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Realty Income

414 hedge funds and large institutions have $4.97B invested in Realty Income in 2013 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 176 increasing their positions, 128 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+25
Holders Change %
+6.43%
% of All Funds
12.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
60
Increased
176
Reduced
128
Closed
32
Calls
$22.6M
Puts
$20.2M
Net Calls
+$2.45M
Net Calls Change
+$518K
Name Holding Trade Value Shares
Change
Shares
Change %
MA
351
MUFG Americas
New York
$125K -$18.7K -516 -13%
Carson Wealth (CWM LLC)
352
Carson Wealth (CWM LLC)
Nebraska
$113K -$254K -7,034 -69%
OA
353
OFI Advisors
Pennsylvania
$102K +$37.9K +1,048 +59%
ITIM
354
Indiana Trust & Investment Management
Indiana
$97K
EWM
355
Evercore Wealth Management
New York
$93K
WA
356
Waverly Advisors
Alabama
$93K
M&T Bank
357
M&T Bank
New York
$93K +$27.4K +763 +42%
CAM
358
Columbia Asset Management
Michigan
$92K +$92K +2,554 New
PTC
359
Private Trust Company
Ohio
$90K +$17.2K +476 +24%
ARMT
360
Amica Retiree Medical Trust
Rhode Island
$88K +$88K +2,428 New
SFSIG
361
San Francisco Sentry Investment Group
California
$76K
WA
362
WealthTrust-Arizona
Arizona
$75K
PFA
363
Paradigm Financial Advisors
Missouri
$74K +$74K +2,041 New
TAM
364
Tocqueville Asset Management
New York
$70K +$70K +1,924 New
PO
365
Private Ocean
California
$69K +$69K +1,911 New
WAM
366
Wolverine Asset Management
Illinois
$67K +$33.5K +929 +100%
PAS
367
Partnervest Advisory Services
California
$66K +$6.47K +180 +11%
HF
368
Hoxton Financial
West Virginia
$64K +$64K +1,767 New
DekaBank Deutsche Girozentrale
369
DekaBank Deutsche Girozentrale
Germany
$57K
First Eagle Investment Management
370
First Eagle Investment Management
New York
$50K +$50K +1,383 New
BPBT
371
Boston Private Bank & Trust
Massachusetts
$49K
CCS
372
Crosspoint Capital Strategies
California
$47K +$47K +1,086 New
WEC
373
Winslow Evans & Crocker
Massachusetts
$43K +$43K +1,207 New
Group One Trading
374
Group One Trading
Illinois
$42K -$158K -4,364 -79%
JFA
375
JNBA Financial Advisors
Minnesota
$41K