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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
SBWIC
576
Schaper Benz & Wise Investment Counsel
Wisconsin
$227K
AI
577
Accredited Investors
Minnesota
$227K +$1.12K +19 +0.5%
SAM
578
Silvercrest Asset Management
New York
$225K
SAG
579
Spotlight Asset Group
Illinois
$225K +$2.66K +45 +1%
V
580
Veritable
Delaware
$224K -$237 -4 -0.1%
FG
581
Fiduciary Group
Georgia
$224K
FHA
582
Flagship Harbor Advisors
Massachusetts
$223K -$34.4K -582 -13%
BA
583
Bennicas & Associates
California
$222K -$18.3K -309 -8%
SHGA
584
Sand Hill Global Advisors
California
$222K
VPIM
585
Vanguard Personalized Indexing Management
California
$221K +$222K +3,751 New
CAM
586
Columbia Asset Management
Michigan
$220K -$341K -5,769 -61%
SP
587
Successful Portfolios
Florida
$220K -$1.06K -18 -0.5%
CWM
588
Cornerstone Wealth Management
Missouri
$217K +$5.56K +94 +3%
SC
589
Scotia Capital
Ontario, Canada
$216K -$222K -3,755 -51%
FBB
590
Fulton Breakefield Broenniman
Maryland
$216K +$217K +3,668 New
ARMT
591
Amica Retiree Medical Trust
Rhode Island
$213K
LIM
592
Leavell Investment Management
Alabama
$212K
BCM
593
Brookstone Capital Management
Illinois
$212K +$213K +3,604 New
TW
594
Transform Wealth
Colorado
$211K
IA
595
IFG Advisory
Georgia
$211K +$5.91K +100 +3%
CIAS
596
Capital Investment Advisory Services
North Carolina
$211K +$212K +3,590 New
LNWWM
597
Laird Norton Wetherby Wealth Management
California
$210K +$211K +3,567 New
BCI
598
Brinker Capital Investments
Pennsylvania
$209K -$28.3K -479 -12%
CFA
599
Carroll Financial Associates
North Carolina
$209K
TMAM
600
Tokio Marine Asset Management
Japan
$209K +$210K +3,547 New

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.