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Realty Income

437 hedge funds and large institutions have $5.97B invested in Realty Income in 2014 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 209 increasing their positions, 111 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+23
Holders Change %
+5.56%
% of All Funds
12.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
56
Increased
209
Reduced
111
Closed
29
Calls
$30.1M
Puts
$24.7M
Net Calls
+$5.43M
Net Calls Change
+$2.98M
Name Holding Trade Value Shares
Change
Shares
Change %
BA
251
Bridgewater Associates
Connecticut
$742K +$742K +18,734 New
RJT
252
Raymond James Trust
Florida
$741K +$108K +2,731 +17%
Creative Planning
253
Creative Planning
Kansas
$731K +$2.57K +65 +0.4%
Truist Financial
254
Truist Financial
North Carolina
$713K +$93.9K +2,371 +15%
MC
255
Moors & Cabot
Massachusetts
$699K +$699K +17,647 New
PTC
256
Private Trust Company
Ohio
$695K +$596K +15,064 +604%
HIMCH
257
Hartford Investment Management Co (HIMCO)
Connecticut
$694K -$47K -1,187 -6%
CAM
258
Capstone Asset Management
Texas
$689K -$132K -3,333 -16%
CTA
259
Colonial Trust Advisors
South Carolina
$682K -$497K -12,563 -42%
Millennium Management
260
Millennium Management
New York
$680K +$680K +17,184 New
CTA
261
Chesley Taft & Associates
Illinois
$669K +$8.16K +206 +1%
CWP
262
Capital Wealth Planning
Florida
$658K +$658K +16,634 New
SSWM
263
Sheets Smith Wealth Management
North Carolina
$644K +$60.4K +1,524 +10%
BFG
264
Beacon Financial Group
Texas
$630K -$5.92M -149,923 -90%
APFBOT
265
Amica Pension Fund Board of Trustees
Rhode Island
$630K
JG
266
Jefferies Group
New York
$626K -$379K -9,563 -38%
Kayne Anderson Rudnick Investment Management
267
Kayne Anderson Rudnick Investment Management
California
$623K +$221K +5,588 +55%
Zurich Cantonal Bank
268
Zurich Cantonal Bank
Switzerland
$620K +$125K +3,161 +25%
AMI
269
Amica Mutual Insurance
Rhode Island
$610K
RJFSA
270
Raymond James Financial Services Advisors
Florida
$588K -$36.4K -920 -6%
First Manhattan
271
First Manhattan
New York
$587K
TCM
272
Texan Capital Management
Texas
$587K
Jones Financial Companies
273
Jones Financial Companies
Missouri
$562K -$851K -21,470 -60%
RIA
274
Regal Investment Advisors
Michigan
$548K -$24.9K -629 -4%
BCMO
275
Buckingham Capital Management (Ohio)
Ohio
$547K -$739K -18,665 -57%