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Realty Income
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Overview Fund Activity

743 hedge funds and large institutions have $14.1B invested in Realty Income in 2018 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 278 increasing their positions, 232 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
743
Holders Change
+63
Holders Change %
+9.26%
% of All Funds
16.58%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.27%
New
122
Increased
278
Reduced
232
Closed
49
Calls
$78.4M
Puts
$95.7M
Net Calls
-$17.3M
Net Calls Change
-$4.22M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$305M
2
Bank of America
Bank of America
North Carolina
+$165M
3
SBAM
Santa Barbara Asset Management
California
+$152M
4
BlackRock
BlackRock
New York
+$127M
5
ZP
Zimmer Partners
New York
+$114M

Top Sellers

1
NSLI
Nan Shan Life Insurance
Taiwan
-$154M
2
Principal Financial Group
Principal Financial Group
Iowa
-$79.4M
3
PI
PGGM Investments
Netherlands
-$70.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$39.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
526
Goelzer Investment Management
Indiana
$248K – – –
WP
527
WealthPLAN Partners
Nebraska
$246K – – –
MCM
528
Murphy Capital Management
New Jersey
$246K – – –
PB
529
Pinnacle Bancorp
Nebraska
$246K +$246K +4,030 New
Impax Asset Management Group
530
Impax Asset Management Group
United Kingdom
$244K +$7.33K +120 +3%
PI
531
PineBridge Investments
New York
$242K – – –
DE
532
Day & Ennis
Georgia
$242K – – –
GSBTD
533
Glenview State Bank Trust Department
Illinois
$242K – – –
BRWA
534
B. Riley Wealth Advisors
Florida
$241K +$241K +3,938 New
GBT
535
Grove Bank & Trust
Florida
$240K +$240K +3,929 New
TMAM
536
Tokio Marine Asset Management
Japan
$237K -$5.68K -93 -2%
CFB
537
Cullen/Frost Bankers
Texas
$235K +$235K +3,842 New
GFP
538
Gryphon Financial Partners
Ohio
$231K +$231K +4,456 New
CCM
539
Cadence Capital Management
Massachusetts
$228K -$514K -8,401 -69%
CAG
540
Csenge Advisory Group
Florida
$228K +$6.88K +113 +3%
AI
541
Accredited Investors
Minnesota
$226K +$1.4K +23 +0.6%
KFGK
542
Keystone Financial Group (Kentucky)
Kentucky
$224K -$30K -491 -12%
LW
543
Linscomb Wealth
Texas
$224K – – –
TW
544
TrinityPoint Wealth
Connecticut
$222K +$222K +3,631 New
NBG
545
Nancy B. Gardiner
$221K -$12.6K -206 -5%
ARMT
546
Amica Retiree Medical Trust
Rhode Island
$221K +$221K +3,610 New
PP
547
Paloma Partners
Connecticut
$221K +$221K +3,612 New
SHGA
548
Sand Hill Global Advisors
California
$220K +$220K +3,593 New
DI
549
DFPG Investments
Utah
$220K +$220K +3,598 New
NEPWA
550
New England Private Wealth Advisors
Massachusetts
$220K +$220K +3,599 New
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