Realty Income
1,155 hedge funds and large institutions have $35B invested in Realty Income in 2023 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 470 increasing their positions, 382 reducing their positions, and 97 closing their positions.
110% more first-time investments, than exits
New positions opened: 204 | Existing positions closed: 97
91% more funds holding in top 10
Funds holding in top 10: 11 → 21 (+10)
61% more call options, than puts
Call options by funds: $332M | Put options by funds: $206M
23% more repeat investments, than reductions
Existing positions increased: 470 | Existing positions reduced: 382
22% more capital invested
Capital invested by funds: $28.6B → $35B (+$6.33B)
9% more funds holding
Funds holding: 1,062 → 1,155 (+93)
3.3% more ownership
Funds ownership: 80.85% → 84.14% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$294M |
| 2 |
State Street
Boston,
Massachusetts
|
+$232M |
| 3 |
RIM
Rush Island Management
New York
|
+$176M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$160M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$134M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$89.2M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$62.9M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$43.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$38.7M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$38M |
O Hedge Fund Activity: Q4 2023 in Review
1,155 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q4 2023, worth a combined $35B — up 22% from $28.6B a quarter earlier.
Buyers outnumbered sellers: 204 funds opened new O positions and 97 closed out — a net gain of 107 holders — while 470 added to existing stakes and 382 trimmed.
The largest buyer was BlackRock, adding an estimated $294M. The largest seller was JP Morgan Chase, cutting an estimated $89.2M.
- 1,155 institutional investors held Realty Income (O) as of Q4 2023, up from 1,062 in Q3 2023.
- Funds reported $35B of Realty Income stock for Q4 2023, up 22% quarter-over-quarter.
- 204 funds opened new Realty Income positions in Q4 2023 and 97 closed out, a net change of +107 holders.
- The largest Realty Income buyer in Q4 2023 was BlackRock, an estimated $294M added.
- The largest Realty Income seller in Q4 2023 was JP Morgan Chase, an estimated $89.2M sold.
Based on aggregated 13F filings for Q4 2023.