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Realty Income
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Overview Fund Activity

471 hedge funds and large institutions have $6.96B invested in Realty Income in 2014 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 187 increasing their positions, 144 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+30
Holders Change %
+6.8%
% of All Funds
12.57%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.19%
New
69
Increased
187
Reduced
144
Closed
32
Calls
$16.7M
Puts
$26M
Net Calls
-$9.29M
Net Calls Change
-$3.86M

Top Buyers

1
PI
PGGM Investments
Netherlands
$113M
2
ACM
Americafirst Capital Management
California
$48.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$161M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.47B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$27.7M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$44.5M
2
Norges Bank
Norges Bank
Norway
$50.1M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.62M
4
CAN
Cetera Advisor Networks
California
$0
5
CS
Credit Suisse
Switzerland
$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
226
Benedict Financial Advisors
Georgia
$1.31M +$1.31M +26,540 New
Zurich Cantonal Bank
227
Zurich Cantonal Bank
Switzerland
$1.3M +$437K +9,452 +50%
AA
228
ALPS Advisors
Colorado
$1.3M -$89K -1,926 -6%
CAM
229
Cypress Asset Management
Texas
$1.29M -$13.1K -284 -1%
ESCM
230
Echo Street Capital Management
New York
$1.29M -$4.19M -90,610 -76%
RAM
231
Redmond Asset Management
Virginia
$1.29M -$5.04K -109 -0.4%
NPC
232
National Planning Corporation
California
$1.28M +$78.6K +1,588 +7%
Creative Planning
233
Creative Planning
Kansas
$1.28M +$80.4K +1,739 +7%
ADBIC
234
A.D. Beadell Investment Counsel
Wisconsin
$1.28M – – –
VWM
235
Valley Wealth Managers
New Jersey
$1.26M +$81K +1,753 +7%
Millennium Management
236
Millennium Management
New York
$1.26M -$5.16M -111,634 -80%
LNC
237
Lincoln National Corp
Pennsylvania
$1.25M +$82.9K +1,793 +7%
SPC
238
Sigma Planning Corp
Michigan
$1.25M +$1.25M +27,063 New
Truist Financial
239
Truist Financial
North Carolina
$1.25M +$134K +2,901 +12%
AG
240
Aperio Group
California
$1.19M +$13.6K +294 +1%
Janus Henderson Group
241
Janus Henderson Group
United Kingdom
$1.15M – – –
Envestnet Asset Management
242
Envestnet Asset Management
Illinois
$1.14M +$309K +6,685 +37%
CA
243
Cetera Advisors
Colorado
$1.13M -$1.36M -29,521 -55%
SCM
244
Shelton Capital Management
Colorado
$1.12M -$35.7K -773 -3%
BB
245
Bell Bank
North Dakota
$1.12M – – –
TYCC
246
Texas Yale Capital Corp
Florida
$1.11M +$1.85K +40 +0.2%
B
247
Baird
Wisconsin
$1.11M +$220K +4,766 +25%
LS
248
Livforsakringsbolaget Skandia
Sweden
$1.09M – – –
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
$1.08M +$411K +8,889 +61%
SWA
250
SFMG Wealth Advisors
Texas
$1.08M +$1.08M +23,437 New
8 9
10
11 12