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Realty Income

779 hedge funds and large institutions have $15.8B invested in Realty Income in 2019 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 324 increasing their positions, 244 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+6
Holders Change %
+0.78%
% of All Funds
16.95%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.15%
New
78
Increased
324
Reduced
244
Closed
61
Calls
$79.6M
Puts
$62.8M
Net Calls
+$16.8M
Net Calls Change
-$14.7M
Name Holding Trade Value Shares
Change
Shares
Change %
FGAM
751
Financial Gravity Asset Management
Texas
$11K -$8.02K -121 -42%
BL
752
Balentine LLC
Georgia
$11K +$4.49K +67 +69%
SWA
753
Sutton Wealth Advisors
Florida
$9.52K
FHA
754
First Horizon Advisors
Tennessee
$9K
MWM
755
Mascoma Wealth Management
New Hampshire
$9K
CTB
756
Country Trust Bank
Illinois
$8K
BWM
757
Baystate Wealth Management
Massachusetts
$7K
CI
758
CX Institutional
Indiana
$7K +$2.38K +36 +51%
TFA
759
Transamerica Financial Advisors
Florida
$7K +$7K +90 New
POIA
760
Pin Oak Investment Advisors
Texas
$7K +$7K +99 New
SL
761
Salomon & Ludwin
Virginia
$7K +$7K +103 New
ACA
762
Atlas Capital Advisors
Wyoming
$6.69K +$6.69K +100 New
FMP
763
Financial Management Professionals
Texas
$6K -$6K
SQA
764
Simon Quick Advisors
New Jersey
$5.17K +$5.17K +77 New
SCA
765
Stonebridge Capital Advisors
Minnesota
$5K +$5K +68 New
HDIM
766
Hanson & Doremus Investment Management
Vermont
$5K +$5K +77 New
GTAM
767
Global Trust Asset Management
Florida
$5K +$5K +5,424 New
TL
768
TrueWealth LLC
Georgia
$4K
PG
769
Proffitt & Goodson
Tennessee
$4K
Lazard Asset Management
770
Lazard Asset Management
New York
$4K
GWS
771
Glassman Wealth Services
Virginia
$3K
SC
772
Sawyer & Company
Massachusetts
$3K
EWA
773
Evolution Wealth Advisors
Florida
$3K +$3K +50 New
CQS
774
Credential Qtrade Securities
$2.97K +$2.97K +44 New
Fidelity International
775
Fidelity International
Bermuda
$2K