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Realty Income

852 hedge funds and large institutions have $18.5B invested in Realty Income in 2019 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 328 increasing their positions, 226 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+81
Holders Change %
+10.51%
% of All Funds
16.82%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
149
Increased
328
Reduced
226
Closed
53
Calls
$90.9M
Puts
$110M
Net Calls
-$19.5M
Net Calls Change
-$59.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
476
Beam Wealth Advisors
Louisiana
$504K +$504K +7,068 New
GIA
477
Gateway Investment Advisers
Ohio
$497K -$17.2K -241 -3%
OAM
478
Optimal Asset Management
California
$495K +$495K +6,938 New
SBA
479
Secrest Blakey & Associates
North Carolina
$493K +$23.3K +326 +5%
MWM
480
Minot Wealth Management
Massachusetts
$491K +$491K +6,586 New
NC
481
NovaPoint Capital
Georgia
$491K +$491K +6,887 New
GFS
482
GYL Financial Synergies
Connecticut
$490K +$34.1K +478 +7%
PWM
483
Peterson Wealth Management
Nevada
$489K +$489K +6,735 New
UR
484
USCA RIA
Texas
$482K +$482K +6,760 New
AFP
485
Ausdal Financial Partners
Iowa
$480K +$89.9K +1,188 +23%
CFA
486
CWS Financial Advisors
Michigan
$476K +$476K +6,673 New
NL
487
NWAM LLC
Washington
$473K +$9.06K +127 +2%
CAC
488
Certified Advisory Corp
Florida
$473K +$58.3K +816 +14%
MA
489
MONECO Advisors
Connecticut
$467K +$74.1K +1,001 +19%
JT
490
Jump Trading
Illinois
$465K +$465K +6,517 New
SSG
491
Summit Securities Group
New York
$464K +$44.2K +620 +11%
KA
492
Kovack Advisors
Florida
$463K +$463K +6,483 New
AIS
493
American Investment Services
Massachusetts
$461K +$1.93K +27 +0.4%
AA
494
Ancora Advisors
Ohio
$453K
William Blair & Company
495
William Blair & Company
Illinois
$451K +$5.56K +78 +1%
PIA
496
Piedmont Investment Advisors
North Carolina
$450K +$83.7K +1,172 +23%
AF
497
Advisornet Financial
Minnesota
$444K -$28K -392 -6%
PTC
498
Private Trust Company
Ohio
$443K -$56.9K -799 -11%
ATC
499
Argent Trust Co
Tennessee
$443K +$36.5K +512 +9%
HH
500
Hilltop Holdings
Texas
$442K +$60.9K +853 +16%