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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
$161M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.47B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$27.7M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$44.5M
2
Norges Bank
Norges Bank
Norway
$50.1M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.62M
4
CAN
Cetera Advisor Networks
California
$0
5
CS
Credit Suisse
Switzerland
$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
401
Evercore Wealth Management
New York
$129K -$45.9K -998 -26%
FANJ
402
Financial Architects (New Jersey)
New Jersey
$123K +$116K +4,389 +1,714%
CBT
403
Central Bank & Trust
Kentucky
$118K +$70.4K +1,525 +148%
Walleye Trading
404
Walleye Trading
New York
$116K -$776K -16,809 -87%
BPBT
405
Boston Private Bank & Trust
Massachusetts
$110K – – –
AWM
406
Avior Wealth Management
Nebraska
$107K – – –
TRCT
407
Tower Research Capital (TRC)
New York
$105K +$99K +2,137 +1,657%
WA
408
WealthTrust-Arizona
Arizona
$96K – – –
OIA
409
Optimum Investment Advisors
Illinois
$94K +$42.9K +929 +84%
PO
410
Private Ocean
California
$89K +$739 +16 +0.8%
TFA
411
Transamerica Financial Advisors
Florida
$88K +$787 +17 +0.9%
M
412
MOTCO
Texas
$87K -$45.9K -991 -35%
HF
413
Hoxton Financial
West Virginia
$82K – – –
TSW
414
Thompson Siegel & Walmsley
Virginia
$72K – – –
WTB
415
Washington Trust Bank
Washington
$67K – – –
DAM
416
Delta Asset Management
Tennessee
$65K – – –
First Eagle Investment Management
417
First Eagle Investment Management
New York
$64K – – –
SEI Investments
418
SEI Investments
Pennsylvania
$61K +$61K +1,342 New
AIM
419
Advantage Investment Management
Iowa
$58K +$58K +1,260 New
CBOA
420
Commonwealth Bank of Australia
Australia
$57K -$394K -8,566 -87%
WA
421
Waverly Advisors
Alabama
$53K +$139 +3 +0.3%
JFA
422
JNBA Financial Advisors
Minnesota
$52K – – –
WEC
423
Winslow Evans & Crocker
Massachusetts
$49.6K +$5.73K +124 +13%
CAL
424
Capital Analysts LLC
Pennsylvania
$45.4K +$3.42K +74 +8%
MAM
425
Mizuho Asset Management
Japan
$45K – – –
15 16
17
18 19