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Realty Income
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Overview Fund Activity

583 hedge funds and large institutions have $12B invested in Realty Income in 2016 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 219 increasing their positions, 223 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
-9
Holders Change %
-1.52%
% of All Funds
15.58%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.35%
New
51
Increased
219
Reduced
223
Closed
50
Calls
$72.8M
Puts
$110M
Net Calls
-$37.6M
Net Calls Change
-$10.6M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.94B
2
PI
PGGM Investments
Netherlands
$200M
3
Principal Financial Group
Principal Financial Group
Iowa
$60M
4
BFA
BlackRock Fund Advisors
California
$653M
5
JHIU
Janus Henderson Investors US
Colorado
$172M

Top Sellers

1
Invesco
Invesco
Georgia
$540M
2
SAMC
Shinko Asset Management Company
Japan
$319M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$174M
4
Bank of America
Bank of America
North Carolina
$139M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$63.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
401
Pegasus Partners
Wisconsin
$417K -$145K -2,229 -26%
FM
402
Foster & Motley
Ohio
$417K -$67.9K -1,047 -14%
OCG
403
Opus Capital Group
Ohio
$415K -$313K -4,825 -43%
FIM
404
Freedom Investment Management
Connecticut
$415K +$73.8K +1,139 +22%
Voloridge Investment Management
405
Voloridge Investment Management
Florida
$413K +$413K +6,364 New
SIM
406
Sentry Investment Management
Wisconsin
$409K -$214K -3,296 -34%
FWM
407
Focused Wealth Management
New York
$405K -$13.5K -209 -3%
EOJOAM
408
E. Ohman J:or Asset Management
Sweden
$402K +$93.7K +1,445 +30%
FWM
409
Frontier Wealth Management
Missouri
$401K +$17.8K +275 +5%
HCM
410
Hutner Capital Management
Vermont
$395K +$395K +6,089 New
CPA
411
Court Place Advisors
Maryland
$389K – – –
CIS
412
Connors Investor Services
Pennsylvania
$384K +$15.6K +240 +4%
V
413
Veritable
Delaware
$366K +$130K +2,000 +55%
WTC
414
WhitTier Trust Company
Nevada
$365K -$16.7K -258 -4%
Mariner
415
Mariner
Kansas
$356K +$141K +2,162 +65%
EWM
416
Evercore Wealth Management
New York
$355K -$9.3K -143 -3%
BA
417
Bennicas & Associates
California
$355K – – –
IP
418
Investment Partners
Ohio
$351K +$145K +2,235 +70%
Bank of Nova Scotia
419
Bank of Nova Scotia
Ontario, Canada
$350K +$9.99K +154 +3%
RCM
420
RNC Capital Management
California
$342K – – –
EVM
421
Eaton Vance Management
Massachusetts
$335K – – –
WI
422
Wintrust Investments
Illinois
$334K -$166K -2,564 -33%
Victory Capital Management
423
Victory Capital Management
Texas
$330K +$110K +1,702 +50%
FG
424
Fiduciary Group
Georgia
$321K – – –
Capital Fund Management (CFM)
425
Capital Fund Management (CFM)
France
$321K +$87.4K +1,347 +37%
15 16
17
18 19