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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 %
MBT
426
Monroe Bank & Trust
Michigan
$43K +$43K +929 New
ASN
427
Advisory Services Network
Georgia
$42K -$217K -4,252 -84%
BOK
428
Bank of Kentucky
Kentucky
$42K – – –
CCS
429
Crosspoint Capital Strategies
California
$41K – – –
LWCFA
430
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41K – – –
QI
431
QS Investors
New York
$39K – – –
WA
432
Winfield Associates
Ohio
$38K – – –
SIG
433
Stanford Investment Group
California
$38K +$38K +826 New
Royal London Asset Management
434
Royal London Asset Management
United Kingdom
$34K +$7.2K +15,184 +27%
HRC
435
Hoertkorn Richard Charles
$32K – – –
RNS
436
Robert N. Shapiro
$31K – – –
WRM
437
Westport Resources Management
Connecticut
$29K -$259K -5,527 -90%
DBT
438
Dubuque Bank & Trust
Iowa
$28K +$28K +599 New
ED
439
Exane Derivatives
France
$27.2K +$27.2K +589 New
HR
440
Howe & Rusling
New York
$27K – – –
ZTNA
441
Zions Trust National Association
Utah
$24K – – –
PSUF
442
People's United Financial
Connecticut
$22K – – –
SSB
443
Sandy Spring Bank
Maryland
$22K +$18.3K +387 +503%
LWA
444
Lowe Wealth Advisors
Maryland
$22K +$22K +470 New
CTC
445
Central Trust Company
Missouri
$21K +$1.86K +40 +10%
PWM
446
ParenteBeard Wealth Management
Pennsylvania
$16.1K -$331K -16,316 -95%
MSFP
447
Mark Sheptoff Financial Planning
Connecticut
$16K – – –
KTC
448
Kistler-Tiffany Companies
Pennsylvania
$15K -$129K -2,853 -90%
TCM
449
Tradewinds Capital Management
Washington
$15K – – –
RFA
450
Reilly Financial Advisors
California
$14K – – –
16 17
18
19 20