Realty Income
477 hedge funds and large institutions have $7.98B invested in Realty Income in 2015 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 191 increasing their positions, 169 reducing their positions, and 33 closing their positions.
127% more capital inflows, than outflows
Capital inflows: $987M | Capital outflows: $435M
45% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 33
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
13% more repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 169
3.89% more ownership
Funds ownership: 64.79% → 68.67% (+3.9%)
1% more funds holding
Funds holding: 471 → 477 (+6)
19% less call options, than puts
Call options by funds: $31.8M | Put options by funds: $39.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$351M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
+$89.1M |
| 3 |
Cohen & Steers
New York
|
+$88.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$70.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$29.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$59.4M |
| 2 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
-$30M |
| 3 |
BNP Paribas Asset Management
Paris,
France
|
-$27.7M |
| 4 |
Teachers Advisors
New York
|
-$26.5M |
| 5 |
FTCM
Fir Tree Capital Management
New York
|
-$21.9M |
O Hedge Fund Activity: Q1 2015 in Review
477 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q1 2015, worth a combined $7.98B — up 16% from $6.9B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new O positions and 33 closed out — a net gain of 15 holders — while 191 added to existing stakes and 169 trimmed.
The largest buyer was State Street, adding an estimated $351M. The largest seller was JP Morgan Chase, cutting an estimated $59.4M.
- 477 institutional investors held Realty Income (O) as of Q1 2015, up from 471 in Q4 2014.
- Funds reported $7.98B of Realty Income stock for Q1 2015, up 16% quarter-over-quarter.
- 48 funds opened new Realty Income positions in Q1 2015 and 33 closed out, a net change of +15 holders.
- The largest Realty Income buyer in Q1 2015 was State Street, an estimated $351M added.
- The largest Realty Income seller in Q1 2015 was JP Morgan Chase, an estimated $59.4M sold.
Based on aggregated 13F filings for Q1 2015.