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Realty Income

792 hedge funds and large institutions have $15.7B invested in Realty Income in 2020 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 292 increasing their positions, 284 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 64

2% more funds holding

Funds holding: 776792 (+16)

3% more capital invested

Capital invested by funds: $15.3B → $15.7B (+$456M)

3% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 284

0.58% more ownership

Funds ownership: 77.25%77.83% (+0.58%)

9% less call options, than puts

Call options by funds: $108M | Put options by funds: $119M

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
792
Holders Change
+16
Holders Change %
+2.06%
% of All Funds
15.98%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
87
Increased
292
Reduced
284
Closed
64
Calls
$108M
Puts
$119M
Net Calls
-$10.8M
Net Calls Change
-$7.98M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
226
Avantax Advisory Services
Texas
$2.74M +$1.7M +28,716 +161%
MOACM
227
Mutual of America Capital Management
New York
$2.74M -$66.9K -1,132 -2%
SMDAM
228
Sumitomo Mitsui DS Asset Management
Japan
$2.7M +$106K +1,788 +4%
Bank of Nova Scotia
229
Bank of Nova Scotia
Ontario, Canada
$2.67M +$129K +2,187 +5%
Public Employees Retirement Association of Colorado
230
Public Employees Retirement Association of Colorado
Colorado
$2.67M
HighTower Advisors
231
HighTower Advisors
Illinois
$2.62M -$325K -5,503 -11%
M&T Bank
232
M&T Bank
New York
$2.54M -$88K -1,489 -3%
CG
233
Colony Group
Massachusetts
$2.53M +$552K +9,334 +28%
Public Sector Pension Investment Board (PSP Investments)
234
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.53M +$519K +8,772 +26%
CWM
235
CIBC World Markets
New York
$2.52M +$478K +8,079 +23%
BNP Paribas Asset Management
236
BNP Paribas Asset Management
France
$2.44M -$5.42M -91,744 -69%
VI
237
Vestcor Inc
New Brunswick, Canada
$2.33M +$1.35M +22,757 +136%
IA
238
IndexIQ Advisors
New York
$2.31M -$11.8K -200 -0.5%
AWM
239
AE Wealth Management
Kansas
$2.29M -$376K -6,361 -14%
DnB Asset Management
240
DnB Asset Management
Norway
$2.27M +$136K +2,301 +6%
TC
241
TownSquare Capital
Utah
$2.23M +$91.8K +1,552 +4%
HIMCH
242
Hartford Investment Management Co (HIMCO)
Connecticut
$2.19M -$76.1K -1,287 -3%
MML Investors Services
243
MML Investors Services
Massachusetts
$2.19M +$73.2K +1,238 +3%
PI
244
PineBridge Investments
New York
$2.15M -$1.47M -24,811 -40%
NB
245
Norinchukin Bank
Japan
$2.12M +$78.6K +1,330 +4%
FA
246
FDx Advisors
Illinois
$2.12M +$917K +15,510 +76%
Mirae Asset Global Investments
247
Mirae Asset Global Investments
South Korea
$2.11M +$299K +5,062 +16%
SPIA
248
Steward Partners Investment Advisory
New York
$2.1M +$13.4K +226 +0.6%
PAG
249
Private Advisor Group
New Jersey
$2.03M -$128K -2,163 -6%
FNT
250
First National Trust
Pennsylvania
$2.02M -$1.99M -33,701 -50%

O Hedge Fund Activity: Q3 2020 in Review

792 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q3 2020, worth a combined $15.7B — up 3% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new O positions and 64 closed out — a net gain of 23 holders — while 292 added to existing stakes and 284 trimmed.

The largest buyer was Invesco, adding an estimated $228M. The largest seller was State Street, cutting an estimated $126M.

  • 792 institutional investors held Realty Income (O) as of Q3 2020, up from 776 in Q2 2020.
  • Funds reported $15.7B of Realty Income stock for Q3 2020, up 3% quarter-over-quarter.
  • 87 funds opened new Realty Income positions in Q3 2020 and 64 closed out, a net change of +23 holders.
  • The largest Realty Income buyer in Q3 2020 was Invesco, an estimated $228M added.
  • The largest Realty Income seller in Q3 2020 was State Street, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2020.