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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 %
Parallax Volatility Advisers
326
Parallax Volatility Advisers
California
$400K +$400K +8,654 New
SLG
327
Stanley-Laman Group
Pennsylvania
$400K +$400K +8,663 New
VAM
328
Verity Asset Management
North Carolina
$386K +$386K +8,370 New
BRWM
329
B. Riley Wealth Management
Tennessee
$382K +$12.3K +266 +3%
AAM
330
Aston Asset Management
Illinois
$379K +$379K +8,202 New
CCM
331
Catawba Capital Management
Virginia
$372K +$133K +2,869 +55%
VHAM
332
Van Hulzen Asset Management
California
$368K -$238K -5,157 -39%
PAM
333
Panagora Asset Management
Massachusetts
$358K – – –
PL
334
Parkwood LLC
Ohio
$356K +$356K +7,693 New
AA
335
Ancora Advisors
Ohio
$351K +$351K +7,585 New
FWM
336
Focused Wealth Management
New York
$346K -$29.5K -639 -8%
NV
337
Nair Vinay
$342K +$342K +7,394 New
WPP
338
Whalerock Point Partners
Rhode Island
$338K +$47.6K +1,032 +16%
NES
339
New England Securities
New York
$330K +$12.2K +263 +4%
MMPW
340
Mitchell McLeod Pugh & Williams
Alabama
$325K +$325K +7,038 New
GWA
341
Genesis Wealth Advisors
Massachusetts
$324K +$324K +6,566 New
Teacher Retirement System of Texas
342
Teacher Retirement System of Texas
Texas
$322K -$36.4K -787 -10%
JIC
343
Johnson Investment Counsel
Ohio
$321K – – –
HIMCH
344
Hartford Investment Management Co (HIMCO)
Connecticut
$320K -$434K -9,369 -58%
FNBT
345
FineMark National Bank & Trust
Florida
$317K -$3.38K -73 -1%
MFS
346
MSI Financial Services
Massachusetts
$315K -$24.3K -525 -7%
BA
347
Bennicas & Associates
California
$310K – – –
NFG
348
Next Financial Group
Texas
$309K -$282K -6,102 -48%
LIA
349
LS Investment Advisors
Michigan
$309K – – –
Rafferty Asset Management
350
Rafferty Asset Management
New York
$301K -$54.5K -1,178 -15%
12 13
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