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Realty Income
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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 %
AWM
401
AE Wealth Management
Kansas
$591K -$737K -12,076 -56%
RI
402
Ridgewood Investments
New Jersey
$591K – – –
RA
403
RFG Advisory
Alabama
$568K -$250K -4,096 -31%
MYLI
404
Meiji Yasuda Life Insurance
Japan
$564K -$18.4K -302 -3%
6M
405
6 Meridian
Kansas
$551K -$6.35K -104 -1%
TW
406
Transform Wealth
Colorado
$550K -$18.9K -310 -3%
CI
407
Cigna Investments
Connecticut
$550K +$5.8K +95 +1%
GA
408
Gateway Advisory
New Jersey
$550K +$550K +9,002 New
Mirae Asset Global Investments
409
Mirae Asset Global Investments
South Korea
$545K +$233K +3,817 +75%
LMAM
410
Legg Mason Asset Management
Japan
$530K -$189K -3,096 -26%
PG
411
Pendal Group
Australia
$523K -$52.3K -1,090 -9%
AF
412
Allworth Financial
California
$513K -$20.5K -336 -4%
BAMF
413
BI Asset Management Fondsmaeglerselskab
Denmark
$511K +$511K +8,359 New
Cetera Investment Advisers
414
Cetera Investment Advisers
Illinois
$510K +$132K +2,164 +35%
AL
415
Aspiriant LLC
California
$507K -$11.6K -191 -2%
AA
416
Ancora Advisors
Ohio
$507K – – –
Mackenzie Financial
417
Mackenzie Financial
Ontario, Canada
$495K +$16.3K +266 +3%
BCM
418
Brookstone Capital Management
Illinois
$489K -$32.5K -533 -6%
MMPW
419
Mitchell McLeod Pugh & Williams
Alabama
$489K +$25.2K +413 +5%
SWM
420
Stockman Wealth Management
Montana
$487K -$126K -2,064 -21%
RCM
421
RB Capital Management
Nevada
$478K -$9.22K -151 -2%
CJA
422
C-J Advisory
California
$477K – – –
HIC
423
Holderness Investments Company
North Carolina
$473K +$124K +2,033 +36%
Axa
424
Axa
France
$468K – – –
SAM
425
SignalPoint Asset Management
Missouri
$458K -$20.5K -335 -4%
15 16
17
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