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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
PCIA
776
Prime Capital Investment Advisors
Kansas
$3K +$2.72K +46 New
EW
777
Evoke Wealth
California
$2K
SC
778
Sawyer & Company
Massachusetts
$2K
IBOK
779
Independence Bank of Kentucky
Kentucky
$2K +$2.13K +36 New
PCA
780
Providence Capital Advisors
North Carolina
$2K +$2.13K +36 New
ACM
781
AUA Capital Management
Pennsylvania
$2K +$2.37K +40 New
PFWA
782
Paces Ferry Wealth Advisors
Georgia
$2K +$2.42K +41 New
F
783
F3Logic
Minnesota
$1.94K +$49.3K +833 +3%
FEG
784
Financial Enhancement Group
Indiana
$1K
TFM
785
TFC Financial Management
Massachusetts
$1K +$769 +13 New
Koshinski Asset Management
786
Koshinski Asset Management
Illinois
$378
WIM
787
Westside Investment Management
California
$15
Tudor Investment Corp
788
Tudor Investment Corp
Connecticut
-$15.3M -264,656 Closed
LCM
789
Landscape Capital Management
New Jersey
-$7.81M -135,534 Closed
BC
790
Brookfield Corp
Ontario, Canada
-$5.43M -94,222 Closed
RA
791
RMR Advisors
Massachusetts
-$4.31M -74,717 Closed
WC
792
Wexford Capital
Florida
-$1.61M -27,924 Closed
Voloridge Investment Management
793
Voloridge Investment Management
Florida
-$1.38M -23,888 Closed
WMSA
794
Weiss Multi-Strategy Advisers
New York
-$1.34M -23,258 Closed
SIM
795
Sentry Investment Management
Wisconsin
-$1.21M -20,933 Closed
SP
796
SWS Partners
Ohio
-$1.11M -19,099 Closed
ZCM
797
Ziegler Capital Management
Illinois
-$982K -17,024 Closed
VIA
798
Vident Investment Advisory
Georgia
-$960K -16,655 Closed
NIT
799
NumerixS Investment Technologies
British Columbia, Canada
-$928K -16,095 Closed
VI
800
Versor Investments
New York
-$607K -10,526 Closed

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.