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Realty Income
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Overview Fund Activity

787 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, 290 increasing their positions, 283 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+16
Holders Change %
+2.08%
% of All Funds
15.92%
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
290
Reduced
283
Closed
64
Calls
$108M
Puts
$119M
Net Calls
-$10.8M
Net Calls Change
-$7.98M

Top Buyers

1
Invesco
Invesco
Georgia
+$227M
2
RC
Resolution Capital
Australia
+$218M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$43.7M
4
Deutsche Bank
Deutsche Bank
Germany
+$33M
5
Bank of America
Bank of America
North Carolina
+$32.3M

Top Sellers

1
State Street
State Street
Massachusetts
-$126M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$123M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
-$110M
4
PI
PGGM Investments
Netherlands
-$101M
5
American Century Companies
American Century Companies
Missouri
-$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
751
Savior LLC
Massachusetts
$8K – – –
BFC
752
Bedel Financial Consulting
Indiana
$8K +$4.74K +77 +145%
CA
753
Clearstead Advisors
Ohio
$7K -$26.2K -434 -79%
FBT
754
First Bank & Trust
South Dakota
$7K -$13.8K -226 -66%
FMP
755
Financial Management Professionals
Texas
$7K -$2.32K -41 -25%
CFN
756
Cordasco Financial Network
Florida
$6K -$72.2K -1,239 -92%
MHR
757
Matthew Hamilton Rosenberg
$6K – – –
ARMC
758
American Research & Management Company
Massachusetts
$6K – – –
LGWM
759
Litman Gregory Wealth Management
California
$6K +$6K +97 New
CCM
760
Chiron Capital Management
Florida
$6K +$6K +103 New
CTB
761
Country Trust Bank
Illinois
$5K -$1.65K -26 -25%
CAM
762
Costello Asset Management
Pennsylvania
$5K – – –
AIM
763
Anchor Investment Management
South Carolina
$4.68K +$4.68K +79 New
FMTCOCP
764
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K – – –
CWC
765
Carolinas Wealth Consulting
North Carolina
$4K +$3.74K +58 +1,450%
MWA
766
Moser Wealth Advisors
Washington
$3K – – –
TJHA
767
Thomas J. Herzfeld Advisors
Florida
$3K – – –
HI
768
Hudock Inc
Pennsylvania
$3K – – –
PFP
769
Pinnacle Financial Partners
Tennessee
$3K – – –
PG
770
Proffitt & Goodson
Tennessee
$3K – – –
PCIA
771
Prime Capital Investment Advisors
Kansas
$3K +$3K +46 New
SC
772
Sawyer & Company
Massachusetts
$2K – – –
EW
773
Evoke Wealth
California
$2K – – –
PCA
774
Providence Capital Advisors
North Carolina
$2K +$2K +36 New
IBOK
775
Independence Bank of Kentucky
Kentucky
$2K +$2K +36 New
29 30
31
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