We are live on ! Find out more
O icon

Realty Income

792 hedge funds and large institutions have $15.7B invested in Realty Income in 2020 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 292 increasing their positions, 284 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 64

2% more funds holding

Funds holding: 776792 (+16)

3% more capital invested

Capital invested by funds: $15.3B → $15.7B (+$456M)

3% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 284

0.58% more ownership

Funds ownership: 77.25%77.83% (+0.58%)

9% less call options, than puts

Call options by funds: $108M | Put options by funds: $119M

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
792
Holders Change
+16
Holders Change %
+2.06%
% of All Funds
15.98%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
87
Increased
292
Reduced
284
Closed
64
Calls
$108M
Puts
$119M
Net Calls
-$10.8M
Net Calls Change
-$7.98M
Name Holding Trade Value Shares
Change
Change in
Stake
URS
176
Utah Retirement Systems
Utah
$4.57M +$36.6K +619 +0.8%
GWM
177
Geneos Wealth Management
Colorado
$4.55M +$119K +2,010 +3%
CIC
178
Carnegie Investment Counsel
Ohio
$4.54M -$468K -7,919 -9%
Handelsbanken Fonder
179
Handelsbanken Fonder
Sweden
$4.53M +$79.3K +1,341 +2%
EAM
180
Eagle Asset Management
Florida
$4.46M +$1.02M +17,204 +30%
AAM
181
Advisors Asset Management
Colorado
$4.33M -$505K -8,543 -10%
State of Tennessee, Department of Treasury
182
State of Tennessee, Department of Treasury
Tennessee
$4.23M -$57.1K -965 -1%
FAAS
183
First Allied Advisory Services
California
$4.2M -$138K -2,331 -3%
LWM
184
Loveless Wealth Management
Montana
$4.12M -$31.6K -534 -0.8%
LIA
185
LS Investment Advisors
Michigan
$4.12M +$169K +2,862 +4%
Marshall Wace
186
Marshall Wace
United Kingdom
$4.11M +$4.13M +69,840 New
Canada Pension Plan Investment Board
187
Canada Pension Plan Investment Board
Ontario, Canada
$4.09M +$2.64M +44,731 +181%
Skandinaviska Enskilda Banken (SEB)
188
Skandinaviska Enskilda Banken (SEB)
Sweden
$4M +$63.9K +1,080 +2%
DCM
189
Dupont Capital Management
Delaware
$3.9M +$348K +5,880 +10%
FCM
190
Frontier Capital Management
Massachusetts
$3.88M -$69.1K -1,168 -2%
RWM
191
Rench Wealth Management
Texas
$3.87M +$16.8K +284 +0.4%
NAM
192
Nissay Asset Management
Japan
$3.87M +$216K +3,646 +6%
TPSF
193
Texas Permanent School Fund
Texas
$3.85M +$174K +2,945 +5%
OC
194
Oppenheimer & Co
New York
$3.76M -$288K -4,873 -7%
Fidelity International
195
Fidelity International
Bermuda
$3.74M -$213K -3,606 -5%
MCM
196
Mattern Capital Management
Colorado
$3.72M +$117K +1,979 +3%
First Trust Advisors
197
First Trust Advisors
Illinois
$3.72M +$130K +2,203 +4%
FAF
198
Första AP-fonden
Sweden
$3.69M +$714K +12,074 +24%
BCM
199
BlueMar Capital Management
Florida
$3.63M -$808K -13,670 -18%
BCIM
200
British Columbia Investment Management
British Columbia, Canada
$3.62M +$371K +6,280 +11%

O Hedge Fund Activity: Q3 2020 in Review

792 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q3 2020, worth a combined $15.7B — up 3% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new O positions and 64 closed out — a net gain of 23 holders — while 292 added to existing stakes and 284 trimmed.

The largest buyer was Invesco, adding an estimated $228M. The largest seller was State Street, cutting an estimated $126M.

  • 792 institutional investors held Realty Income (O) as of Q3 2020, up from 776 in Q2 2020.
  • Funds reported $15.7B of Realty Income stock for Q3 2020, up 3% quarter-over-quarter.
  • 87 funds opened new Realty Income positions in Q3 2020 and 64 closed out, a net change of +23 holders.
  • The largest Realty Income buyer in Q3 2020 was Invesco, an estimated $228M added.
  • The largest Realty Income seller in Q3 2020 was State Street, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2020.