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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
NL
801
NWAM LLC
Washington
-$572K -9,926 Closed
FC
802
FORA Capital
Florida
-$560K -9,720 Closed
TCM
803
Teza Capital Management
Illinois
-$555K -9,634 Closed
ARTA
804
A.R.T. Advisors
New York
-$537K -9,315 Closed
MERSOM
805
Municipal Employees' Retirement System of Michigan
Michigan
-$462K -8,019 Closed
BOH
806
Bank of Hawaii
Hawaii
-$435K -7,540 Closed
EOJOAM
807
E. Ohman J:or Asset Management
Sweden
-$428K -7,430 Closed
NWP
808
Northstar Wealth Partners
Connecticut
-$369K -6,415 Closed
UR
809
USCA RIA
Texas
-$315K -5,470 Closed
SBA
810
Secrest Blakey & Associates
North Carolina
-$306K -5,304 Closed
CFA
811
CWS Financial Advisors
Michigan
-$304K -5,276 Closed
WCM
812
Weld Capital Management
New York
-$304K -5,269 Closed
DAS
813
Dynamic Advisor Solutions
Arizona
-$298K -5,163 Closed
PI
814
Putnam Investments
Massachusetts
-$268K -4,636 Closed
AC
815
Athanor Capital
New York
-$267K -4,624 Closed
RIA
816
Regal Investment Advisors
Michigan
-$253K -4,396 Closed
IF
817
Intrua Financial
Texas
-$255K -4,284 Closed
CCM
818
Cadence Capital Management
Massachusetts
-$239K -4,143 Closed
SW
819
StrongBox Wealth
Missouri
-$232K -4,029 Closed
EWM
820
Empirical Wealth Management
Washington
-$217K -3,760 Closed
HS
821
Haafor (Singapore)
Singapore
-$217K -3,756 Closed
JFA
822
Johanson Financial Advisors
California
-$213K -3,691 Closed
PWP
823
Principle Wealth Partners
Connecticut
-$193K -3,354 Closed
PCM
824
Prelude Capital Management
New York
-$171K -2,965 Closed
RIM
825
Rampart Investment Management
Connecticut
-$150K -2,609 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.