We are live on ! Find out more
O icon

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
CAGAS
701
Capital Advisory Group Advisory Services
Minnesota
$27K +$1.18K +20 +5%
HWA
702
HHM Wealth Advisors
Tennessee
$27K +$27.4K +464 New
HFA
703
HC Financial Advisors
California
$26K -$3.08K -52 -11%
WCG
704
Weaver Consulting Group
California
$26K
DOA
705
D'Orazio & Associates
Virginia
$25K +$237 +4 +0.9%
LWANC
706
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K
LWA
707
Lowe Wealth Advisors
Maryland
$24K
PMFA
708
Plante Moran Financial Advisors
Michigan
$24K +$296 +5 +1%
KFS
709
Kelly Financial Services
Massachusetts
$23.3K
VNA
710
Valley National Advisers
Pennsylvania
$23K
IRC
711
Investors Research Corp
Georgia
$22K
CSPIA
712
Cary Street Partners Investment Advisory
Virginia
$22K +$21.9K +370 New
KTC
713
Kistler-Tiffany Companies
Pennsylvania
$21K -$24.2K -410 -54%
OSAM
714
O'Shaughnessy Asset Management
Connecticut
$21K +$8.1K +137 +60%
MSFP
715
Mark Sheptoff Financial Planning
Connecticut
$20K
NFG
716
Next Financial Group
Texas
$19K +$19.1K +323 New
FCH
717
Freestone Capital Holdings
Washington
$18.2K +$18.3K +310 New
JCM
718
Jacobi Capital Management
Pennsylvania
$18K -$51.2K -866 -74%
SCM
719
Silvant Capital Management
Georgia
$18K
PFO
720
Pathstone Family Office
New Jersey
$18K +$18.3K +309 +5,150%
SFG
721
Sowa Financial Group
Rhode Island
$17K -$10.5K -178 -39%
RCA
722
Ranch Capital Advisors
Florida
$17K -$9.16K -155 -34%
CB
723
Community Bank
New York
$17K
FMB
724
Field & Main Bank
Kentucky
$17K
FCM
725
Firestone Capital Management
Florida
$17K

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.