Realty Income
427 hedge funds and large institutions have $6.27B invested in Realty Income in 2014 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 220 increasing their positions, 116 reducing their positions, and 36 closing their positions.
90% more repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 116
68% more call options, than puts
Call options by funds: $31.3M | Put options by funds: $18.6M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
5% more capital invested
Capital invested by funds: $5.97B → $6.27B (+$301M)
2% less funds holding
Funds holding: 437 → 427 (-10)
6.95% less ownership
Funds ownership: 72.42% → 65.46% (-7%)
22% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$72.3M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$41.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$41.1M |
| 4 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
+$40.8M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$32.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$162M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$138M |
| 3 |
JP Morgan Chase
New York
|
-$91M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$69.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$57.3M |
O Hedge Fund Activity: Q2 2014 in Review
427 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q2 2014, worth a combined $6.27B — up 5% from $5.97B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of O and 28 opened new positions — a net loss of 8 holders — while 116 trimmed existing stakes and 220 added.
The largest buyer was Norges Bank, adding an estimated $72.3M. The largest seller was Cohen & Steers, cutting an estimated $162M.
- 427 institutional investors held Realty Income (O) as of Q2 2014, down from 437 in Q1 2014.
- Funds reported $6.27B of Realty Income stock for Q2 2014, up 5% quarter-over-quarter.
- 28 funds opened new Realty Income positions in Q2 2014 and 36 closed out, a net change of -8 holders.
- The largest Realty Income buyer in Q2 2014 was Norges Bank, an estimated $72.3M added.
- The largest Realty Income seller in Q2 2014 was Cohen & Steers, an estimated $162M sold.
Based on aggregated 13F filings for Q2 2014.