Realty Income
535 hedge funds and large institutions have $9.1B invested in Realty Income in 2015 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 258 increasing their positions, 131 reducing their positions, and 29 closing their positions.
148% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 29
97% more repeat investments, than reductions
Existing positions increased: 258 | Existing positions reduced: 131
19% more capital invested
Capital invested by funds: $7.63B → $9.1B (+$1.47B)
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
7% more funds holding
Funds holding: 500 → 535 (+35)
2.04% more ownership
Funds ownership: 70.75% → 72.79% (+2%)
19% less call options, than puts
Call options by funds: $32.8M | Put options by funds: $40.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$124M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
+$83M |
| 3 |
Cohen & Steers
New York
|
+$82.9M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$75M |
| 5 |
Bank of New York Mellon
New York
|
+$72.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
APG Asset Management US
New York
|
-$36.6M |
| 2 |
State Street
Boston,
Massachusetts
|
-$23.1M |
| 3 |
Axa
Paris,
France
|
-$11M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$10.5M |
| 5 |
TIAAOA
Teachers Insurance & Annuity Association of America
New York
|
-$10.1M |
O Hedge Fund Activity: Q4 2015 in Review
535 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q4 2015, worth a combined $9.1B — up 19% from $7.63B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new O positions and 29 closed out — a net gain of 43 holders — while 258 added to existing stakes and 131 trimmed.
The largest buyer was Vanguard Group, adding an estimated $124M. The largest seller was APG Asset Management US, exiting entirely with an estimated $36.6M sold.
- 535 institutional investors held Realty Income (O) as of Q4 2015, up from 500 in Q3 2015.
- Funds reported $9.1B of Realty Income stock for Q4 2015, up 19% quarter-over-quarter.
- 72 funds opened new Realty Income positions in Q4 2015 and 29 closed out, a net change of +43 holders.
- The largest Realty Income buyer in Q4 2015 was Vanguard Group, an estimated $124M added.
- The largest Realty Income seller in Q4 2015 was APG Asset Management US, an estimated $36.6M sold.
Based on aggregated 13F filings for Q4 2015.