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Realty Income
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Overview Fund Activity

773 hedge funds and large institutions have $16.4B invested in Realty Income in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 294 increasing their positions, 263 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+30
Holders Change %
+4.04%
% of All Funds
16.76%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
103
Increased
294
Reduced
263
Closed
65
Calls
$82M
Puts
$50.5M
Net Calls
+$31.5M
Net Calls Change
+$48.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$133M
2
State Street
State Street
Massachusetts
+$108M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$104M
4
CIM
Centersquare Investment Management
Pennsylvania
+$70.2M
5
BCM
Bridgeway Capital Management
Texas
+$49.5M

Top Sellers

1
BlackRock
BlackRock
New York
-$170M
2
ZP
Zimmer Partners
New York
-$158M
3
PI
PGGM Investments
Netherlands
-$134M
4
Deutsche Bank
Deutsche Bank
Germany
-$132M
5
MIS
Morningstar Investment Services
Illinois
-$54.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RE
726
RBC Europe
United Kingdom
$20.9K – – –
AIM
727
Advantage Investment Management
Iowa
$20K -$22.3K -306 -53%
Loomis, Sayles & Company
728
Loomis, Sayles & Company
Massachusetts
$20K – – –
PMFA
729
Plante Moran Financial Advisors
Michigan
$20K +$3.6K +51 +22%
FMB
730
Field & Main Bank
Kentucky
$20K +$20K +284 New
FGAM
731
Financial Gravity Asset Management
Texas
$20K +$20K +287 New
SF
732
Synovus Financial
Georgia
$19K +$1.88K +27 +11%
SNT
733
Security National Trust
West Virginia
$18K – – –
BCA
734
Berman Capital Advisors
Georgia
$18K +$4.66K +66 +35%
PCTC
735
Perkins Coie Trust Company
Washington
$17K – – –
LWM
736
Liberty Wealth Management
California
$16K +$142 +2 +0.9%
SFG
737
SevenBridge Financial Group
Pennsylvania
$14K – – –
EIM
738
Essex Investment Management
Massachusetts
$14K – – –
CIA
739
CSat Investment Advisory
Michigan
$14K +$139 +2 +1%
SIC
740
Salem Investment Counselors
North Carolina
$14K +$14K +250 New
TWA
741
TCI Wealth Advisors
Arizona
$13K – – –
GAM
742
Gemmer Asset Management
California
$13K – – –
PCFFS
743
Pacific Center for Financial Services
California
$13K – – –
ADL
744
Asset Dedication LLC
California
$13K +$73 +1 +0.6%
ST
745
Smithfield Trust
Pennsylvania
$13K +$7.97K +114 +158%
ED
746
Exane Derivatives
France
$11.7K -$222K -3,113 -95%
SWA
747
Sutton Wealth Advisors
Florida
$10.2K +$429 +6 +4%
WEC
748
Winslow Evans & Crocker
Massachusetts
$10K +$10K +136 New
FHA
749
First Horizon Advisors
Tennessee
$9K – – –
FCA
750
FinTrust Capital Advisors
South Carolina
$9K -$8K – –
28 29
30
31 32