We are live on ! Find out more
O icon

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
PO
276
Private Ocean
California
$1.69M -$39.3K -664 -2%
GWMIA
277
Global Wealth Management Investment Advisory
Florida
$1.69M -$375K -6,337 -18%
Twin Tree Management
278
Twin Tree Management
Texas
$1.66M +$1.67M +28,272 New
EVM
279
Eaton Vance Management
Massachusetts
$1.66M +$454K +7,675 +38%
TPCM
280
Three Peaks Capital Management
Colorado
$1.65M +$665K +11,249 +67%
SOAMC
281
Spirit of America Management Corp
New York
$1.64M
GAM
282
Gotham Asset Management
New York
$1.63M -$23.7K -401 -1%
Los Angeles Capital Management
283
Los Angeles Capital Management
California
$1.57M -$29.9K -506 -2%
CAM
284
Cozad Asset Management
Illinois
$1.57M -$214K -3,616 -12%
ACM
285
AlphaCrest Capital Management
New York
$1.53M +$1.54M +26,044 New
RCM
286
RVB Capital Management
New York
$1.52M +$1.53M +25,800 New
IIA
287
ICW Investment Advisors
Arizona
$1.51M +$26.1K +442 +2%
MCM
288
Magnolia Capital Management
New York
$1.49M -$10.9K -185 -0.7%
MCM
289
Mainstay Capital Management
Michigan
$1.49M -$174K -2,946 -10%
IA
290
IFP Advisors
Florida
$1.47M -$111K -1,874 -7%
N
291
Natixis
France
$1.46M +$770K +13,014 +110%
FNBOMD
292
First National Bank of Mount Dora
Florida
$1.45M +$68.7K +1,162 +5%
Pacer Advisors
293
Pacer Advisors
Pennsylvania
$1.44M -$314K -5,312 -18%
WOSD
294
WFA of San Diego
California
$1.43M -$72.3K -1,223 -5%
UOC
295
UBS O'Connor
Illinois
$1.42M +$885K +14,964 +163%
DSC
296
Duncker Streett & Co
Missouri
$1.42M -$39.3K -665 -3%
FDS
297
Freedom Day Solutions
Texas
$1.38M -$23.5K -398 -2%
Capstone Investment Advisors
298
Capstone Investment Advisors
New York
$1.37M +$975K +16,497 +244%
SAM
299
Shell Asset Management
Netherlands
$1.36M +$106K +1,794 +8%
TA
300
Townsend & Associates
Colorado
$1.34M -$257K -4,349 -17%

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.