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
SRAM
326
Spouting Rock Asset Management
Pennsylvania
$1.2M +$1.2M +20,313 New
BFA
327
Benedict Financial Advisors
Georgia
$1.2M -$5.85K -99 -0.5%
AB
328
Amalgamated Bank
New York
$1.19M -$23.7K -400 -2%
OPS
329
Orion Portfolio Solutions
Nebraska
$1.18M +$72.2K +1,221 +6%
Teacher Retirement System of Texas
330
Teacher Retirement System of Texas
Texas
$1.17M +$506K +8,560 +76%
HAS
331
HBW Advisory Services
California
$1.16M -$880K -14,882 -43%
AIP
332
Ameritas Investment Partners
Nebraska
$1.16M +$281K +4,748 +32%
FFG
333
Ford Financial Group
California
$1.16M +$139K +2,352 +14%
BRG
334
Bay Rivers Group
Virginia
$1.14M +$262K +4,438 +30%
NMIMC
335
Northwestern Mutual Investment Management Company
Wisconsin
$1.12M
WS
336
Wedbush Securities
California
$1.12M -$116K -1,957 -9%
ACG
337
Allen Capital Group
Nebraska
$1.11M +$55.5K +939 +5%
PAMG
338
Patton Albertson Miller Group
Tennessee
$1.11M -$234K -3,958 -17%
GAM
339
Griffin Asset Management
New York
$1.11M +$64.1K +1,084 +6%
DC
340
Davenport & Co
Virginia
$1.1M +$67.5K +1,141 +6%
GT
341
Glenmede Trust
Pennsylvania
$1.1M -$123K -2,086 -10%
ACI
342
Alpha Cubed Investments
California
$1.09M -$41.9K -709 -4%
RA
343
RFG Advisory
Alabama
$1.08M +$157K +2,651 +17%
NGA
344
Naples Global Advisors
Florida
$1.08M +$296 +5 +0%
MC
345
Moors & Cabot
Massachusetts
$1.08M +$237K +4,014 +28%
AMI
346
Amica Mutual Insurance
Rhode Island
$1.08M
LSERS
347
Louisiana State Employees Retirement System
Louisiana
$1.06M +$165K +2,786 +18%
PAM
348
Panagora Asset Management
Massachusetts
$1.05M -$460K -7,786 -30%
LNC
349
Lincoln National Corp
Pennsylvania
$1.02M -$6.8K -115 -0.7%
BBVA
350
Banco Bilbao Vizcaya Argentaria
Spain
$1.01M +$41.6K +704 +4%

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.