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Realty Income
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Overview Fund Activity

773 hedge funds and large institutions have $16.4B invested in Realty Income in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 294 increasing their positions, 263 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+30
Holders Change %
+4.04%
% of All Funds
16.76%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
103
Increased
294
Reduced
263
Closed
65
Calls
$82M
Puts
$50.5M
Net Calls
+$31.5M
Net Calls Change
+$48.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$133M
2
State Street
State Street
Massachusetts
+$108M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$104M
4
CIM
Centersquare Investment Management
Pennsylvania
+$70.2M
5
BCM
Bridgeway Capital Management
Texas
+$49.5M

Top Sellers

1
BlackRock
BlackRock
New York
-$170M
2
ZP
Zimmer Partners
New York
-$158M
3
PI
PGGM Investments
Netherlands
-$134M
4
Deutsche Bank
Deutsche Bank
Germany
-$132M
5
MIS
Morningstar Investment Services
Illinois
-$54.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
576
Cadence Capital Management
Massachusetts
$237K -$28.6K -401 -11%
PRC
577
Pearl River Capital
Michigan
$236K +$206K +2,885 +677%
CS
578
Comerica Securities
Michigan
$235K -$20.6K -289 -8%
SFG
579
Summit Financial Group
West Virginia
$235K – – –
PCG
580
Private Capital Group
Connecticut
$231K +$148K +2,076 +180%
LOAME
581
Lombard Odier Asset Management (Europe)
United Kingdom
$231K +$231K +3,237 New
BSW
582
Buckingham Strategic Wealth
Missouri
$231K +$231K +3,244 New
CFG
583
Cooper Financial Group
California
$230K +$230K +3,221 New
LIM
584
Leavell Investment Management
Alabama
$227K +$227K +3,170 New
MCM
585
Murphy Capital Management
New Jersey
$226K -$61.4K -862 -21%
TMAM
586
Tokio Marine Asset Management
Japan
$226K -$50.5K -709 -18%
CCM
587
Crabel Capital Management
California
$226K +$226K +3,167 New
FWM
588
Frontier Wealth Management
Missouri
$222K +$222K +3,117 New
RFN
589
RDA Financial Network
Iowa
$222K +$222K +3,213 New
PCM
590
Pointe Capital Management
Michigan
$221K +$221K +3,096 New
DAC
591
Dividend Assets Capital
South Carolina
$221K +$221K +3,096 New
KMWM
592
Keudell/Morrison Wealth Management
Oregon
$221K +$221K +3,103 New
LWCFA
593
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$220K – – –
CWS
594
Cypress Wealth Services
California
$219K -$199K -2,796 -48%
SIA
595
Strategic Investment Advisors
Michigan
$218K +$218K +3,057 New
MCM
596
MAI Capital Management
Ohio
$218K +$218K +3,064 New
BBWA
597
Bell & Brown Wealth Advisors
California
$217K +$217K +3,044 New
FNBT
598
FineMark National Bank & Trust
Florida
$217K +$217K +3,049 New
ZCA
599
Zeke Capital Advisors
Pennsylvania
$216K +$216K +3,026 New
KFGK
600
Keystone Financial Group (Kentucky)
Kentucky
$214K -$47.3K -664 -18%
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