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Realty Income
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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 %
ZB
676
Zions Bancorporation
Utah
$46K +$995 +17 +2%
CAW
677
Cornerstone Advisors (Washington)
Washington
$45K +$3.19K +54 +8%
SFSIG
678
San Francisco Sentry Investment Group
California
$43K – – –
HFM
679
Hartford Financial Management
Connecticut
$41K – – –
WT
680
Washington Trust
Rhode Island
$41K +$41K +700 New
HRC
681
Hoertkorn Richard Charles
$40K – – –
HWA
682
Heritage Wealth Advisors
Virginia
$39.5K – – –
ST
683
Smithfield Trust
Pennsylvania
$37K +$2.74K +47 +8%
CHAM
684
Clear Harbor Asset Management
Connecticut
$36.5K +$36.5K +619 New
BAM
685
Bellevue Asset Management
Washington
$36K – – –
SIAP
686
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$36K +$409 +7 +1%
CFFP
687
Center for Financial Planning
Michigan
$35K – – –
PCM
688
Penserra Capital Management
California
$35K +$4.11K +70 +13%
TPWA
689
TRUE Private Wealth Advisors
Oregon
$34K – – –
TSW
690
Thompson Siegel & Walmsley
Virginia
$33K – – –
PFGIA
691
Patriot Financial Group Insurance Agency
Massachusetts
$32K – – –
RIM
692
Rockbridge Investment Management
New York
$30K – – –
ONST
693
Old North State Trust
North Carolina
$30K +$30K +516 New
BWL
694
Bogart Wealth LLC
Virginia
$27K – – –
ADL
695
Asset Dedication LLC
California
$27K +$171 +3 +0.6%
CAGAS
696
Capital Advisory Group Advisory Services
Minnesota
$27K +$1.16K +20 +5%
HWA
697
HHM Wealth Advisors
Tennessee
$27K +$27K +464 New
HFA
698
HC Financial Advisors
California
$26K -$3.12K -52 -11%
WCG
699
Weaver Consulting Group
California
$26K – – –
DOA
700
D'Orazio & Associates
Virginia
$25K +$232 +4 +0.9%
26 27
28
29 30