O icon

Realty Income
O

Overview Fund Activity

743 hedge funds and large institutions have $14.1B invested in Realty Income in 2018 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 278 increasing their positions, 232 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
743
Holders Change
+63
Holders Change %
+9.26%
% of All Funds
16.58%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.27%
New
122
Increased
278
Reduced
232
Closed
49
Calls
$78.4M
Puts
$95.7M
Net Calls
-$17.3M
Net Calls Change
-$4.22M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$305M
2
Bank of America
Bank of America
North Carolina
+$165M
3
SBAM
Santa Barbara Asset Management
California
+$152M
4
BlackRock
BlackRock
New York
+$127M
5
ZP
Zimmer Partners
New York
+$114M

Top Sellers

1
NSLI
Nan Shan Life Insurance
Taiwan
-$154M
2
Principal Financial Group
Principal Financial Group
Iowa
-$79.4M
3
PI
PGGM Investments
Netherlands
-$70.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$39.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
326
Wellington Management Group
Massachusetts
$1.05M +$374K +6,117 +55%
ST
327
Sabal Trust
Florida
$1.05M +$25.2K +413 +2%
EWA
328
EP Wealth Advisors
California
$1.04M -$53.3K -873 -5%
GAM
329
Griffin Asset Management
New York
$1.03M -$21K -343 -2%
COPPSERS
330
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.02M -$486K -7,948 -32%
FVWA
331
Foster Victor Wealth Advisors
South Carolina
$1M +$1M +16,365 New
WCM
332
Weatherstone Capital Management
Colorado
$993K +$993K +18,010 New
GP
333
Girard Partners
Pennsylvania
$981K -$5.25K -86 -0.5%
Fifth Third Bancorp
334
Fifth Third Bancorp
Ohio
$979K -$86.1K -1,409 -8%
LSERS
335
Louisiana State Employees Retirement System
Louisiana
$977K -$94.5K -1,548 -9%
FSA
336
Financial Sense Advisors
California
$973K +$6.05K +99 +0.6%
SPIA
337
Steward Partners Investment Advisory
New York
$960K +$182K +2,982 +23%
DHFB
338
Dixon Hubard Feinour & Brown
Virginia
$950K -$25.2K -413 -3%
CPA
339
Court Place Advisors
Maryland
$947K – – –
RJT
340
Raymond James Trust
Florida
$947K +$32.1K +525 +4%
Public Sector Pension Investment Board (PSP Investments)
341
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$947K +$88.3K +1,445 +10%
MPWT
342
MassMutual Private Wealth & Trust
Connecticut
$946K – – –
PA
343
PFG Advisors
Arizona
$924K +$924K +13,745 New
SSWM
344
Sheets Smith Wealth Management
North Carolina
$918K +$7.94K +130 +0.9%
CB
345
Commerce Bank
Missouri
$899K +$88.6K +1,450 +11%
GWMIA
346
Global Wealth Management Investment Advisory
Florida
$890K +$890K +14,568 New
LNC
347
Lincoln National Corp
Pennsylvania
$886K +$28.6K +468 +3%
PGFC
348
Peapack-Gladstone Financial Corp
New Jersey
$885K +$885K +14,494 New
FDS
349
Freedom Day Solutions
Texas
$877K +$81.5K +1,334 +10%
BOH
350
Bank of Hawaii
Hawaii
$868K -$171K -2,808 -16%
12 13
14
15 16