Realty Income
683 hedge funds and large institutions have $11.9B invested in Realty Income in 2018 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 241 increasing their positions, 256 reducing their positions, and 48 closing their positions.
33% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 48
10% more capital invested
Capital invested by funds: $10.8B → $11.9B (+$1.07B)
1% more funds holding
Funds holding: 673 → 683 (+10)
1.34% more ownership
Funds ownership: 73.02% → 74.36% (+1.3%)
6% less repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 256
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
15% less call options, than puts
Call options by funds: $76.8M | Put options by funds: $89.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$197M |
| 2 |
BlackRock
New York
|
+$152M |
| 3 |
ZP
Zimmer Partners
New York
|
+$76M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$75.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$30.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$125M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$43.4M |
| 3 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
-$21.3M |
| 4 |
Millennium Management
New York
|
-$20.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$20.1M |
O Hedge Fund Activity: Q3 2018 in Review
683 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q3 2018, worth a combined $11.9B — up 9.9% from $10.8B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new O positions and 48 closed out — a net gain of 16 holders — while 241 added to existing stakes and 256 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $197M. The largest seller was Cohen & Steers, cutting an estimated $125M.
- 683 institutional investors held Realty Income (O) as of Q3 2018, up from 673 in Q2 2018.
- Funds reported $11.9B of Realty Income stock for Q3 2018, up 9.9% quarter-over-quarter.
- 64 funds opened new Realty Income positions in Q3 2018 and 48 closed out, a net change of +16 holders.
- The largest Realty Income buyer in Q3 2018 was Deutsche Bank, an estimated $197M added.
- The largest Realty Income seller in Q3 2018 was Cohen & Steers, an estimated $125M sold.
Based on aggregated 13F filings for Q3 2018.