Realty Income
594 hedge funds and large institutions have $12.9B invested in Realty Income in 2016 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 247 increasing their positions, 187 reducing their positions, and 42 closing their positions.
93% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 42
32% more repeat investments, than reductions
Existing positions increased: 247 | Existing positions reduced: 187
17% more capital invested
Capital invested by funds: $11B → $12.9B (+$1.84B)
7% more funds holding in top 10
Funds holding in top 10: 15 → 16 (+1)
5% more funds holding
Funds holding: 567 → 594 (+27)
0.93% less ownership
Funds ownership: 75.18% → 74.25% (-0.93%)
21% less call options, than puts
Call options by funds: $104M | Put options by funds: $131M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$103M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$103M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$72.1M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$64.7M |
| 5 |
JP Morgan Chase
New York
|
+$49.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$235M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$132M |
| 3 |
Cohen & Steers
New York
|
-$52.7M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
-$52M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$15.8M |
O Hedge Fund Activity: Q2 2016 in Review
594 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q2 2016, worth a combined $12.9B — up 17% from $11B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new O positions and 42 closed out — a net gain of 39 holders — while 247 added to existing stakes and 187 trimmed.
The largest buyer was Vanguard Group, adding an estimated $103M. The largest seller was Royal London Asset Management, cutting an estimated $235M.
- 594 institutional investors held Realty Income (O) as of Q2 2016, up from 567 in Q1 2016.
- Funds reported $12.9B of Realty Income stock for Q2 2016, up 17% quarter-over-quarter.
- 81 funds opened new Realty Income positions in Q2 2016 and 42 closed out, a net change of +39 holders.
- The largest Realty Income buyer in Q2 2016 was Vanguard Group, an estimated $103M added.
- The largest Realty Income seller in Q2 2016 was Royal London Asset Management, an estimated $235M sold.
Based on aggregated 13F filings for Q2 2016.