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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
+$48.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$36.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.8M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$63.5M
2
Norges Bank
Norges Bank
Norway
-$34.5M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$20.5M
4
CAN
Cetera Advisor Networks
California
-$18.3M
5
CS
Credit Suisse
Switzerland
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
301
Colonial Trust Advisors
South Carolina
$556K -$113K -2,451 -17%
WPC
302
Waters Parkerson & Co
Louisiana
$549K – – –
BFC
303
Blue Fin Capital
Rhode Island
$546K +$33.4K +722 +7%
CK
304
Carnick & Kubik
Colorado
$502K +$28.6K +619 +6%
DIA
305
Dean Investment Associates
Ohio
$498K +$22.6K +488 +5%
ZIM
306
Zacks Investment Management
Illinois
$498K +$498K +10,774 New
TD Asset Management
307
TD Asset Management
Ontario, Canada
$489K +$52.5K +1,135 +12%
Jones Financial Companies
308
Jones Financial Companies
Missouri
$478K -$96.2K -2,081 -17%
OI
309
Oakbrook Investments
Illinois
$478K – – –
MWAC
310
Mariner Wealth Advisors (Cincinnati)
Ohio
$478K – – –
EWM
311
Edge Wealth Management
New York
$474K -$19.3K -413 -4%
PAG
312
Private Advisor Group
New Jersey
$474K +$2.82K +61 +0.6%
LH
313
Lebenthal Holdings
New York
$460K +$460K +9,958 New
WF
314
WealthTrust Fairport
Ohio
$458K +$458K +9,914 New
ECA
315
Endeavour Capital Advisors
Connecticut
$436K +$436K +9,425 New
SRSA
316
S.R. Schill & Associates
Washington
$434K +$434K +9,382 New
IOOF
317
Independent Order of Foresters
Ontario, Canada
$429K -$129K -2,786 -23%
NL
318
NWAM LLC
Washington
$423K -$70.9K -1,534 -14%
B
319
Barings
North Carolina
$420K – – –
Allianz Asset Management
320
Allianz Asset Management
Germany
$419K -$18.6K -402 -4%
OIM
321
Orca Investment Management
Oregon
$414K – – –
HH
322
Hilltop Holdings
Texas
$408K +$22.7K +491 +6%
PAM
323
Paradigm Asset Management
New York
$406K – – –
JG
324
Jefferies Group
New York
$404K -$206K -4,456 -34%
Voloridge Investment Management
325
Voloridge Investment Management
Florida
$401K +$401K +8,669 New
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