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Realty Income

500 hedge funds and large institutions have $9.17B invested in Realty Income in 2015 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 239 increasing their positions, 139 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $38.5M | Put options by funds: $16.1M

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

72% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 139

40% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 30

31% more capital invested

Capital invested by funds: $7.01B → $9.17B (+$2.16B)

2% more funds holding

Funds holding: 490500 (+10)

0.64% more ownership

Funds ownership: 70.12%70.75% (+0.64%)

Holders
500
Holders Change
+10
Holders Change %
+2.04%
% of All Funds
13.96%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.36%
New
42
Increased
239
Reduced
139
Closed
30
Calls
$38.5M
Puts
$16.1M
Net Calls
+$22.4M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
176
KBC Group
Belgium
$2.82M +$374K +8,277 +16%
OTPPB
177
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.81M +$9.25K +205 +0.3%
HCM
178
Hengehold Capital Management
Ohio
$2.79M +$90.4K +2,004 +3%
HIMCH
179
Hartford Investment Management Co (HIMCO)
Connecticut
$2.76M +$47.4K +1,050 +2%
CIBC Asset Management
180
CIBC Asset Management
Ontario, Canada
$2.76M +$28.1K +623 +1%
IRF
181
IBM Retirement Fund
New York
$2.61M -$135K -2,981 -5%
CFA
182
CT Financial Advisors
Pennsylvania
$2.61M +$41.5K +920 +2%
US Bancorp
183
US Bancorp
Minnesota
$2.6M -$85.1K -1,885 -3%
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$2.59M -$5.2M -115,214 -67%
EIM
185
ExxonMobil Investment Management
Texas
$2.56M +$107K +2,367 +4%
IG
186
ING Group
Netherlands
$2.51M -$2.41M -53,355 -49%
NCM
187
Novare Capital Management
North Carolina
$2.49M -$179K -3,974 -7%
ClearBridge Investments
188
ClearBridge Investments
New York
$2.44M -$3.07M -68,112 -56%
BOH
189
Bank of Hawaii
Hawaii
$2.42M -$91.2K -2,020 -4%
GT
190
Glenmede Trust
Pennsylvania
$2.41M -$19.6K -435 -0.8%
WS
191
Wedbush Securities
California
$2.36M -$135K -2,995 -6%
VLKIM
192
Van Lanschot Kempen Investment Management
Netherlands
$2.36M +$149K +3,295 +7%
SWP
193
Stratos Wealth Partners
Ohio
$2.35M +$86.3K +1,911 +4%
OCM
194
Orleans Capital Management
Louisiana
$2.34M -$50.9K -1,128 -2%
Canada Pension Plan Investment Board
195
Canada Pension Plan Investment Board
Ontario, Canada
$2.33M +$242K +5,366 +12%
CA
196
Cetera Advisors
Colorado
$2.33M -$23.2K -515 -1%
BCIM
197
British Columbia Investment Management
British Columbia, Canada
$2.28M -$109K -2,426 -5%
DL
198
Delta Lloyd
Netherlands
$2.27M -$157K -3,472 -7%
HCA
199
Horan Capital Advisors
Ohio
$2.26M +$71.9K +1,594 +3%
URS
200
Utah Retirement Systems
Utah
$2.25M +$27.9K +619 +1%

O Hedge Fund Activity: Q3 2015 in Review

500 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q3 2015, worth a combined $9.17B — up 31% from $7.01B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new O positions and 30 closed out — a net gain of 12 holders — while 239 added to existing stakes and 139 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $52.8M. The largest seller was Neuberger Berman Group, cutting an estimated $37.2M.

  • 500 institutional investors held Realty Income (O) as of Q3 2015, up from 490 in Q2 2015.
  • Funds reported $9.17B of Realty Income stock for Q3 2015, up 31% quarter-over-quarter.
  • 42 funds opened new Realty Income positions in Q3 2015 and 30 closed out, a net change of +12 holders.
  • The largest Realty Income buyer in Q3 2015 was American Century Companies, an estimated $52.8M added.
  • The largest Realty Income seller in Q3 2015 was Neuberger Berman Group, an estimated $37.2M sold.

Based on aggregated 13F filings for Q3 2015.