Realty Income
414 hedge funds and large institutions have $4.95B invested in Realty Income in 2013 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 177 increasing their positions, 127 reducing their positions, and 32 closing their positions.
88% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 32
39% more repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 127
12% more call options, than puts
Call options by funds: $22.6M | Put options by funds: $20.2M
6% more funds holding
Funds holding: 389 → 414 (+25)
4.12% more ownership
Funds ownership: 65.57% → 69.69% (+4.1%)
0% less capital invested
Capital invested by funds: $4.96B → $4.95B (-$3.8M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$93.5M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$48.3M |
| 3 |
N
Natixis
Paris,
France
|
+$27.8M |
| 4 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$26.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$24.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Swiss National Bank
Zurich,
Switzerland
|
-$42.3M |
| 2 |
Renaissance Technologies
New York
|
-$15.8M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$14.6M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$12.3M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$10.5M |
O Hedge Fund Activity: Q4 2013 in Review
414 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q4 2013, worth a combined $4.95B — down 0.08% from $4.96B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new O positions and 32 closed out — a net gain of 28 holders — while 177 added to existing stakes and 127 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $93.5M. The largest seller was Swiss National Bank, cutting an estimated $42.3M.
- 414 institutional investors held Realty Income (O) as of Q4 2013, up from 389 in Q3 2013.
- Funds reported $4.95B of Realty Income stock for Q4 2013, down 0.08% quarter-over-quarter.
- 60 funds opened new Realty Income positions in Q4 2013 and 32 closed out, a net change of +28 holders.
- The largest Realty Income buyer in Q4 2013 was Cohen & Steers, an estimated $93.5M added.
- The largest Realty Income seller in Q4 2013 was Swiss National Bank, an estimated $42.3M sold.
Based on aggregated 13F filings for Q4 2013.