Realty Income
745 hedge funds and large institutions have $14.1B invested in Realty Income in 2018 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 278 increasing their positions, 233 reducing their positions, and 49 closing their positions.
149% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 49
100% more funds holding in top 10
Funds holding in top 10: 6 → 12 (+6)
19% more repeat investments, than reductions
Existing positions increased: 278 | Existing positions reduced: 233
18% more capital invested
Capital invested by funds: $11.9B → $14.1B (+$2.2B)
9% more funds holding
Funds holding: 682 → 745 (+63)
3.93% more ownership
Funds ownership: 74.36% → 78.3% (+3.9%)
18% less call options, than puts
Call options by funds: $78.4M | Put options by funds: $95.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$298M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$161M |
| 3 |
SBAM
Santa Barbara Asset Management
Los Angeles,
California
|
+$149M |
| 4 |
BlackRock
New York
|
+$124M |
| 5 |
ZP
Zimmer Partners
New York
|
+$111M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
-$150M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$77.7M |
| 3 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$68.7M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$39.1M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$30.7M |
O Hedge Fund Activity: Q4 2018 in Review
745 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q4 2018, worth a combined $14.1B — up 18% from $11.9B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new O positions and 49 closed out — a net gain of 73 holders — while 278 added to existing stakes and 233 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $298M. The largest seller was Nan Shan Life Insurance, cutting an estimated $150M.
- 745 institutional investors held Realty Income (O) as of Q4 2018, up from 682 in Q3 2018.
- Funds reported $14.1B of Realty Income stock for Q4 2018, up 18% quarter-over-quarter.
- 122 funds opened new Realty Income positions in Q4 2018 and 49 closed out, a net change of +73 holders.
- The largest Realty Income buyer in Q4 2018 was Cohen & Steers, an estimated $298M added.
- The largest Realty Income seller in Q4 2018 was Nan Shan Life Insurance, an estimated $150M sold.
Based on aggregated 13F filings for Q4 2018.