Realty Income
567 hedge funds and large institutions have $11.2B invested in Realty Income in 2016 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 214 increasing their positions, 211 reducing their positions, and 28 closing their positions.
129% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 28
23% more capital invested
Capital invested by funds: $9.1B → $11.2B (+$2.06B)
7% more funds holding in top 10
Funds holding in top 10: 14 → 15 (+1)
6% more funds holding
Funds holding: 535 → 567 (+32)
10% more call options, than puts
Call options by funds: $87.5M | Put options by funds: $79.8M
1% more repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 211
0.83% more ownership
Funds ownership: 72.79% → 73.63% (+0.83%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$131M |
| 2 |
JP Morgan Chase
New York
|
+$81.3M |
| 3 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
+$71.3M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$70.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$66.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$150M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$146M |
| 3 |
State Street
Boston,
Massachusetts
|
-$82.3M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$60.4M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$27.5M |
O Hedge Fund Activity: Q1 2016 in Review
567 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q1 2016, worth a combined $11.2B — up 23% from $9.1B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new O positions and 28 closed out — a net gain of 36 holders — while 214 added to existing stakes and 211 trimmed.
The largest buyer was Vanguard Group, adding an estimated $131M. The largest seller was Cohen & Steers, cutting an estimated $150M.
- 567 institutional investors held Realty Income (O) as of Q1 2016, up from 535 in Q4 2015.
- Funds reported $11.2B of Realty Income stock for Q1 2016, up 23% quarter-over-quarter.
- 64 funds opened new Realty Income positions in Q1 2016 and 28 closed out, a net change of +36 holders.
- The largest Realty Income buyer in Q1 2016 was Vanguard Group, an estimated $131M added.
- The largest Realty Income seller in Q1 2016 was Cohen & Steers, an estimated $150M sold.
Based on aggregated 13F filings for Q1 2016.