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Realty Income

856 hedge funds and large institutions have $16.2B invested in Realty Income in 2020 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 315 increasing their positions, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+69
Holders Change %
+8.77%
% of All Funds
15.19%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
143
Increased
315
Reduced
282
Closed
62
Calls
$117M
Puts
$128M
Net Calls
-$11.1M
Net Calls Change
-$309K
Name Holding Trade Value Shares
Change
Shares
Change %
GVAG
626
Great Valley Advisor Group
Delaware
$210K +$210K +3,480 New
PFM
627
Parsec Financial Management
North Carolina
$206K
FTDI
628
First Trust Direct Indexing
Massachusetts
$206K +$206K +3,421 New
SSG
629
Summit Securities Group
New York
$205K +$205K +3,406 New
FA
630
FMA Advisory
Pennsylvania
$202K +$202K +3,348 New
WWM
631
Wolff Wiese Magana
California
$202K +$202K +3,354 New
SDAM
632
Shulman DeMeo Asset Management
New York
$202K +$202K +3,360 New
MCM
633
MAI Capital Management
Ohio
$201K -$466K -7,746 -70%
Federated Hermes
634
Federated Hermes
Pennsylvania
$201K +$12.6K +210 +7%
GSBTD
635
Glenview State Bank Trust Department
Illinois
$201K +$201K +3,331 New
BMWM
636
Brown Miller Wealth Management
Virginia
$201K +$201K +3,345 New
AWM
637
Avior Wealth Management
Nebraska
$194K +$3.13K +52 +2%
LWCFA
638
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$186K
MAM
639
Meeder Asset Management
Ohio
$184K +$24.1K +399 +15%
Twin Tree Management
640
Twin Tree Management
Texas
$179K -$1.52M -25,298 -89%
COCM
641
Charter Oak Capital Management
New Hampshire
$179K +$179K +2,964 New
SFS
642
Sowell Financial Services
Arkansas
$169K +$4.93K +82 +3%
DWMG
643
DB Wealth Management Group
California
$165K +$165K +2,737 New
MA
644
Montag & Associates
Georgia
$161K +$161K +2,678 New
LC
645
Lindbrook Capital
California
$160K +$84.9K +1,413 +113%
FCMT
646
Founders Capital Management (Texas)
Texas
$160K +$160K +2,663 New
NP
647
Ninepoint Partners
Ontario, Canada
$156K +$156K +2,592 New
EIP
648
Ellis Investment Partners
Pennsylvania
$149K +$1.69K +28 +1%
SSC
649
Syverson Strege & Co
Iowa
$149K +$149K +2,470 New
AWA
650
Arkadios Wealth Advisors
Georgia
$146K -$182K -3,018 -55%