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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
Bank Julius Baer & Co
476
Bank Julius Baer & Co
Switzerland
$429K +$5.5K +93 +1%
TAM
477
Townsend Asset Management
North Carolina
$423K -$33.3K -563 -7%
HIC
478
Holderness Investments Company
North Carolina
$421K -$167K -2,829 -28%
AIS
479
American Investment Services
Massachusetts
$414K
VWA
480
Visionary Wealth Advisors
Illinois
$408K -$1.2M -20,247 -74%
RG
481
Retirement Group
California
$407K +$2.37K +40 +0.6%
BWA
482
Beam Wealth Advisors
Louisiana
$402K -$15.3K -259 -4%
WTC
483
WhitTier Trust Company
Nevada
$402K -$12.2K -207 -3%
HH
484
Hilltop Holdings
Texas
$393K +$29.8K +504 +8%
MA
485
MUFG Americas
New York
$390K +$308K +5,211 +369%
GCP
486
GSA Capital Partners
United Kingdom
$386K +$388K +6,566 New
NSIM
487
North Star Investment Management
Illinois
$384K +$24.4K +412 +7%
KFA
488
Krane Funds Advisors
New York
$375K +$5.56K +94 +1%
IGGA
489
Iron Gate Global Advisors
Utah
$374K -$72.3K -1,223 -16%
NC
490
NovaPoint Capital
Georgia
$372K -$1.42K -24 -0.4%
CWM
491
Connecticut Wealth Management
Connecticut
$370K +$372K +6,287 New
Jacobs Levy Equity Management
492
Jacobs Levy Equity Management
New Jersey
$369K
SAM
493
SignalPoint Asset Management
Missouri
$369K +$31.5K +533 +9%
ASN
494
Advisory Services Network
Georgia
$369K +$42.4K +717 +13%
AF
495
Advisornet Financial
Minnesota
$368K +$20.2K +341 +6%
KWM
496
Kingsview Wealth Management
Oregon
$357K -$74.2K -1,255 -17%
AA
497
Ancora Advisors
Ohio
$357K
FHB
498
First Hawaiian Bank
Hawaii
$352K -$353K -5,977 -50%
FFA
499
First Foundation Advisors
California
$352K +$2.9K +49 +0.8%
B
500
Bailard
California
$352K +$354K +5,986 New

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.