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Kimco Realty
KIM

373 hedge funds and large institutions have $8.41B invested in Kimco Realty in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 123 increasing their positions, 144 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

95% more call options, than puts

Call options by funds: $4.81M | Put options by funds: $2.46M

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0.12% more ownership

Funds ownership: 93.4% → 93.52% (+0.12%)

1% less funds holding

Funds holding: 375 → 373 (-2)

4% less capital invested

Capital invested by funds: $8.81B → $8.41B (-$395M)

15% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 144

Holders
373
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
10.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
29
Increased
123
Reduced
144
Closed
28
Calls
$4.81M
Puts
$2.46M
Net Calls
+$2.35M
Net Calls Change
+$2.67M

Top Buyers

1
PI
PGGM Investments
Netherlands
+$138M
2
Invesco
Invesco
Georgia
+$38.7M
3
TG
TCW Group
California
+$34M
4
N
Nuveen
North Carolina
+$20.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$19.5M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$52M
2
Two Sigma Investments
Two Sigma Investments
New York
-$28.8M
3
American Century Companies
American Century Companies
Missouri
-$27.3M
4
Barclays
Barclays
United Kingdom
-$25.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$24.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSERS
226
Louisiana State Employees Retirement System
Louisiana
$692K -$13.8K -600 -2%
JG
227
Jefferies Group
New York
$669K -$180K -7,862 -20%
PI
228
Placemark Investments
Illinois
$660K -$7.29K -318 -1%
Rafferty Asset Management
229
Rafferty Asset Management
New York
$651K +$221K +9,650 +48%
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$646K – – –
ARC
231
Absolute Return Capital
Massachusetts
$642K -$4.31M -188,283 -87%
PL
232
Perpetual Ltd
Australia
$642K +$27.6K +1,206 +4%
SAM
233
Silvercrest Asset Management
New York
$631K – – –
IAS
234
IMA Advisory Services
Colorado
$625K – – –
GF
235
Gerstein Fisher
New York
$622K +$650K +28,369 New
B
236
Bailard
California
$596K +$302K +13,200 +94%
MAM
237
Meeder Asset Management
Ohio
$595K -$4.42K -193 -0.7%
TAM
238
Third Avenue Management
New York
$571K – – –
KFC
239
Klingenstein Fields & Co
New York
$565K -$18.3K -800 -3%
V
240
Veritable
Delaware
$560K -$80.8K -3,524 -12%
KBC Group
241
KBC Group
Belgium
$553K -$3.24M -141,322 -85%
Envestnet Asset Management
242
Envestnet Asset Management
Illinois
$553K +$138K +6,012 +31%
MYAM
243
Meiji Yasuda Asset Management
Japan
$551K -$50.4K -2,200 -8%
WHG
244
Westwood Holdings Group
Texas
$549K -$293K -12,800 -34%
NSEDCP
245
NJ State Employees Deferred Compensation Plan
New Jersey
$548K – – –
VKH
246
Virtu KCG Holdings
New York
$545K -$1.41M -61,354 -71%
ST
247
Semper Trust
Pennsylvania
$536K -$188K -8,200 -25%
CAM
248
Capstone Asset Management
Texas
$524K +$6.88K +300 +1%
TH
249
Timber Hill
Connecticut
$517K +$540K +23,585 New
KCMRT
250
Kemper Corp Master Retirement Trust
Illinois
$500K +$65.3K +2,850 +14%
8 9
10
11 12

KIM Hedge Fund Activity: Q3 2014 in Review

373 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q3 2014, worth a combined $8.41B — down 4.5% from $8.81B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new KIM positions and 28 closed out — a net gain of 1 holder — while 123 added to existing stakes and 144 trimmed.

The largest buyer was PGGM Investments, adding an estimated $138M. The largest seller was Norges Bank, cutting an estimated $52M.

  • 373 institutional investors held Kimco Realty (KIM) as of Q3 2014, down from 375 in Q2 2014.
  • Funds reported $8.41B of Kimco Realty stock for Q3 2014, down 4.5% quarter-over-quarter.
  • 29 funds opened new Kimco Realty positions in Q3 2014 and 28 closed out, a net change of +1 holder.
  • The largest Kimco Realty buyer in Q3 2014 was PGGM Investments, an estimated $138M added.
  • The largest Kimco Realty seller in Q3 2014 was Norges Bank, an estimated $52M sold.

Based on aggregated 13F filings for Q3 2014.