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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
GC
626
Grace Capital
Massachusetts
$111K
EI
627
Ellevest Inc
New York
$111K +$34.3K +580 +45%
PA
628
Parallel Advisors
California
$109K +$11.5K +194 +12%
PB
629
Pinnacle Bancorp
Nebraska
$106K
HFM
630
Harvest Fund Management
China
$104K -$171K -2,896 -63%
VFA
631
Valeo Financial Advisors
Indiana
$104K -$87.6K -1,481 -46%
RFA
632
Reilly Financial Advisors
California
$102K -$12.2K -206 -11%
CMBA
633
C.M. Bidwell & Associates
Hawaii
$102K +$103K +1,734 New
EWM
634
Elmwood Wealth Management
California
$101K
JWA
635
JFS Wealth Advisors
Pennsylvania
$101K
ME
636
McIlrath & Eck
Washington
$101K +$53.6K +907 +112%
LWS
637
Lucia Wealth Services
California
$98K +$32.7K +553 +50%
CIA
638
Cascade Investment Advisors
Oregon
$96K
Lazard Asset Management
639
Lazard Asset Management
New York
$92K +$45.2K +765 +95%
QCG
640
Quadrant Capital Group
Ohio
$90K +$40.5K +685 +82%
TPCW
641
TD Private Client Wealth
New York
$87K -$2.72K -46 -3%
EFSCE
642
Enterprise Financial Services Corp (EFSC)
Missouri
$87K
NNP
643
Nachman Norwood & Parrott
South Carolina
$87K +$87.3K +1,477 New
PP
644
Paloma Partners
Connecticut
$87K +$87.6K +1,481 New
JFA
645
JNBA Financial Advisors
Minnesota
$86K
T
646
TOBAM
France
$86K +$86K +1,455 New
SIS
647
Sound Income Strategies
Florida
$85K -$17.7K -299 -17%
BWP
648
Baldwin Wealth Partners
Massachusetts
$85K
CIA
649
CSat Investment Advisory
Michigan
$84K +$6.68K +113 +9%
IRAG
650
Investment Research & Advisory Group
Georgia
$82K

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.