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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
VHAM
451
Van Hulzen Asset Management
California
$510K -$104K -1,754 -17%
IWM
452
IHT Wealth Management
Illinois
$508K +$13.4K +226 +3%
BCV
453
Banque Cantonale Vaudoise
Switzerland
$505K
RI
454
Ridgewood Investments
New Jersey
$503K -$63.2K -1,069 -11%
Bessemer Group
455
Bessemer Group
New Jersey
$495K -$473 -8 -0.1%
CTA
456
Colonial Trust Advisors
South Carolina
$495K +$497K +8,411 New
PHK
457
Point72 Hong Kong
Hong Kong
$493K -$1.76M -29,796 -78%
DA
458
Duality Advisers
Florida
$487K +$489K +8,266 New
FFA
459
Founders Financial Alliance
North Carolina
$484K +$486K +8,212 New
NIA
460
Northstar Investment Advisors
Colorado
$482K -$258K -4,358 -35%
SCM
461
Spreng Capital Management
Ohio
$481K -$26.8K -454 -5%
ATPW
462
Ashton Thomas Private Wealth
Arizona
$474K -$10.3K -175 -2%
SWM
463
Stockman Wealth Management
Montana
$470K
MMPW
464
Mitchell McLeod Pugh & Williams
Alabama
$467K
TFA
465
Teamwork Financial Advisors
Texas
$466K -$57.4K -970 -11%
ACWM
466
Adams Chetwood Wealth Management
North Carolina
$464K -$24.1K -408 -5%
IG
467
ING Group
Netherlands
$464K +$466K +7,880 New
GFS
468
GYL Financial Synergies
Connecticut
$455K -$47K -795 -9%
UIM
469
USS Investment Management
United Kingdom
$449K
FWM
470
Focused Wealth Management
New York
$449K +$3.55K +60 +0.8%
NA
471
NewEdge Advisors
Louisiana
$447K -$44.6K -754 -9%
KA
472
Kovack Advisors
Florida
$440K +$1.83K +31 +0.4%
Nomura Holdings
473
Nomura Holdings
Japan
$438K -$388K -6,567 -47%
MCC
474
Malaga Cove Capital
California
$438K +$440K +7,445 New
Mercer Global Advisors
475
Mercer Global Advisors
Colorado
$434K -$309K -5,229 -42%

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.