Realty Income
437 hedge funds and large institutions have $5.95B invested in Realty Income in 2014 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 209 increasing their positions, 111 reducing their positions, and 29 closing their positions.
93% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 29
88% more repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 111
25% more call options, than puts
Call options by funds: $31.4M | Put options by funds: $25.1M
20% more capital invested
Capital invested by funds: $4.95B → $5.95B (+$1B)
6% more funds holding
Funds holding: 414 → 437 (+23)
2.72% more ownership
Funds ownership: 69.69% → 72.42% (+2.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$201M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$156M |
| 3 |
Neuberger Berman Group
New York
|
+$53.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$51.4M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
+$48.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$34.5M |
| 2 |
Goldman Sachs
New York
|
-$32.7M |
| 3 |
N
Natixis
Paris,
France
|
-$26.2M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$19.9M |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$12.6M |
O Hedge Fund Activity: Q1 2014 in Review
437 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q1 2014, worth a combined $5.95B — up 20% from $4.95B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new O positions and 29 closed out — a net gain of 27 holders — while 209 added to existing stakes and 111 trimmed.
The largest buyer was Invesco, adding an estimated $201M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $34.5M sold.
- 437 institutional investors held Realty Income (O) as of Q1 2014, up from 414 in Q4 2013.
- Funds reported $5.95B of Realty Income stock for Q1 2014, up 20% quarter-over-quarter.
- 56 funds opened new Realty Income positions in Q1 2014 and 29 closed out, a net change of +27 holders.
- The largest Realty Income buyer in Q1 2014 was Invesco, an estimated $201M added.
- The largest Realty Income seller in Q1 2014 was Renaissance Technologies, an estimated $34.5M sold.
Based on aggregated 13F filings for Q1 2014.