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Realty Income

647 hedge funds and large institutions have $10.4B invested in Realty Income in 2018 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 248 increasing their positions, 244 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
-20
Holders Change %
-3%
% of All Funds
14.85%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
68
Increased
248
Reduced
244
Closed
81
Calls
$90.2M
Puts
$133M
Net Calls
-$42.5M
Net Calls Change
+$74.3M
Name Holding Trade Value Shares
Change
Shares
Change %
MCWS
601
McKinley Carter Wealth Services
West Virginia
$11K +$11K +217 New
SNT
602
Security National Trust
West Virginia
$10K
FMB
603
Field & Main Bank
Kentucky
$10K
HI
604
Hudock Inc
Pennsylvania
$10K +$2.54K +53 +34%
PMFA
605
Plante Moran Financial Advisors
Michigan
$10K +$10K +194 New
SFG
606
SevenBridge Financial Group
Pennsylvania
$9K -$27.3K -516 -75%
AIM
607
Arcadia Investment Management
Michigan
$9K -$10K
PCFFS
608
Pacific Center for Financial Services
California
$9K
TWA
609
TCI Wealth Advisors
Arizona
$9K +$3.63K +71 +68%
GFP
610
Gryphon Financial Partners
Ohio
$8K -$4.21K -79 -34%
AIM
611
Anchor Investment Management
South Carolina
$7.76K
MWM
612
Mascoma Wealth Management
New Hampshire
$7K
CBT
613
Capital Bank & Trust
California
$7K
EARNEST Partners
614
EARNEST Partners
Georgia
$7K
PW
615
Price Wealth
Texas
$7K +$7K +144 New
BWM
616
Baystate Wealth Management
Massachusetts
$6K -$69.6K -1,358 -92%
POIA
617
Pin Oak Investment Advisors
Texas
$6K
SF
618
Synovus Financial
Georgia
$6K +$6K +118 New
PFO
619
Pathstone Family Office
New Jersey
$6K +$6K +120 New
RWP
620
RWA Wealth Partners
Massachusetts
$6K +$6K +125 New
WAM
621
Watermark Asset Management
California
$5K
GAM
622
Gemmer Asset Management
California
$5K +$2.11K +38 +73%
FC
623
Ferris Capital
Massachusetts
$5K +$5K +91 New
OPWM
624
Oak Point Wealth Management
Michigan
$5K +$5K +102 New
PCP
625
Proficio Capital Partners
Massachusetts
$4K -$5.53K -105 -58%