Realty Income
650 hedge funds and large institutions have $10.4B invested in Realty Income in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 249 increasing their positions, 244 reducing their positions, and 81 closing their positions.
2% more repeat investments, than reductions
Existing positions increased: 249 | Existing positions reduced: 244
0.66% less ownership
Funds ownership: 71.7% → 71.03% (-0.66%)
3% less funds holding
Funds holding: 669 → 650 (-19)
9% less capital invested
Capital invested by funds: $11.5B → $10.4B (-$1.07B)
15% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 81
32% less call options, than puts
Call options by funds: $90.2M | Put options by funds: $133M
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$223M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$36.6M |
| 3 |
State Street
Boston,
Massachusetts
|
+$22.5M |
| 4 |
TIAAOA
Teachers Insurance & Annuity Association of America
New York
|
+$19M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$103M |
| 2 |
Bank of New York Mellon
New York
|
-$64.8M |
| 3 |
JP Morgan Chase
New York
|
-$57.1M |
| 4 |
Two Sigma Advisers
New York
|
-$40M |
| 5 |
Two Sigma Investments
New York
|
-$34.2M |
O Hedge Fund Activity: Q1 2018 in Review
650 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q1 2018, worth a combined $10.4B — down 9.3% from $11.5B a quarter earlier.
Sellers outnumbered buyers: 81 funds closed out of O and 69 opened new positions — a net loss of 12 holders — while 244 trimmed existing stakes and 249 added.
The largest buyer was Cohen & Steers, adding an estimated $223M. The largest seller was Vanguard Group, cutting an estimated $103M.
- 650 institutional investors held Realty Income (O) as of Q1 2018, down from 669 in Q4 2017.
- Funds reported $10.4B of Realty Income stock for Q1 2018, down 9.3% quarter-over-quarter.
- 69 funds opened new Realty Income positions in Q1 2018 and 81 closed out, a net change of -12 holders.
- The largest Realty Income buyer in Q1 2018 was Cohen & Steers, an estimated $223M added.
- The largest Realty Income seller in Q1 2018 was Vanguard Group, an estimated $103M sold.
Based on aggregated 13F filings for Q1 2018.