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Realty Income
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Overview Fund Activity

771 hedge funds and large institutions have $15.3B invested in Realty Income in 2020 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 276 increasing their positions, 283 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
+13
Holders Change %
+1.72%
% of All Funds
15.85%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
109
Increased
276
Reduced
283
Closed
90
Calls
$84M
Puts
$86.8M
Net Calls
-$2.8M
Net Calls Change
-$12.7M

Top Buyers

1
State Street
State Street
Massachusetts
+$246M
2
PI
PGGM Investments
Netherlands
+$205M
3
Charles Schwab
Charles Schwab
California
+$85.6M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$68.4M
5
Morgan Stanley
Morgan Stanley
New York
+$55.1M

Top Sellers

1
BlackRock
BlackRock
New York
-$163M
2
Cohen & Steers
Cohen & Steers
New York
-$144M
3
Invesco
Invesco
Georgia
-$79.7M
4
Deutsche Bank
Deutsche Bank
Germany
-$69.8M
5
ZP
Zimmer Partners
New York
-$62.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
201
Riverstone Advisors
Texas
$3.09M +$1.51M +26,184 +96%
PGFC
202
Peapack-Gladstone Financial Corp
New Jersey
$3.05M -$352K -6,109 -10%
BA
203
Baugh & Associates
Georgia
$3.05M – – –
SLA
204
Silver Lake Advisory
Utah
$3.04M +$44.3K +768 +1%
LDFR
205
Lehman & Derafelo Financial Resources
Pennsylvania
$2.97M -$71.9K -1,247 -2%
IF
206
Insight Folios
North Carolina
$2.96M +$2.96M +51,313 New
Robeco Institutional Asset Management
207
Robeco Institutional Asset Management
Netherlands
$2.94M -$2.81M -48,737 -49%
UCFA
208
United Capital Financial Advisors
Texas
$2.92M -$124K -2,151 -4%
MSA
209
Mason Street Advisors
Wisconsin
$2.92M +$8.53K +148 +0.3%
FRAF
210
Första AP-fonden
Sweden
$2.92M +$405K +7,018 +16%
HighTower Advisors
211
HighTower Advisors
Illinois
$2.89M -$252K -4,367 -8%
BFEC
212
Benjamin F. Edwards & Company
Missouri
$2.88M -$52.1K -904 -2%
Mackenzie Financial
213
Mackenzie Financial
Ontario, Canada
$2.85M -$66.5K -1,153 -2%
JPMPWA
214
J.P. Morgan Private Wealth Advisors
California
$2.84M -$470K -8,156 -14%
CC
215
Cipher Capital
New York
$2.82M +$720K +12,479 +34%
MIM
216
Marco Investment Management
Georgia
$2.8M -$35.2K -610 -1%
CWM
217
Concentric Wealth Management
California
$2.78M +$114K +1,984 +4%
Jane Street
218
Jane Street
New York
$2.78M -$1.84M -31,944 -40%
WG
219
Winton Group
United Kingdom
$2.76M -$351K -6,097 -11%
MOACM
220
Mutual of America Capital Management
New York
$2.75M -$34.7K -601 -1%
WBC
221
Westpac Banking Corp
Australia
$2.72M +$853K +14,799 +46%
SWMG
222
Signature Wealth Management Group
Georgia
$2.66M +$74.6K +1,294 +3%
Public Employees Retirement Association of Colorado
223
Public Employees Retirement Association of Colorado
Colorado
$2.61M – – –
AWM
224
AE Wealth Management
Kansas
$2.61M +$578K +10,018 +28%
MNG
225
Manning & Napier Group
New York
$2.61M +$120K +2,074 +5%
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