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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
APWM
676
Atlas Private Wealth Management
New York
$50K +$532 +9 +1%
SIC
677
Salem Investment Counselors
North Carolina
$50K +$532 +9 +1%
CWM
678
Cedar Wealth Management
California
$49K
BCA
679
Berman Capital Advisors
Georgia
$47K +$13.9K +235 +40%
PCG
680
Private Capital Group
Connecticut
$46K
ZB
681
Zions Bancorporation
Utah
$46K +$1K +17 +2%
CAW
682
Cornerstone Advisors (Washington)
Washington
$45K +$3.19K +54 +8%
SFSIG
683
San Francisco Sentry Investment Group
California
$43K
HFM
684
Hartford Financial Management
Connecticut
$41K
WT
685
Washington Trust
Rhode Island
$41K +$41.4K +700 New
HRC
686
Hoertkorn Richard Charles
$40K
HWA
687
Heritage Wealth Advisors
Virginia
$39.5K
ST
688
Smithfield Trust
Pennsylvania
$37K +$2.78K +47 +8%
CHAM
689
Clear Harbor Asset Management
Connecticut
$36.5K +$36.6K +619 New
BAM
690
Bellevue Asset Management
Washington
$36K
SIAP
691
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$36K +$414 +7 +1%
CFFP
692
Center for Financial Planning
Michigan
$35K
PCM
693
Penserra Capital Management
California
$35K +$4.14K +70 +13%
TPWA
694
TRUE Private Wealth Advisors
Oregon
$34K
TSW
695
Thompson Siegel & Walmsley
Virginia
$33K
PFGIA
696
Patriot Financial Group Insurance Agency
Massachusetts
$32K
RIM
697
Rockbridge Investment Management
New York
$30K
ONST
698
Old North State Trust
North Carolina
$30K +$30.5K +516 New
BWL
699
Bogart Wealth LLC
Virginia
$27K
ADL
700
Asset Dedication LLC
California
$27K +$177 +3 +0.6%

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.