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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
BP
551
Ballentine Partners
Massachusetts
$257K +$31.2K +528 +14%
CRWM
552
Castle Rock Wealth Management
California
$255K +$261K +4,412 New
1WA
553
180 Wealth Advisors
Washington
$253K -$1.66K -28 -0.6%
ITIM
554
Indiana Trust & Investment Management
Indiana
$249K -$25K -423 -9%
CFG
555
Cooper Financial Group
California
$248K
SAM
556
Strategy Asset Managers
California
$247K -$887 -15 -0.4%
SIA
557
Soltis Investment Advisors
Utah
$246K
CCM
558
Covington Capital Management
California
$245K
CFB
559
Cullen/Frost Bankers
Texas
$243K -$286K -4,844 -54%
CCA
560
Checchi Capital Advisers
California
$239K -$31.9K -539 -12%
SFA
561
Sequoia Financial Advisors
Ohio
$239K -$10.9K -184 -4%
SBIA
562
Sheaff Brock Investment Advisors
Indiana
$238K +$239K +4,046 New
VAS
563
Vestmark Advisory Solutions
Massachusetts
$237K +$26.7K +452 +13%
DCM
564
Donaldson Capital Management
Indiana
$236K -$16.8K -284 -7%
WAP
565
Wealthcare Advisory Partners
Pennsylvania
$236K +$237K +4,002 New
FCA
566
FLC Capital Advisors
California
$235K -$183K -3,096 -43%
WSTAM
567
Wilbanks Smith & Thomas Asset Management
Virginia
$235K -$1.72K -29 -0.7%
PA
568
PFG Advisors
Arizona
$235K +$10.2K +173 +5%
CF
569
Centaurus Financial
California
$234K +$70.6K +1,194 +43%
OIA
570
OneDigital Investment Advisors
Kansas
$233K +$234K +3,962 New
LA
571
LexAurum Advisors
Kansas
$232K +$15.3K +258 +7%
MMA
572
Miracle Mile Advisors
California
$232K +$233K +3,942 New
GIA
573
Gateway Investment Advisers
Ohio
$231K -$3.08K -52 -1%
CFGS
574
Concourse Financial Group Securities
Alabama
$228K +$19.8K +335 +10%
HAG
575
HighPoint Advisor Group
Illinois
$227K -$31.6K -535 -12%

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.