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Realty Income
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Overview Fund Activity

500 hedge funds and large institutions have $9.17B invested in Realty Income in 2015 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 239 increasing their positions, 139 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
+10
Holders Change %
+2.04%
% of All Funds
13.97%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.36%
New
42
Increased
239
Reduced
139
Closed
30
Calls
$38.5M
Puts
$16.1M
Net Calls
+$22.4M
Net Calls Change
+$14.8M

Top Buyers

1
ACM
Americafirst Capital Management
California
$133M
2
American Century Companies
American Century Companies
Missouri
$53.7M
3
State Street
State Street
Massachusetts
$840M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.72B
5
Invesco
Invesco
Georgia
$584M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$19.9M
2
PI
PGGM Investments
Netherlands
$83.6M
3
JHIU
Janus Henderson Investors US
Colorado
$9.25M
4
Deutsche Bank
Deutsche Bank
Germany
$33.6M
5
Morgan Stanley
Morgan Stanley
New York
$83.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
426
Mizuho Asset Management
Japan
$123K +$29.8K +651 +32%
JIC
427
Joel Isaacson & Co
New York
$120K – – –
MA
428
MUFG Americas
New York
$116K -$28.4K -620 -20%
AWM
429
Avior Wealth Management
Nebraska
$106K – – –
S
430
SignatureFD
Georgia
$99K +$84.2K +1,831 +569%
WA
431
WealthTrust-Arizona
Arizona
$95K – – –
WT
432
Whittier Trust
California
$95K +$95K +2,064 New
IMS
433
Index Management Solutions
Pennsylvania
$93K +$13.8K +301 +17%
PO
434
Private Ocean
California
$92K +$1.11K +24 +1%
HF
435
Hoxton Financial
West Virginia
$81K – – –
WEC
436
Winslow Evans & Crocker
Massachusetts
$77.7K – – –
PAIA
437
Park Avenue Institutional Advisers
New York
$74K +$2.11K +46 +3%
WA
438
Winfield Associates
Ohio
$69K +$412 +9 +0.6%
MSFP
439
Mark Sheptoff Financial Planning
Connecticut
$65K – – –
GLI
440
Guardian Life Insurance
New York
$65K +$16.8K +366 +35%
First Eagle Investment Management
441
First Eagle Investment Management
New York
$64K – – –
CFA
442
Carroll Financial Associates
North Carolina
$62K -$18K -382 -22%
TSW
443
Thompson Siegel & Walmsley
Virginia
$61K -$10.3K -223 -14%
ECM
444
Estabrook Capital Management
New York
$59.2K +$59.2K +1,290 New
CBOA
445
Commonwealth Bank of Australia
Australia
$57K – – –
CCS
446
Crosspoint Capital Strategies
California
$54K -$19K -413 -26%
JFA
447
JNBA Financial Advisors
Minnesota
$51K – – –
CBT
448
Central Bank & Trust
Kentucky
$47K – – –
MBT
449
Monroe Bank & Trust
Michigan
$43K – – –
SIG
450
Stanford Investment Group
California
$38K – – –
16 17
18
19 20