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Realty Income
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Overview Fund Activity

389 hedge funds and large institutions have $4.96B invested in Realty Income in 2013 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 184 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+13
Holders Change %
+3.46%
% of All Funds
12.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
50
Increased
184
Reduced
106
Closed
35
Calls
$19.3M
Puts
$17.4M
Net Calls
+$1.93M
Net Calls Change
-$101M

Top Buyers

1
FTCM
Fir Tree Capital Management
New York
$79.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$109M
3
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$65.2M
4
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
$60.6M
5
Federated Hermes
Federated Hermes
Pennsylvania
$56.8M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$124M
2
BFA
BlackRock Fund Advisors
California
$329M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$130M
4
RFC
Russell Frank Company
Washington
$497K
5
HRES
Heitman Real Estate Securities
Illinois
$2.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCIA
226
Sanibel Captiva Investment Advisers
Illinois
$893K +$59.1K +1,533 +7%
TYCC
227
Texas Yale Capital Corp
Florida
$862K +$1.58K +41 +0.2%
SCM
228
Shelton Capital Management
Colorado
$858K – – –
NSEDCP
229
NJ State Employees Deferred Compensation Plan
New Jersey
$857K – – –
AWS
230
Aris Wealth Services
Pennsylvania
$857K +$57.5K +1,493 +7%
SGAM
231
Steinberg Global Asset Management
Florida
$843K +$161K +4,190 +24%
KeyBank National Association
232
KeyBank National Association
Ohio
$818K +$353K +9,157 +76%
NPC
233
National Planning Corporation
California
$813K +$253K +6,451 +45%
CIBC World Market
234
CIBC World Market
Ontario, Canada
$807K +$807K +20,950 New
RW
235
Rand Wealth
Maryland
$806K +$157K +4,071 +24%
Janus Henderson Group
236
Janus Henderson Group
United Kingdom
$805K – – –
ICAS
237
Investors Capital Advisory Services
Massachusetts
$802K -$67.4K -1,752 -8%
HIMCH
238
Hartford Investment Management Co (HIMCO)
Connecticut
$799K -$94.1K -2,445 -11%
D.E. Shaw & Co
239
D.E. Shaw & Co
New York
$794K -$982K -25,511 -55%
TCM
240
Texan Capital Management
Texas
$783K +$783K +20,336 New
TMAM
241
Tokio Marine Asset Management
Japan
$773K – – –
FCBT
242
First Citizens Bank & Trust
North Carolina
$766K +$14.7K +381 +2%
DCM
243
Dynamic Capital Management
Jersey
$741K +$41.6K +1,080 +6%
ACI
244
Advance Capital I
Michigan
$719K +$191K +4,953 +36%
ST
245
Sabal Trust
Florida
$716K – – –
BFEC
246
Benjamin F. Edwards & Company
Missouri
$668K +$315K +8,173 +89%
Creative Planning
247
Creative Planning
Kansas
$667K +$19.2K +498 +3%
VWM
248
Valley Wealth Managers
New Jersey
$663K +$89K +2,312 +16%
RJT
249
Raymond James Trust
Florida
$661K +$181K +4,695 +38%
DAC
250
Dividend Assets Capital
South Carolina
$659K +$659K +17,122 New
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