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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
TCM
651
Tradewinds Capital Management
Washington
$80K
VRM
652
Vectors Research Management
New York
$80K +$355 +6 +0.4%
CFD
653
Creative Financial Designs
Indiana
$78K +$237 +4 +0.3%
FQ
654
First Quadrant
California
$77K
TWA
655
TCI Wealth Advisors
Arizona
$77K +$17.4K +295 +29%
PW
656
Price Wealth
Texas
$77K +$77.5K +1,311 New
HPC
657
HM Payson & Co
Maine
$75K +$32.6K +551 +76%
Millennium Management
658
Millennium Management
New York
$74.4K +$68.1M +1,151,964 +1,022%
LC
659
Lindbrook Capital
California
$74K +$2.07K +35 +3%
MIFH
660
Migdal Insurance & Financial Holdings
Israel
$74K +$22.2K +376 +43%
SSB
661
Sandy Spring Bank
Maryland
$73K
TFA
662
Toth Financial Advisory
Virginia
$73K
Acadian Asset Management
663
Acadian Asset Management
Massachusetts
$64K
AAP
664
Arax Advisory Partners
Colorado
$64K +$710 +12 +1%
NICM
665
Neo Ivy Capital Management
New York
$63K +$63.5K +1,074 New
ETI
666
Enterprise Trust & Investment
California
$61K
SA
667
SRH Advisors
Kansas
$61K
NL
668
NVWM LLC
Pennsylvania
$59K
CI
669
CX Institutional
Indiana
$58K +$52K +880 +786%
NFSG
670
Newbridge Financial Services Group
Florida
$56K +$56.2K +950 New
WT
671
Whittier Trust
California
$55K
CTC
672
Central Trust Company
Missouri
$55K +$18.3K +309 +49%
CG
673
Cutler Group
California
$54K -$3.02K -51 -5%
1IA
674
1834 Investment Advisors
Wisconsin
$54K
TIM
675
Tortoise Investment Management
New York
$50K

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.