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Realty Income

792 hedge funds and large institutions have $15.7B invested in Realty Income in 2020 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 292 increasing their positions, 284 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 64

2% more funds holding

Funds holding: 776792 (+16)

3% more capital invested

Capital invested by funds: $15.3B → $15.7B (+$456M)

3% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 284

0.58% more ownership

Funds ownership: 77.25%77.83% (+0.58%)

9% less call options, than puts

Call options by funds: $108M | Put options by funds: $119M

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
792
Holders Change
+16
Holders Change %
+2.06%
% of All Funds
15.98%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
87
Increased
292
Reduced
284
Closed
64
Calls
$108M
Puts
$119M
Net Calls
-$10.8M
Net Calls Change
-$7.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
426
Wolverine Trading
Illinois
$602K -$499K -8,436 -45%
CS
427
Capital Square
Tennessee
$600K +$4.61K +78 +0.8%
Wealthfront Advisers
428
Wealthfront Advisers
California
$595K -$19.7K -333 -3%
SRC
429
Shufro Rose & Co
New York
$594K +$187K +3,169 +46%
RIA
430
Realta Investment Advisors
Delaware
$586K -$213K -3,610 -27%
FSA
431
Financial Sense Advisors
California
$586K +$58.8K +994 +11%
SF
432
Symphony Financial
Texas
$578K -$5.32K -90 -0.9%
SLF
433
Sun Life Financial
Ontario, Canada
$568K +$558K +9,444 +4,519%
MFW
434
Mosaic Family Wealth
Missouri
$564K
QGA
435
Q Global Advisors
Texas
$556K
S
436
Seeyond
France
$556K +$11.1K +187 +2%
BFC
437
Blue Fin Capital
Rhode Island
$553K
KRSITF
438
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$549K +$36.1K +610 +7%
MYLI
439
Meiji Yasuda Life Insurance
Japan
$548K +$127K +2,153 +30%
CPIG
440
Chicago Partners Investment Group
Illinois
$547K +$2.07K +35 +0.4%
IWC
441
Integrated Wealth Concepts
Massachusetts
$538K -$29.2K -494 -5%
OPPTF
442
OPSEU Pension Plan Trust Fund
Ontario, Canada
$538K -$11.1K -187 -2%
EFS
443
Essex Financial Services
Connecticut
$534K +$6.68K +113 +1%
AP
444
Advisor Partners
California
$532K -$58.8K -994 -10%
SI
445
Stephens Inc
Arkansas
$528K +$29.5K +499 +6%
PA
446
Profund Advisors
Maryland
$524K -$30.5K -516 -5%
SFM
447
Signet Financial Management
New Jersey
$523K -$33.1K -560 -6%
IAA
448
Independent Advisor Alliance
North Carolina
$517K -$17.8K -301 -3%
GRP
449
Global Retirement Partners
California
$515K +$14K +236 +3%
Robeco Institutional Asset Management
450
Robeco Institutional Asset Management
Netherlands
$513K -$2.5M -42,198 -83%

O Hedge Fund Activity: Q3 2020 in Review

792 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q3 2020, worth a combined $15.7B — up 3% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new O positions and 64 closed out — a net gain of 23 holders — while 292 added to existing stakes and 284 trimmed.

The largest buyer was Invesco, adding an estimated $228M. The largest seller was State Street, cutting an estimated $126M.

  • 792 institutional investors held Realty Income (O) as of Q3 2020, up from 776 in Q2 2020.
  • Funds reported $15.7B of Realty Income stock for Q3 2020, up 3% quarter-over-quarter.
  • 87 funds opened new Realty Income positions in Q3 2020 and 64 closed out, a net change of +23 holders.
  • The largest Realty Income buyer in Q3 2020 was Invesco, an estimated $228M added.
  • The largest Realty Income seller in Q3 2020 was State Street, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2020.