Realty Income
1,075 hedge funds and large institutions have $29.9B invested in Realty Income in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 508 increasing their positions, 303 reducing their positions, and 96 closing their positions.
68% more repeat investments, than reductions
Existing positions increased: 508 | Existing positions reduced: 303
39% more call options, than puts
Call options by funds: $167M | Put options by funds: $120M
6% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 96
0.83% more ownership
Funds ownership: 82.19% → 83.02% (+0.83%)
1% less funds holding
Funds holding: 1,089 → 1,075 (-14)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
12% less capital invested
Capital invested by funds: $33.8B → $29.9B (-$3.91B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$186M |
| 2 |
ZP
Zimmer Partners
New York
|
+$148M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$90.3M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$81.7M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$70.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$175M |
| 2 |
Cohen & Steers
New York
|
-$118M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$96.1M |
| 4 |
Morgan Stanley
New York
|
-$73.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$40.3M |
O Hedge Fund Activity: Q3 2022 in Review
1,075 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q3 2022, worth a combined $29.9B — down 12% from $33.8B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new O positions and 96 closed out — a net gain of 6 holders — while 508 added to existing stakes and 303 trimmed.
The largest buyer was Vanguard Group, adding an estimated $186M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $175M.
- 1,075 institutional investors held Realty Income (O) as of Q3 2022, down from 1,089 in Q2 2022.
- Funds reported $29.9B of Realty Income stock for Q3 2022, down 12% quarter-over-quarter.
- 102 funds opened new Realty Income positions in Q3 2022 and 96 closed out, a net change of +6 holders.
- The largest Realty Income buyer in Q3 2022 was Vanguard Group, an estimated $186M added.
- The largest Realty Income seller in Q3 2022 was CBRE Investment Management Listed Real Assets, an estimated $175M sold.
Based on aggregated 13F filings for Q3 2022.