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Realty Income
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Overview Fund Activity

743 hedge funds and large institutions have $14.1B invested in Realty Income in 2018 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 278 increasing their positions, 232 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
743
Holders Change
+63
Holders Change %
+9.26%
% of All Funds
16.58%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.27%
New
122
Increased
278
Reduced
232
Closed
49
Calls
$78.4M
Puts
$95.7M
Net Calls
-$17.3M
Net Calls Change
-$4.22M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$305M
2
Bank of America
Bank of America
North Carolina
+$165M
3
SBAM
Santa Barbara Asset Management
California
+$152M
4
BlackRock
BlackRock
New York
+$127M
5
ZP
Zimmer Partners
New York
+$114M

Top Sellers

1
NSLI
Nan Shan Life Insurance
Taiwan
-$154M
2
Principal Financial Group
Principal Financial Group
Iowa
-$79.4M
3
PI
PGGM Investments
Netherlands
-$70.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$39.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFS
451
GYL Financial Synergies
Connecticut
$366K +$366K +5,989 New
PI
452
Putnam Investments
Massachusetts
$365K +$16K +262 +5%
VCM
453
Virtue Capital Management
Tennessee
$362K -$568K -9,305 -61%
WPA
454
West Paces Advisors
Georgia
$361K -$2.51K -41 -0.7%
WC
455
Whitney & Co
New York
$360K -$24.1K -361 -6%
CHA
456
Cooper/Haims Advisors
New York
$359K -$12.9K -211 -3%
SCM
457
Shelton Capital Management
Colorado
$359K – – –
PP
458
Palladium Partners
Virginia
$359K – – –
NWM
459
Northwest Wealth Management
Iowa
$359K – – –
CWS
460
Cypress Wealth Services
California
$359K +$428 +7 +0.1%
BCI
461
Brinker Capital Investments
Pennsylvania
$358K -$25.7K -421 -7%
AA
462
Altman Advisors
Illinois
$358K – – –
AMIM
463
Aull & Monroe Investment Management
Alabama
$353K – – –
UH
464
Unigestion Holding
Switzerland
$353K +$353K +5,779 New
WI
465
Wintrust Investments
Illinois
$352K -$77.2K -1,264 -18%
FPS
466
Fieldpoint Private Securities
Connecticut
$351K – – –
FWM
467
Focused Wealth Management
New York
$349K +$80.3K +1,313 +30%
Carson Wealth (CWM LLC)
468
Carson Wealth (CWM LLC)
Nebraska
$348K +$105K +1,726 +43%
DAS
469
Dynamic Advisor Solutions
Arizona
$344K +$19.5K +309 +6%
CIS
470
Connors Investor Services
Pennsylvania
$343K – – –
AFP
471
Ausdal Financial Partners
Iowa
$340K -$375K -6,125 -52%
FRM
472
Fox Run Management
Connecticut
$333K +$333K +5,450 New
EWM
473
Evercore Wealth Management
New York
$329K +$44.4K +729 +16%
OCG
474
Opus Capital Group
Ohio
$327K -$26.4K -431 -7%
PTC
475
Private Trust Company
Ohio
$327K +$33.1K +544 +11%
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