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Realty Income
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861 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, 318 increasing their positions, 283 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 62

12% more repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 283

9% more funds holding

Funds holding: 792 → 861 (+69)

3% more capital invested

Capital invested by funds: $15.7B → $16.2B (+$454M)

9% less call options, than puts

Call options by funds: $117M | Put options by funds: $128M

1.28% less ownership

Funds ownership: 77.83% → 76.55% (-1.3%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
861
Holders Change
+69
Holders Change %
+8.71%
% of All Funds
15.24%
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
318
Reduced
283
Closed
62
Calls
$117M
Puts
$128M
Net Calls
-$11.1M
Net Calls Change
-$309K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$124M
2
Morgan Stanley
Morgan Stanley
New York
+$102M
3
RC
Resolution Capital
Australia
+$57.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$47.9M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$45.8M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$138M
2
JP Morgan Chase
JP Morgan Chase
New York
-$111M
3
Invesco
Invesco
Georgia
-$83.9M
4
Goldman Sachs
Goldman Sachs
New York
-$59.8M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$53.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
626
Advisors Management Group
Wisconsin
$212K +$3.49K +59 +2%
PTC
627
Private Trust Company
Ohio
$211K – – –
LNWWM
628
Laird Norton Wetherby Wealth Management
California
$210K -$4.85K -82 -2%
MFA
629
Mayflower Financial Advisors
Massachusetts
$210K +$206K +3,478 New
GVAG
630
Great Valley Advisor Group
Delaware
$210K +$206K +3,480 New
PFM
631
Parsec Financial Management
North Carolina
$206K – – –
FTDI
632
First Trust Direct Indexing
Massachusetts
$206K +$202K +3,421 New
SSG
633
Summit Securities Group
New York
$205K +$201K +3,406 New
FA
634
FMA Advisory
Pennsylvania
$202K +$198K +3,348 New
WWM
635
Wolff Wiese Magana
California
$202K +$198K +3,354 New
SDAM
636
Shulman DeMeo Asset Management
New York
$202K +$199K +3,360 New
MCM
637
MAI Capital Management
Ohio
$201K -$458K -7,746 -70%
Federated Hermes
638
Federated Hermes
Pennsylvania
$201K +$12.4K +210 +7%
GSBTD
639
Glenview State Bank Trust Department
Illinois
$201K +$197K +3,331 New
BMWM
640
Brown Miller Wealth Management
Virginia
$201K +$198K +3,345 New
AWM
641
Avior Wealth Management
Nebraska
$194K +$3.07K +52 +2%
LWCFA
642
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$186K – – –
MAM
643
Meeder Asset Management
Ohio
$184K +$23.6K +399 +15%
Twin Tree Management
644
Twin Tree Management
Texas
$179K -$1.5M -25,298 -89%
COCM
645
Charter Oak Capital Management
New Hampshire
$179K +$175K +2,964 New
SFS
646
Sowell Financial Services
Arkansas
$169K +$4.85K +82 +3%
DWMG
647
DB Wealth Management Group
California
$165K +$162K +2,737 New
MA
648
Montag & Associates
Georgia
$161K +$158K +2,678 New
LC
649
Lindbrook Capital
California
$160K +$83.5K +1,413 +113%
FCMT
650
Founders Capital Management (Texas)
Texas
$160K +$157K +2,663 New
24 25
26
27 28

O Hedge Fund Activity: Q4 2020 in Review

861 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q4 2020, worth a combined $16.2B — up 2.9% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new O positions and 62 closed out — a net gain of 81 holders — while 318 added to existing stakes and 283 trimmed.

The largest buyer was BlackRock, adding an estimated $124M. The largest seller was Deutsche Bank, cutting an estimated $138M.

  • 861 institutional investors held Realty Income (O) as of Q4 2020, up from 792 in Q3 2020.
  • Funds reported $16.2B of Realty Income stock for Q4 2020, up 2.9% quarter-over-quarter.
  • 143 funds opened new Realty Income positions in Q4 2020 and 62 closed out, a net change of +81 holders.
  • The largest Realty Income buyer in Q4 2020 was BlackRock, an estimated $124M added.
  • The largest Realty Income seller in Q4 2020 was Deutsche Bank, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2020.