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Realty Income
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Overview Fund Activity

592 hedge funds and large institutions have $12.9B invested in Realty Income in 2016 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 247 increasing their positions, 186 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+26
Holders Change %
+4.59%
% of All Funds
15.82%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.43%
New
80
Increased
247
Reduced
186
Closed
42
Calls
$104M
Puts
$131M
Net Calls
-$27M
Net Calls Change
-$34.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.96B
2
JHIU
Janus Henderson Investors US
Colorado
$151M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$93.6M
4
BFA
BlackRock Fund Advisors
California
$644M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$295M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$6.08M
2
Invesco
Invesco
Georgia
$832M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$3.49M
4
Cohen & Steers
Cohen & Steers
New York
$0
5
SIA
Sit Investment Associates
Minnesota
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
451
Carroll Financial Associates
North Carolina
$267K +$38.8K +577 +17%
Cetera Investment Advisers
452
Cetera Investment Advisers
Illinois
$266K -$24.6K -367 -8%
AF
453
Affiance Financial
Minnesota
$261K – – –
HW
454
Hancock Whitney
Mississippi
$257K +$257K +3,821 New
WA
455
WESPAC Advisors
California
$256K +$7.45K +111 +3%
MSS
456
Mitchell Sinkler & Starr
Pennsylvania
$253K -$43.8K -650 -15%
ACA
457
Anchor Capital Advisors
Massachusetts
$251K -$17.4K -258 -6%
FA
458
FCG Advisors
New Jersey
$247K +$247K +3,678 New
SFM
459
Signet Financial Management
New Jersey
$245K -$1.82K -27 -0.7%
V
460
Veritable
Delaware
$245K +$19.6K +292 +9%
Members Trust
461
Members Trust
Florida
$243K +$243K +3,612 New
Capital Fund Management (CFM)
462
Capital Fund Management (CFM)
France
$242K +$242K +3,599 New
FCI
463
Financial Counselors Inc
Kansas
$234K +$9.26K +138 +4%
VAM
464
Verity Asset Management
North Carolina
$231K -$9.66K -144 -4%
SS
465
Simplicity Solutions
Minnesota
$229K +$229K +3,414 New
Victory Capital Management
466
Victory Capital Management
Texas
$228K +$874 +13 +0.4%
CCA
467
Checchi Capital Advisers
California
$228K +$3.77K +56 +2%
Mariner
468
Mariner
Kansas
$223K +$223K +3,312 New
SDJVC
469
St. Denis J. Villere & Co
Louisiana
$221K – – –
CAS
470
Cue Advisory Services
Arizona
$220K +$220K +3,266 New
DE
471
Day & Ennis
Georgia
$220K +$220K +3,280 New
AT
472
Argent Trust
Texas
$218K +$218K +3,242 New
RFA
473
Reilly Financial Advisors
California
$218K +$218K +3,250 New
MAM
474
Mizuho Asset Management
Japan
$217K +$123K +1,836 +132%
QI
475
QS Investors
New York
$216K – – –
17 18
19
20 21