O icon

Realty Income
O

Overview Fund Activity

771 hedge funds and large institutions have $15.3B invested in Realty Income in 2020 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 276 increasing their positions, 283 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
+13
Holders Change %
+1.72%
% of All Funds
15.85%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
109
Increased
276
Reduced
283
Closed
90
Calls
$84M
Puts
$86.8M
Net Calls
-$2.8M
Net Calls Change
-$12.7M

Top Buyers

1
State Street
State Street
Massachusetts
+$246M
2
PI
PGGM Investments
Netherlands
+$205M
3
Charles Schwab
Charles Schwab
California
+$85.6M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$68.4M
5
Morgan Stanley
Morgan Stanley
New York
+$55.1M

Top Sellers

1
BlackRock
BlackRock
New York
-$163M
2
Cohen & Steers
Cohen & Steers
New York
-$144M
3
Invesco
Invesco
Georgia
-$79.7M
4
Deutsche Bank
Deutsche Bank
Germany
-$69.8M
5
ZP
Zimmer Partners
New York
-$62.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMA
751
Cedar Mountain Advisors
Oregon
$4K – – –
TFA
752
Transamerica Financial Advisors
Florida
$4K +$4K +54 New
PFP
753
Pinnacle Financial Partners
Tennessee
$3K -$67.3K -1,032 -96%
TL
754
TrueWealth LLC
Georgia
$3K – – –
BFC
755
Bedel Financial Consulting
Indiana
$3K – – –
PG
756
Proffitt & Goodson
Tennessee
$3K – – –
TJHA
757
Thomas J. Herzfeld Advisors
Florida
$3K +$3K +57 New
HI
758
Hudock Inc
Pennsylvania
$3K +$3K +57 New
RWA
759
Ropes Wealth Advisors
Massachusetts
$3K +$3K +58 New
MWA
760
Moser Wealth Advisors
Washington
$3K +$3K +59 New
EW
761
Evoke Wealth
California
$2K -$23.7K -486 -92%
LF
762
Lee Financial
Texas
$2K – – –
SC
763
Sawyer & Company
Massachusetts
$2K – – –
Kayne Anderson Rudnick Investment Management
764
Kayne Anderson Rudnick Investment Management
California
$1K -$5.52M -82,807 -100%
GFPC
765
Global Financial Private Capital
Florida
$1K -$1.78K -16 -64%
FEG
766
Financial Enhancement Group
Indiana
$1K +$1K +25 New
TI
767
tru Independence
Oregon
$72 -$2 -26 -2%
WIM
768
Westside Investment Management
California
$15 – – –
ZP
769
Zimmer Partners
New York
– -$62.3M -1,290,000 Closed
Balyasny Asset Management
770
Balyasny Asset Management
Illinois
– -$20.8M -430,800 Closed
RPI
771
Railway Pension Investments
United Kingdom
– -$7.03M -145,397 Closed
GC
772
Gillson Capital
Illinois
– -$4.19M -86,735 Closed
DFG
773
Demars Financial Group
Washington
– -$2.88M -59,661 Closed
CA
774
Commerzbank Aktiengesellschaft
Germany
– -$2.54M -52,581 Closed
MSWM
775
Mader & Shannon Wealth Management
Missouri
– -$2.49M -51,535 Closed
29 30
31
32 33