Realty Income
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.13B |
| 2 |
BlackRock
New York
|
+$609M |
| 3 |
Parnassus Investments
San Francisco,
California
|
+$327M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$237M |
| 5 |
JP Morgan Chase
New York
|
+$207M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$650M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$149M |
| 3 |
Cohen & Steers
New York
|
-$125M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$58.1M |
| 5 |
CCM
Cullen Capital Management
New York
|
-$56.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QL
1276
Quarry LP
New York
| – | -$20.5K | -357 | Closed |
|
|
NFA
1277
Northwest Financial Advisors
Herndon,
Virginia
| – | -$20.3K | -353 | Closed |
|
|
TVAMP
1278
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| – | -$16.1K | -280 | Closed |
|
|
PS
1279
Planned Solutions
Folsom,
California
| – | -$11.5K | -200 | Closed |
|
|
MSWM
1280
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| – | -$4.77K | -83 | Closed |
|
|
LF
1281
Lee Financial
Dallas,
Texas
| – | -$4.73K | -82 | Closed |
|
|
HI
1282
Hoey Investments
Coatesville,
Pennsylvania
| – | -$4.42K | -77 | Closed |
|
|
PVH
1283
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$4K | -66 | Closed |
|
|
VNIM
1284
Vaughan Nelson Investment Management
Houston,
Texas
| – | -$2K | -41 | Closed |
|
|
VF
1285
VitalStone Financial
Shavano Park,
Texas
| – | -$1K | -21 | Closed |
|
|
AIMA
1286
Ables Iannone Moore & Associates
Savannah,
Georgia
| – | -$804 | -14 | Closed |
|
|
JFGIW
1287
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$289 | -5 | Closed |
|
1288
DZ Bank
Frankfurt Am Main,
Germany
| – | -$37 | -1 | Closed |
|
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.