Realty Income
389 hedge funds and large institutions have $4.96B invested in Realty Income in 2013 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 184 increasing their positions, 106 reducing their positions, and 35 closing their positions.
74% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 106
43% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 35
11% more call options, than puts
Call options by funds: $19.3M | Put options by funds: $17.4M
3% more funds holding
Funds holding: 376 → 389 (+13)
3.44% more ownership
Funds ownership: 62.14% → 65.58% (+3.4%)
0% more capital invested
Capital invested by funds: $4.95B → $4.96B (+$12.7M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTCM
Fir Tree Capital Management
New York
|
+$83.7M |
| 2 |
JP Morgan Chase
New York
|
+$80.7M |
| 3 |
BNP Paribas Asset Management
Paris,
France
|
+$61.4M |
| 4 |
SMDAM
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
+$60.6M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$54.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$242M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$28.9M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
-$27.3M |
| 4 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$16.5M |
| 5 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$16M |
O Hedge Fund Activity: Q3 2013 in Review
389 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q3 2013, worth a combined $4.96B — up 0.26% from $4.95B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new O positions and 35 closed out — a net gain of 15 holders — while 184 added to existing stakes and 106 trimmed.
The largest buyer was Fir Tree Capital Management, opening a new position worth an estimated $83.7M. The largest seller was Cohen & Steers, cutting an estimated $242M.
- 389 institutional investors held Realty Income (O) as of Q3 2013, up from 376 in Q2 2013.
- Funds reported $4.96B of Realty Income stock for Q3 2013, up 0.26% quarter-over-quarter.
- 50 funds opened new Realty Income positions in Q3 2013 and 35 closed out, a net change of +15 holders.
- The largest Realty Income buyer in Q3 2013 was Fir Tree Capital Management, an estimated $83.7M added.
- The largest Realty Income seller in Q3 2013 was Cohen & Steers, an estimated $242M sold.
Based on aggregated 13F filings for Q3 2013.