We are live on ! Find out more
O icon

Realty Income
O

774 hedge funds and large institutions have $18.8B invested in Realty Income in 2019 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 325 increasing their positions, 235 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $117M | Put options by funds: $76.4M

38% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 235

18% more capital invested

Capital invested by funds: $15.8B → $18.8B (+$2.91B)

4.45% more ownership

Funds ownership: 74.83% → 79.28% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

1% less funds holding

Funds holding: 781 → 774 (-7)

1% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 74

Holders
774
Holders Change
-7
Holders Change %
-0.9%
% of All Funds
16.92%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
73
Increased
325
Reduced
235
Closed
74
Calls
$117M
Puts
$76.4M
Net Calls
+$40.1M
Net Calls Change
+$23.3M

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$502M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
+$211M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$122M
4
Principal Financial Group
Principal Financial Group
Iowa
+$80.2M
5
BlackRock
BlackRock
New York
+$54.9M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$162M
2
Nuveen
Nuveen
North Carolina
-$60.5M
3
Bank of America
Bank of America
North Carolina
-$54.1M
4
SLAM
Swiss Life Asset Management
-$31.6M
5
Citadel Advisors
Citadel Advisors
Florida
-$20.3M

O Hedge Fund Activity: Q3 2019 in Review

774 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q3 2019, worth a combined $18.8B — up 18% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of O and 73 opened new positions — a net loss of 1 holder — while 235 trimmed existing stakes and 325 added.

The largest buyer was Cohen & Steers, adding an estimated $502M. The largest seller was Invesco, cutting an estimated $162M.

  • 774 institutional investors held Realty Income (O) as of Q3 2019, down from 781 in Q2 2019.
  • Funds reported $18.8B of Realty Income stock for Q3 2019, up 18% quarter-over-quarter.
  • 73 funds opened new Realty Income positions in Q3 2019 and 74 closed out, a net change of -1 holder.
  • The largest Realty Income buyer in Q3 2019 was Cohen & Steers, an estimated $502M added.
  • The largest Realty Income seller in Q3 2019 was Invesco, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2019.