We are live on ! Find out more
O icon

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
Jane Street
201
Jane Street
New York
$3.44M +$606K +10,254 +21%
TCM
202
Telos Capital Management
California
$3.4M +$81.1K +1,372 +2%
MNG
203
Manning & Napier Group
New York
$3.4M +$738K +12,489 +28%
ECM
204
EII Capital Management
New York
$3.4M -$14.7K -249 -0.4%
UCFA
205
United Capital Financial Advisors
Texas
$3.38M +$392K +6,632 +13%
RA
206
Riverstone Advisors
Texas
$3.3M +$152K +2,571 +5%
IF
207
Insight Folios
North Carolina
$3.28M +$262K +4,433 +9%
PGFC
208
Peapack-Gladstone Financial Corp
New Jersey
$3.16M +$47.9K +810 +2%
SLA
209
Silver Lake Advisory
Utah
$3.15M +$44.3K +750 +1%
ECM
210
ExodusPoint Capital Management
New York
$3.15M +$3.16M +53,470 New
BA
211
Baugh & Associates
Georgia
$3.11M
FPGK
212
Financial Partners Group (Kansas)
Kansas
$3.11M -$145K -2,449 -4%
Mackenzie Financial
213
Mackenzie Financial
Ontario, Canada
$3.1M +$183K +3,099 +6%
VanEck Associates
214
VanEck Associates
New York
$3.09M -$1.66M -28,025 -35%
BFEC
215
Benjamin F. Edwards & Company
Missouri
$3.06M +$119K +2,015 +4%
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$3.05M -$2.49M -42,189 -45%
GLA
217
Great Lakes Advisors
Illinois
$2.97M -$1.09M -18,490 -27%
MSA
218
Mason Street Advisors
Wisconsin
$2.94M -$34.5K -584 -1%
JMPWA
219
JP Morgan Private Wealth Advisors
California
$2.93M +$38.3K +647 +1%
CWM
220
Concentric Wealth Management
California
$2.86M +$20.9K +353 +0.7%
WBC
221
Westpac Banking Corp
Australia
$2.85M +$73.9K +1,249 +3%
SWMG
222
Signature Wealth Management Group
Georgia
$2.82M +$104K +1,762 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
223
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.77M +$1.86M +31,373 +200%
MIM
224
Marco Investment Management
Georgia
$2.76M -$100K -1,696 -3%
AWM
225
Atticus Wealth Management
Florida
$2.74M +$91.8K +1,552 +3%

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.