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Realty Income

647 hedge funds and large institutions have $10.4B invested in Realty Income in 2018 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 248 increasing their positions, 244 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
-20
Holders Change %
-3%
% of All Funds
14.85%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
68
Increased
248
Reduced
244
Closed
81
Calls
$90.2M
Puts
$133M
Net Calls
-$42.5M
Net Calls Change
+$74.3M
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
501
Rampart Investment Management
Connecticut
$156K -$16.4K -328 -10%
ASN
502
Advisory Services Network
Georgia
$154K -$20.5K -409 -12%
FCMT
503
Founders Capital Management (Texas)
Texas
$149K +$22.8K +454 +18%
CBOA
504
Commonwealth Bank of Australia
Australia
$140K +$128K +2,580 +1,032%
PWM
505
Perigon Wealth Management
California
$138K +$79.5K +1,580 +136%
KTC
506
Kistler-Tiffany Companies
Pennsylvania
$128K
CF
507
Centaurus Financial
California
$125K +$125K +2,484 New
DSI
508
Daiwa SB Investments
Japan
$119K -$16.5K -330 -12%
JWA
509
JFS Wealth Advisors
Pennsylvania
$118K
AWM
510
Avior Wealth Management
Nebraska
$116K
WAM
511
Wealthspire Advisors (Maryland)
Maryland
$111K
MFBTD
512
MB Financial Bank - Trust Department
Illinois
$103K
TAM
513
Tiverton Asset Management
Delaware
$98K -$36.5K -726 -27%
SFSIG
514
San Francisco Sentry Investment Group
California
$98K +$18K +361 +23%
RFA
515
Reilly Financial Advisors
California
$97K
SFM
516
Signet Financial Management
New Jersey
$93K +$93K +1,858 New
MOS
517
MGO One Seven
Ohio
$92K -$500 -10 -0.5%
EWM
518
Elmwood Wealth Management
California
$87.8K +$87.8K +1,750 New
PCG
519
Private Capital Group
Connecticut
$79K +$3.3K +66 +4%
ClearBridge Investments
520
ClearBridge Investments
New York
$75K +$15.9K +316 +27%
BWP
521
Baldwin Wealth Partners
Massachusetts
$72K
FRA
522
Front Row Advisors
California
$72K
1IA
523
1834 Investment Advisors
Wisconsin
$70K -$15.5K -310 -18%
JFA
524
JNBA Financial Advisors
Minnesota
$67K
WA
525
WealthTrust-Arizona
Arizona
$64K -$14.7K -291 -19%