Realty Income
669 hedge funds and large institutions have $11.5B invested in Realty Income in 2017 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 224 increasing their positions, 220 reducing their positions, and 46 closing their positions.
154% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 46
12% more funds holding
Funds holding: 598 → 669 (+71)
2% more repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 220
0% more capital invested
Capital invested by funds: $11.5B → $11.5B (+$22.5M)
1.64% less ownership
Funds ownership: 75.63% → 73.99% (-1.6%)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
62% less call options, than puts
Call options by funds: $72.2M | Put options by funds: $189M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$60.6M |
| 2 |
BlackRock
New York
|
+$59M |
| 3 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
+$53.4M |
| 4 |
AAMU
APG Asset Management US
New York
|
+$43.2M |
| 5 |
Cohen & Steers
New York
|
+$41.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$80M |
| 2 |
ZP
Zimmer Partners
New York
|
-$78.3M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$72.7M |
| 4 |
JP Morgan Chase
New York
|
-$53.4M |
| 5 |
Bank of New York Mellon
New York
|
-$41.5M |
O Hedge Fund Activity: Q4 2017 in Review
669 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q4 2017, worth a combined $11.5B — up 0.2% from $11.5B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new O positions and 46 closed out — a net gain of 71 holders — while 224 added to existing stakes and 220 trimmed.
The largest buyer was Vanguard Group, adding an estimated $60.6M. The largest seller was Ameriprise, cutting an estimated $80M.
- 669 institutional investors held Realty Income (O) as of Q4 2017, up from 598 in Q3 2017.
- Funds reported $11.5B of Realty Income stock for Q4 2017, up 0.2% quarter-over-quarter.
- 117 funds opened new Realty Income positions in Q4 2017 and 46 closed out, a net change of +71 holders.
- The largest Realty Income buyer in Q4 2017 was Vanguard Group, an estimated $60.6M added.
- The largest Realty Income seller in Q4 2017 was Ameriprise, an estimated $80M sold.
Based on aggregated 13F filings for Q4 2017.