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Realty Income

1,144 hedge funds and large institutions have $35.6B invested in Realty Income in 2023 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 465 increasing their positions, 379 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,144
Holders Change
+91
Holders Change %
+8.64%
% of All Funds
16.77%
Holding in Top 10
21
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+90.91%
% of All Funds
0.31%
New
202
Increased
465
Reduced
379
Closed
97
Calls
$332M
Puts
$206M
Net Calls
+$126M
Net Calls Change
+$144M
Name Holding Trade Value Shares
Change
Shares
Change %
Twin Tree Management
126
Twin Tree Management
Texas
$20.1M +$20.1M +350,859 New
CWM
127
CIBC World Markets
New York
$19.1M +$16.9M +293,892 +751%
Treasurer of the State of North Carolina
128
Treasurer of the State of North Carolina
North Carolina
$19M +$966K +16,831 +5%
TD Asset Management
129
TD Asset Management
Ontario, Canada
$18.8M +$1.13M +19,738 +6%
WPC
130
Waters Parkerson & Co
Louisiana
$18M -$259K -4,510 -1%
FVWA
131
Foster Victor Wealth Advisors
South Carolina
$17.1M +$1.14M +19,194 +7%
Toronto Dominion Bank
132
Toronto Dominion Bank
Ontario, Canada
$17M -$2.47M -42,952 -13%
Royal London Asset Management
133
Royal London Asset Management
United Kingdom
$16.8M +$960K +16,721 +6%
COPPSERS
134
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$16.7M +$8.48M +147,753 +104%
BNP Paribas Asset Management
135
BNP Paribas Asset Management
France
$16.6M -$1.63M -28,312 -9%
GC
136
Guggenheim Capital
Illinois
$16.5M +$521K +9,074 +3%
VanEck Associates
137
VanEck Associates
New York
$16.2M +$2.71M +47,252 +20%
MCM
138
MAI Capital Management
Ohio
$15.2M -$952K -16,573 -6%
BCM
139
Brookstone Capital Management
Illinois
$14.1M -$685K -11,938 -5%
VOYA Investment Management
140
VOYA Investment Management
Georgia
$13.6M -$85.7K -1,492 -0.6%
YCM
141
Yousif Capital Management
Michigan
$13.6M -$386K -6,715 -3%
BCM
142
Becker Capital Management
Oregon
$13.4M +$128K +2,217 +1%
Marshall Wace
143
Marshall Wace
United Kingdom
$13.3M -$3.38M -58,782 -20%
DADC
144
D.A. Davidson & Co
Montana
$13.1M +$893K +15,546 +7%
LGF
145
LGT Group Foundation
Liechtenstein
$13.1M +$4.48M +76,478 +52%
CA
146
Cetera Advisors
Colorado
$12.8M -$294K -5,123 -2%
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
$12.7M +$992K +16,943 +8%
KIA
148
KCM Investment Advisors
California
$12.5M -$43.1K -750 -0.3%
UIC
149
Uniplan Investment Counsel
Wisconsin
$12.2M -$1.47M -25,065 -11%
UM
150
UniSuper Management
Australia
$12.2M +$938K +16,333 +8%