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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
BSG
826
Black Swift Group
Colorado
-$125K -2,167 Closed
CCA
827
Column Capital Advisors
Indiana
-$119K -2,064 Closed
PIMG
828
Patriot Investment Management Group
Tennessee
-$91.8K -1,591 Closed
LFASL
829
Lugano Financial Advisors SA (LFA)
Switzerland
-$86K -1,445 Closed
WAM
830
Wolverine Asset Management
Illinois
-$77K -1,336 Closed
TI
831
tru Independence
Oregon
-$72 -1,237 Closed
RDWM
832
Red Door Wealth Management
Tennessee
-$68K -1,181 Closed
CWM
833
Campbell Wealth Management
Virginia
-$52K -903 Closed
SF
834
Synovus Financial
Georgia
-$51K -889 Closed
OC
835
Oakworth Capital
Alabama
-$48K -826 Closed
FANJ
836
Financial Architects (New Jersey)
New Jersey
-$42K -725 Closed
EWM
837
Edge Wealth Management
New York
-$30K -516 Closed
HFA
838
Hoover Financial Advisors
Pennsylvania
-$29K -509 Closed
ClearBridge Investments
839
ClearBridge Investments
New York
-$24K -413 Closed
EWP
840
Engrave Wealth Partners
Texas
-$17K -297 Closed
BL
841
Balentine LLC
Georgia
-$16K -280 Closed
BFIM
842
Beese Fulmer Investment Management
Ohio
-$12K -206 Closed
VCM
843
Vigilant Capital Management
Maine
-$11K -194 Closed
NG
844
NWK Group
California
-$11K -187 Closed
WR
845
Watson Rebecca
-$8K -132 Closed
SCA
846
Stonebridge Capital Advisors
Minnesota
-$7K -120 Closed
CMA
847
Cedar Mountain Advisors
Oregon
-$4K -68 Closed
TFA
848
Transamerica Financial Advisors
Florida
-$4K -54 Closed
RWA
849
Ropes Wealth Advisors
Massachusetts
-$3.02K -51 -88%
LF
850
Lee Financial
Texas
-$2K -34 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.