Kimco Realty
375 hedge funds and large institutions have $7.4B invested in Kimco Realty in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 114 increasing their positions, 149 reducing their positions, and 29 closing their positions.
52% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 29
4% more funds holding
Funds holding: 360 → 375 (+15)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $7.65B → $7.4B (-$249M)
7% less call options, than puts
Call options by funds: $4.74M | Put options by funds: $5.12M
1.13% less ownership
Funds ownership: 92.71% → 91.58% (-1.1%)
23% less repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 149
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$41.3M |
| 2 |
O
OppenheimerFunds
New York
|
+$36.1M |
| 3 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$28.5M |
| 4 |
State Street
Boston,
Massachusetts
|
+$25.9M |
| 5 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$24.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$77.7M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$69.9M |
| 3 |
AAMU
APG Asset Management US
New York
|
-$66.3M |
| 4 |
Cohen & Steers
New York
|
-$49.3M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$38.5M |
KIM Hedge Fund Activity: Q4 2013 in Review
375 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q4 2013, worth a combined $7.4B — down 3.3% from $7.65B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new KIM positions and 29 closed out — a net gain of 15 holders — while 114 added to existing stakes and 149 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $41.3M. The largest seller was PGGM Investments, cutting an estimated $77.7M.
- 375 institutional investors held Kimco Realty (KIM) as of Q4 2013, up from 360 in Q3 2013.
- Funds reported $7.4B of Kimco Realty stock for Q4 2013, down 3.3% quarter-over-quarter.
- 44 funds opened new Kimco Realty positions in Q4 2013 and 29 closed out, a net change of +15 holders.
- The largest Kimco Realty buyer in Q4 2013 was JP Morgan Chase, an estimated $41.3M added.
- The largest Kimco Realty seller in Q4 2013 was PGGM Investments, an estimated $77.7M sold.
Based on aggregated 13F filings for Q4 2013.