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Realty Income

758 hedge funds and large institutions have $12.8B invested in Realty Income in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 279 increasing their positions, 297 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
-94
Holders Change %
-11.03%
% of All Funds
16.74%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
80
Increased
279
Reduced
297
Closed
161
Calls
$60.6M
Puts
$50.7M
Net Calls
+$9.87M
Net Calls Change
+$29.4M
Name Holding Trade Value Shares
Change
Shares
Change %
LWS
626
Lucia Wealth Services
California
$53K
JCM
627
Jacobi Capital Management
Pennsylvania
$53K +$5.81K +120 +12%
PFP
628
Pinnacle Financial Partners
Tennessee
$52K +$2.22K +46 +4%
Simplex Trading
629
Simplex Trading
Illinois
$51K +$51K +1,060 New
ZB
630
Zions Bancorporation
Utah
$50K -$405K -8,342 -89%
WT
631
Whittier Trust
California
$50K -$13.4K -280 -21%
ETI
632
Enterprise Trust & Investment
California
$50K
SA
633
SRH Advisors
Kansas
$50K
NL
634
NVWM LLC
Pennsylvania
$49K
CIA
635
CSat Investment Advisory
Michigan
$48K +$5.06K +104 +12%
KTC
636
Kistler-Tiffany Companies
Pennsylvania
$47K
CFFP
637
Center for Financial Planning
Michigan
$46K +$17.2K +357 +60%
1IA
638
1834 Investment Advisors
Wisconsin
$45K
RDWM
639
Red Door Wealth Management
Tennessee
$45K +$45K +950 New
AAP
640
Arax Advisory Partners
Colorado
$42K +$42K +863 New
TIM
641
Tortoise Investment Management
New York
$41K
OC
642
Oakworth Capital
Alabama
$40K
APWM
643
Atlas Private Wealth Management
New York
$40K
CWM
644
Cedar Wealth Management
California
$40K +$10K +207 +33%
PCG
645
Private Capital Group
Connecticut
$39K -$10.7K -218 -22%
ME
646
McIlrath & Eck
Washington
$39K
MIFH
647
Migdal Insurance & Financial Holdings
Israel
$38K +$38K +788 New
HFM
648
Hartford Financial Management
Connecticut
$37K
SIC
649
Salem Investment Counselors
North Carolina
$36K +$7.79K +161 +28%
EI
650
Ellevest Inc
New York
$36K +$15.8K +331 +78%