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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 %
AT
426
Arden Trust
Delaware
$317K +$317K +4,885 New
CG
427
Cutler Group
California
$316K -$54.3K -839 -15%
PP
428
Palladium Partners
Virginia
$315K – – –
SOAMC
429
Spirit of America Management Corp
New York
$310K – – –
NSIM
430
North Star Investment Management
Illinois
$308K – – –
W
431
Wealthfront
California
$307K +$20K +309 +7%
ITIM
432
Indiana Trust & Investment Management
Indiana
$306K – – –
Susquehanna International Group
433
Susquehanna International Group
Pennsylvania
$300K +$300K +4,632 New
Pacer Advisors
434
Pacer Advisors
Pennsylvania
$294K -$1.69K -26 -0.6%
AMIM
435
Aull & Monroe Investment Management
Alabama
$294K – – –
GIM
436
Goelzer Investment Management
Indiana
$287K – – –
WB
437
WesBanco Bank
West Virginia
$282K +$6.68K +103 +2%
CL
438
CSS LLC
Illinois
$281K -$636K -9,804 -69%
AF
439
Allworth Financial
California
$280K -$18.3K -283 -6%
RMDI
440
R.M. Davis Inc
Maine
$278K – – –
SIM
441
Sonora Investment Management
Arizona
$278K -$3.31K -51 -1%
AB
442
AT Bancorp
Iowa
$276K – – –
CBB
443
Citizens Business Bank
California
$276K +$2.27K +35 +0.8%
KCM
444
Kempner Capital Management
Texas
$274K – – –
LOAME
445
Lombard Odier Asset Management (Europe)
United Kingdom
$271K – – –
CFA
446
Carroll Financial Associates
North Carolina
$271K +$13.4K +207 +5%
Wolverine Trading
447
Wolverine Trading
Illinois
$265K +$265K +4,040 New
WC
448
Whitney & Co
New York
$264K +$264K +4,076 New
ECM
449
EII Capital Management
New York
$261K +$261K +4,025 New
MWAC
450
Mariner Wealth Advisors (Cincinnati)
Ohio
$260K -$60.2K -929 -19%
16 17
18
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