Realty Income
603 hedge funds and large institutions have $11.2B invested in Realty Income in 2017 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 237 increasing their positions, 212 reducing their positions, and 49 closing their positions.
27% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 49
12% more repeat investments, than reductions
Existing positions increased: 237 | Existing positions reduced: 212
12% more capital invested
Capital invested by funds: $10.1B → $11.2B (+$1.16B)
1.86% more ownership
Funds ownership: 67.74% → 69.6% (+1.9%)
1% more funds holding
Funds holding: 599 → 603 (+4)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
35% less call options, than puts
Call options by funds: $69M | Put options by funds: $106M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.5B |
| 2 |
JP Morgan Chase
New York
|
+$220M |
| 3 |
Cohen & Steers
New York
|
+$131M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$112M |
| 5 |
State Street
Boston,
Massachusetts
|
+$92.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$118M |
| 2 |
Renaissance Technologies
New York
|
-$60M |
| 3 |
Bank of New York Mellon
New York
|
-$45.5M |
| 4 |
ST
Sabal Trust
St. Petersburg,
Florida
|
-$21M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$20.2M |
O Hedge Fund Activity: Q1 2017 in Review
603 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q1 2017, worth a combined $11.2B — up 12% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new O positions and 49 closed out — a net gain of 13 holders — while 237 added to existing stakes and 212 trimmed.
The largest buyer was BlackRock, adding an estimated $1.5B. The largest seller was Janus Henderson Investors US, cutting an estimated $118M.
- 603 institutional investors held Realty Income (O) as of Q1 2017, up from 599 in Q4 2016.
- Funds reported $11.2B of Realty Income stock for Q1 2017, up 12% quarter-over-quarter.
- 62 funds opened new Realty Income positions in Q1 2017 and 49 closed out, a net change of +13 holders.
- The largest Realty Income buyer in Q1 2017 was BlackRock, an estimated $1.5B added.
- The largest Realty Income seller in Q1 2017 was Janus Henderson Investors US, an estimated $118M sold.
Based on aggregated 13F filings for Q1 2017.