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Realty Income

414 hedge funds and large institutions have $4.97B invested in Realty Income in 2013 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 176 increasing their positions, 128 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

38% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 128

12% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $20.2M

6% more funds holding

Funds holding: 389414 (+25)

4.12% more ownership

Funds ownership: 65.58%69.69% (+4.1%)

0% more capital invested

Capital invested by funds: $4.96B → $4.97B (+$2.95M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
414
Holders Change
+25
Holders Change %
+6.43%
% of All Funds
12.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
60
Increased
176
Reduced
128
Closed
32
Calls
$22.6M
Puts
$20.2M
Net Calls
+$2.45M
Net Calls Change
+$518K
Name Holding Trade Value Shares
Change
Change in
Stake
CCMH
101
Cornerstone Capital Management Holdings
New York
$5.13M -$227K -5,905 -4%
FM
102
Foster & Motley
Ohio
$5.02M -$1.78M -46,223 -25%
GHF
103
Good Harbor Financial
Illinois
$5.02M +$3.42M +89,019 +179%
LTFS
104
Ladenburg Thalmann Financial Services
Florida
$4.99M -$418K -10,873 -7%
Canada Life
105
Canada Life
Manitoba, Canada
$4.97M -$661K -17,193 -11%
MOACM
106
Mutual of America Capital Management
New York
$4.94M +$555K +14,456 +12%
VRS
107
Virginia Retirement Systems
Virginia
$4.93M +$23.5K +612 +0.5%
FMII
108
Farmers & Merchants Investments Inc
Nebraska
$4.91M +$2.95M +76,869 +131%
ECM
109
EII Capital Management
New York
$4.89M -$690K -17,957 -12%
Prudential Financial
110
Prudential Financial
New Jersey
$4.8M -$567K -14,757 -10%
APG Asset Management
111
APG Asset Management
Netherlands
$4.68M -$111K -2,881 -2%
CBOA
112
Commonwealth Bank of Australia
Australia
$4.38M +$1.09M +28,442 +31%
TCOV
113
Trust Company of Vermont
Vermont
$4.36M +$371K +9,657 +9%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$4.34M -$537K -13,968 -10%
SOADOR
115
State of Alaska Department of Revenue
Alaska
$4.24M +$67.4K +1,754 +2%
KIA
116
KCM Investment Advisors
California
$4.17M +$897K +23,354 +25%
ACI
117
AMP Capital Investors
Australia
$3.89M +$339K +8,813 +9%
EIA
118
Edgemoor Investment Advisors
Maryland
$3.75M +$3.99M +103,782 New
ClearBridge Investments
119
ClearBridge Investments
New York
$3.66M +$3.89M +101,179 New
AA
120
Apriem Advisors
California
$3.65M +$361K +9,393 +10%
ADMI
121
Albert D. Mason Inc
Massachusetts
$3.63M
SOMRS
122
State of Michigan Retirement System
Michigan
$3.6M +$202K +5,263 +6%
MPM
123
Meritage Portfolio Management
Kansas
$3.55M +$35.5K +924 +1%
Korea Investment Corp
124
Korea Investment Corp
South Korea
$3.55M -$178K -4,644 -5%
AHS
125
Aspiriant Holdings S3
California
$3.48M +$38.7K +1,008 +1%