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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
FHC
751
First Horizon Corporation
Tennessee
$9K +$9.46K +160 New
SWA
752
Sutton Wealth Advisors
Florida
$8.38K -$414 -7 -5%
FHA
753
First Horizon Advisors
Tennessee
$8K
HB
754
Horizon Bancorp
Indiana
$8K
SL
755
Savior LLC
Massachusetts
$8K
TAIM
756
TD Ameritrade Investment Management
Nebraska
$8K
BFC
757
Bedel Financial Consulting
Indiana
$8K +$4.55K +77 +145%
CA
758
Clearstead Advisors
Ohio
$7K -$25.7K -434 -79%
FBT
759
First Bank & Trust
South Dakota
$7K -$13.4K -226 -66%
FMP
760
Financial Management Professionals
Texas
$7K -$2.42K -41 -25%
CFN
761
Cordasco Financial Network
Florida
$6K -$73.3K -1,239 -92%
ARMC
762
American Research & Management Company
Massachusetts
$6K
MHR
763
Matthew Hamilton Rosenberg
$6K
LGWM
764
Litman Gregory Wealth Management
California
$6K +$5.74K +97 New
CCM
765
Chiron Capital Management
Florida
$6K +$6.09K +103 New
CTB
766
Country Trust Bank
Illinois
$5K -$1.54K -26 -25%
CAM
767
Costello Asset Management
Pennsylvania
$5K
AIM
768
Anchor Investment Management
South Carolina
$4.68K +$4.67K +79 New
FMTCOCP
769
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K
CWC
770
Carolinas Wealth Consulting
North Carolina
$4K +$3.43K +58 +1,450%
HI
771
Hudock Inc
Pennsylvania
$3K
MWA
772
Moser Wealth Advisors
Washington
$3K
PFPT
773
Pinnacle Financial Partners (Tennessee)
Tennessee
$3K
PG
774
Proffitt & Goodson
Tennessee
$3K
TJHA
775
Thomas J. Herzfeld Advisors
Florida
$3K

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.