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Realty Income

667 hedge funds and large institutions have $11.5B invested in Realty Income in 2017 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 224 increasing their positions, 219 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
667
Holders Change
+71
Holders Change %
+11.91%
% of All Funds
15.15%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
117
Increased
224
Reduced
219
Closed
46
Calls
$72.2M
Puts
$189M
Net Calls
-$117M
Net Calls Change
-$68.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
501
Covington Capital Management
California
$230K -$230K
RMDI
502
R.M. Davis Inc
Maine
$228K -$8.56K -155 -4%
GIM
503
Goelzer Investment Management
Indiana
$227K
DS
504
DRW Securities
Illinois
$226K +$226K +4,087 New
SRC
505
Shufro Rose & Co
New York
$222K
DE
506
Day & Ennis
Georgia
$219K
PTC
507
Private Trust Company
Ohio
$217K -$125K -2,260 -36%
VF
508
Virtu Financial
New York
$216K -$194K -3,526 -47%
Mackenzie Financial
509
Mackenzie Financial
Ontario, Canada
$215K +$215K +3,892 New
Carson Wealth (CWM LLC)
510
Carson Wealth (CWM LLC)
Nebraska
$214K -$3.43K -62 -2%
SW
511
SVB Wealth
Massachusetts
$213K +$3.75K +68 +2%
PAG
512
Pinnacle Advisory Group
Maryland
$211K -$143K -2,584 -40%
Cerity Partners
513
Cerity Partners
New York
$209K +$209K +3,788 New
CAM
514
Columbia Asset Management
Michigan
$208K
Brown Advisory
515
Brown Advisory
Maryland
$208K +$208K +3,750 New
FWM
516
Frontier Wealth Management
Missouri
$206K
MSAM
517
Moloney Securities Asset Management
Missouri
$203K -$14.7K -265 -7%
MCM
518
Murphy Capital Management
New Jersey
$203K
LOAME
519
Lombard Odier Asset Management (Europe)
United Kingdom
$202K
JSL
520
JT Stratford LLC
Georgia
$201K -$151K -2,745 -43%
CHA
521
Cedar Hill Associates
Illinois
$201K
LWCFA
522
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$196K
ASN
523
Advisory Services Network
Georgia
$192K +$135K +2,447 +238%
RIM
524
Rampart Investment Management
Connecticut
$190K -$23.9K -433 -11%
VFA
525
Valeo Financial Advisors
Indiana
$188K +$188K +3,396 New