quarter.
  • 148 funds opened new Realty Income positions in Q1 2024 and 98 closed out, a net change of +50 holders.
  • The largest Realty Income buyer in Q1 2024 was Vanguard Group, an estimated $1.13B added.
  • The largest Realty Income seller in Q1 2024 was Morgan Stanley, an estimated $650M sold.

Based on aggregated 13F filings for Q1 2024.