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Realty Income
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Overview Fund Activity

535 hedge funds and large institutions have $10.6B invested in Realty Income in 2015 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 258 increasing their positions, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+35
Holders Change %
+7%
% of All Funds
14.05%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.37%
New
72
Increased
258
Reduced
131
Closed
29
Calls
$32.8M
Puts
$40.7M
Net Calls
-$7.87M
Net Calls Change
-$30.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2B
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$177M
3
Cohen & Steers
Cohen & Steers
New York
$178M
4
BFA
BlackRock Fund Advisors
California
$410M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$202M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$1.55B
2
ACM
Americafirst Capital Management
California
$0
3
AAMU
APG Asset Management US
New York
$0
4
State Street
State Street
Massachusetts
$891M
5
Axa
Axa
France
$29K
Name Holding Trade Value Shares
Change 		Shares
Change %
CBOA
476
Commonwealth Bank of Australia
Australia
$66K +$4.29K +86 +7%
ECM
477
Estabrook Capital Management
New York
$64.5K – – –
GLI
478
Guardian Life Insurance
New York
$61K -$9.73K -195 -14%
JFA
479
JNBA Financial Advisors
Minnesota
$56K – – –
Bessemer Group
480
Bessemer Group
New Jersey
$54K +$54K +1,076 New
CBT
481
Central Bank & Trust
Kentucky
$52K – – –
SA
482
SRH Advisors
Kansas
$52K +$52K +1,032 New
TCM
483
Tradewinds Capital Management
Washington
$47K +$31.3K +630 +199%
MBT
484
Monroe Bank & Trust
Michigan
$46K – – –
LWCFA
485
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45K – – –
PO
486
Private Ocean
California
$44K -$56.8K -1,124 -56%
FAM
487
Formidable Asset Management
Ohio
$42K – – –
SIG
488
Stanford Investment Group
California
$41K – – –
HR
489
Howe & Rusling
New York
$39K -$36K – –
HRC
490
Hoertkorn Richard Charles
$34K – – –
JGIA
491
Jackson Grant Investment Advisers
Connecticut
$34K +$34K +681 New
WTB
492
Washington Trust Bank
Washington
$33K +$1.04K +21 +3%
PFBT
493
Parkside Financial Bank & Trust
Missouri
$33K +$1.35K +27 +4%
AIM
494
Arcadia Investment Management
Michigan
$32K – – –
AIM
495
Advantage Investment Management
Iowa
$31K – – –
Lazard Asset Management
496
Lazard Asset Management
New York
$30K – – –
Axa
497
Axa
France
$29K -$11.5M -230,381 -100%
M
498
MOTCO
Texas
$26K -$8.67K -172 -25%
ZB
499
Zions Bancorporation
Utah
$26K – – –
VCM
500
Vigilant Capital Management
Maine
$26K +$26K +516 New
18 19
20
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