O icon

Realty Income
O

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 %
FHA
551
Flagship Harbor Advisors
Massachusetts
$219K -$121K -1,974 -35%
CS
552
Comerica Securities
Michigan
$219K +$219K +3,580 New
QAM
553
Questar Asset Management
Minnesota
$219K +$219K +3,593 New
H
554
HoyleCohen
California
$215K +$215K +3,525 New
BPA
555
Beacon Pointe Advisors
California
$215K +$215K +3,526 New
CFA
556
Carroll Financial Associates
North Carolina
$214K – – –
PA
557
Parallel Advisors
California
$213K +$25.1K +412 +13%
JFA
558
Johanson Financial Advisors
California
$211K +$211K +3,472 New
CCMG
559
Clark Capital Management Group
Pennsylvania
$208K +$208K +3,405 New
I
560
INVST
Indiana
$208K +$208K +3,405 New
CFIA
561
Cantor Fitzgerald Investment Advisors
New York
$208K +$208K +3,406 New
SAM
562
Silvercrest Asset Management
New York
$207K +$207K +3,387 New
W
563
Wealthquest
Ohio
$204K +$204K +3,342 New
RAM
564
Redmond Asset Management
Virginia
$204K +$204K +3,345 New
SFG
565
Summit Financial Group
West Virginia
$202K +$202K +3,302 New
ED
566
Exane Derivatives
France
$200K +$198K +3,242 +9,263%
LPWM
567
Lake Point Wealth Management
Texas
$195K +$195K +3,197 New
BAM
568
Belpointe Asset Management
Nevada
$193K +$42.6K +696 +28%
RIM
569
Rampart Investment Management
Connecticut
$191K -$427K -6,994 -69%
CAM
570
CenterStar Asset Management
Illinois
$190K – – –
LWCFA
571
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$188K -$28.3K -464 -13%
FCMT
572
Founders Capital Management (Texas)
Texas
$180K – – –
APC
573
Aspire Private Capital
North Carolina
$175K +$175K +2,866 New
WAP
574
Wealthcare Advisory Partners
Pennsylvania
$172K -$71.6K -1,170 -29%
MNBTD
575
Moody National Bank Trust Division
Texas
$167K +$15.8K +259 +10%
21 22
23
24 25