KIMCO REALTY CORPORATION Class I Depositary Shares
KIM.PRI.CL
KIM.PRI.CL was delisted on the 13th of September, 2019.
10 hedge funds and large institutions have $5.79M invested in KIMCO REALTY CORPORATION Class I Depositary Shares in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
11% more funds holding
Funds holding: 9 → 10 (+1)
11% less capital invested
Capital invested by funds: $6.5M → $5.79M (-$717K)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$735K |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$34K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWP
Baldwin Wealth Partners
Marion,
Massachusetts
|
-$430K |
| 2 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
-$214K |
| 3 |
RIG
Roosevelt Investment Group
New York
|
-$69.5K |
| 4 |
WAM
Weatherly Asset Management
Del Mar,
California
|
-$16.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIG
1
Roosevelt Investment Group
New York
| $2.2M | -$69.5K | -3,025 | -3% |
|
|
SOAMC
2
Spirit of America Management Corp
Syosset,
New York
| $878K | – | – | – |
|
|
WAM
3
Weatherly Asset Management
Del Mar,
California
| $722K | -$16.1K | -700 | -2% |
|
|
SCM
4
Sterling Capital Management
Charlotte,
North Carolina
| $702K | +$735K | +32,000 | New |
|
|
BWP
5
Baldwin Wealth Partners
Marion,
Massachusetts
| $468K | -$430K | -18,700 | -47% |
|
|
ECM
6
EII Capital Management
New York
| $406K | – | – | – |
|
|
PPA
7
Parametric Portfolio Associates
Seattle,
Washington
| $353K | +$34K | +1,482 | +10% |
|
|
ECM
8
Estabrook Capital Management
New York
| $43.9K | – | – | – |
|
|
GT
9
Glenmede Trust
Philadelphia,
Pennsylvania
| $13K | – | – | – |
|
|
FWCM
10
Ferguson Wellman Capital Management
Portland,
Oregon
| – | -$214K | -8,600 | Closed |
|
11
Victory Capital Management
San Antonio,
Texas
| – | +$689 | +30 | New |
|
KIM.PRI.CL Hedge Fund Activity: Q3 2013 in Review
10 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in KIMCO REALTY CORPORATION Class I Depositary Shares (KIM.PRI.CL) for Q3 2013, worth a combined $5.79M — down 11% from $6.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new KIM.PRI.CL positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Sterling Capital Management, opening a new position worth an estimated $735K. The largest seller was Baldwin Wealth Partners, cutting an estimated $430K.
- 10 institutional investors held KIMCO REALTY CORPORATION Class I Depositary Shares (KIM.PRI.CL) as of Q3 2013, up from 9 in Q2 2013.
- Funds reported $5.79M of KIMCO REALTY CORPORATION Class I Depositary Shares stock for Q3 2013, down 11% quarter-over-quarter.
- 2 funds opened new KIMCO REALTY CORPORATION Class I Depositary Shares positions in Q3 2013 and 1 closed out, a net change of +1 holder.
- The largest KIMCO REALTY CORPORATION Class I Depositary Shares buyer in Q3 2013 was Sterling Capital Management, an estimated $735K added.
- The largest KIMCO REALTY CORPORATION Class I Depositary Shares seller in Q3 2013 was Baldwin Wealth Partners, an estimated $430K sold.
Based on aggregated 13F filings for Q3 2013.