Realty Income
585 hedge funds and large institutions have $12.1B invested in Realty Income in 2016 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 220 increasing their positions, 224 reducing their positions, and 50 closing their positions.
2% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 50
2% less repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 224
2% less funds holding
Funds holding: 594 → 585 (-9)
2.15% less ownership
Funds ownership: 74.22% → 72.07% (-2.2%)
6% less capital invested
Capital invested by funds: $12.9B → $12.1B (-$771M)
19% less funds holding in top 10
Funds holding in top 10: 16 → 13 (-3)
34% less call options, than puts
Call options by funds: $72.8M | Put options by funds: $110M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$89.4M |
| 2 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$85.2M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$34.3M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$32.8M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$26.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$267M |
| 2 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
-$158M |
| 3 |
JP Morgan Chase
New York
|
-$113M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$33.6M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$27M |
O Hedge Fund Activity: Q3 2016 in Review
585 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q3 2016, worth a combined $12.1B — down 6% from $12.9B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new O positions and 50 closed out — a net gain of 1 holder — while 220 added to existing stakes and 224 trimmed.
The largest buyer was Vanguard Group, adding an estimated $89.4M. The largest seller was Invesco, cutting an estimated $267M.
- 585 institutional investors held Realty Income (O) as of Q3 2016, down from 594 in Q2 2016.
- Funds reported $12.1B of Realty Income stock for Q3 2016, down 6% quarter-over-quarter.
- 51 funds opened new Realty Income positions in Q3 2016 and 50 closed out, a net change of +1 holder.
- The largest Realty Income buyer in Q3 2016 was Vanguard Group, an estimated $89.4M added.
- The largest Realty Income seller in Q3 2016 was Invesco, an estimated $267M sold.
Based on aggregated 13F filings for Q3 2016.