O icon

Realty Income
O

Overview Fund Activity

787 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, 290 increasing their positions, 283 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+16
Holders Change %
+2.08%
% of All Funds
15.92%
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
290
Reduced
283
Closed
64
Calls
$108M
Puts
$119M
Net Calls
-$10.8M
Net Calls Change
-$7.98M

Top Buyers

1
Invesco
Invesco
Georgia
+$227M
2
RC
Resolution Capital
Australia
+$218M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$43.7M
4
Deutsche Bank
Deutsche Bank
Germany
+$33M
5
Bank of America
Bank of America
North Carolina
+$32.3M

Top Sellers

1
State Street
State Street
Massachusetts
-$126M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$123M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
-$110M
4
PI
PGGM Investments
Netherlands
-$101M
5
American Century Companies
American Century Companies
Missouri
-$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
626
Valeo Financial Advisors
Indiana
$104K -$87.5K -1,481 -46%
RFA
627
Reilly Financial Advisors
California
$102K -$12.1K -206 -11%
CMBA
628
C.M. Bidwell & Associates
Hawaii
$102K +$102K +1,734 New
JWA
629
JFS Wealth Advisors
Pennsylvania
$101K – – –
EWM
630
Elmwood Wealth Management
California
$101K – – –
ME
631
McIlrath & Eck
Washington
$101K +$53.4K +907 +112%
LWS
632
Lucia Wealth Services
California
$98K +$32.7K +553 +50%
CIA
633
Cascade Investment Advisors
Oregon
$96K – – –
Lazard Asset Management
634
Lazard Asset Management
New York
$92K +$44.7K +765 +95%
QCG
635
Quadrant Capital Group
Ohio
$90K +$40.5K +685 +82%
TPCW
636
TD Private Client Wealth
New York
$87K -$2.71K -46 -3%
EFSCE
637
Enterprise Financial Services Corp (EFSC)
Missouri
$87K – – –
NNP
638
Nachman Norwood & Parrott
South Carolina
$87K +$87K +1,477 New
PP
639
Paloma Partners
Connecticut
$87K +$87K +1,481 New
JFA
640
JNBA Financial Advisors
Minnesota
$86K – – –
T
641
TOBAM
France
$86K +$86K +1,455 New
SIS
642
Sound Income Strategies
Florida
$85K -$17.7K -299 -17%
BWP
643
Baldwin Wealth Partners
Massachusetts
$85K – – –
CIA
644
CSat Investment Advisory
Michigan
$84K +$6.58K +113 +9%
IRAG
645
Investment Research & Advisory Group
Georgia
$82K – – –
TCM
646
Tradewinds Capital Management
Washington
$80K – – –
VRM
647
Vectors Research Management
New York
$80K +$353 +6 +0.4%
CFD
648
Creative Financial Designs
Indiana
$78K +$235 +4 +0.3%
FQ
649
First Quadrant
California
$77K – – –
TWA
650
TCI Wealth Advisors
Arizona
$77K +$17.3K +295 +29%
24 25
26
27 28