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Kimco Realty
KIM

398 hedge funds and large institutions have $9.94B invested in Kimco Realty in 2015 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 134 increasing their positions, 136 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

7% more capital invested

Capital invested by funds: $9.25B → $9.94B (+$684M)

6% more funds holding

Funds holding: 374 → 398 (+24)

0.71% less ownership

Funds ownership: 91.9% → 91.2% (-0.71%)

1% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 136

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

99% less call options, than puts

Call options by funds: $24K | Put options by funds: $2.17M

Holders
398
Holders Change
+24
Holders Change %
+6.42%
% of All Funds
10.44%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
56
Increased
134
Reduced
136
Closed
30
Calls
$24K
Puts
$2.17M
Net Calls
-$2.15M
Net Calls Change
-$2.02M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$134M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$50.7M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$47.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.9M
5
BFA
BlackRock Fund Advisors
California
+$21.2M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$183M
2
WG
Winton Group
United Kingdom
-$51.6M
3
VCM
V3 Capital Management
Texas
-$44.6M
4
SAMC
Shinko Asset Management Company
Japan
-$42.3M
5
Invesco
Invesco
Georgia
-$33.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rafferty Asset Management
226
Rafferty Asset Management
New York
$974K -$73.3K -2,815 -7%
DILH
227
Dai-ichi Life Holdings
Japan
$896K -$87.8K -3,372 -9%
PA
228
Profund Advisors
Maryland
$857K +$136K +5,240 +19%
KRS
229
Kentucky Retirement Systems
Kentucky
$831K +$79.3K +3,045 +11%
Jane Street
230
Jane Street
New York
$827K +$559K +21,462 +219%
CRM
231
Cramer Rosenthal McGlynn
Connecticut
$812K – – –
CIBC Private Wealth Group
232
CIBC Private Wealth Group
Georgia
$798K +$29.3K +1,124 +4%
LS
233
Livforsakringsbolaget Skandia
Sweden
$794K -$362K -13,900 -32%
CBOA
234
Commonwealth Bank of Australia
Australia
$773K -$262K -10,054 -26%
LSERS
235
Louisiana State Employees Retirement System
Louisiana
$765K -$33.9K -1,300 -4%
GF
236
Gerstein Fisher
New York
$750K -$156 -6 -0%
CCM
237
Cadence Capital Management
Massachusetts
$715K -$72.3K -2,775 -9%
COPPSERS
238
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$715K +$12K +460 +2%
FWIA
239
Fort Washington Investment Advisors
Ohio
$706K +$216K +8,300 +45%
MERSOM
240
Municipal Employees' Retirement System of Michigan
Michigan
$693K +$3.91K +150 +0.6%
NSEDCP
241
NJ State Employees Deferred Compensation Plan
New Jersey
$662K – – –
SAM
242
Silvercrest Asset Management
New York
$661K – – –
SAM
243
Solaris Asset Management
New York
$659K – – –
VKH
244
Virtu KCG Holdings
New York
$653K +$643K +24,680 New
LMGAM
245
Liberty Mutual Group Asset Management
Massachusetts
$642K -$1.04M -40,128 -62%
Daiwa Securities Group
246
Daiwa Securities Group
Japan
$640K – – –
DnB Asset Management
247
DnB Asset Management
Norway
$639K +$18.2K +700 +3%
KFC
248
Klingenstein Fields & Co
New York
$635K – – –
PNC Financial Services Group
249
PNC Financial Services Group
Pennsylvania
$626K +$41.2K +1,583 +7%
ST
250
Spinnaker Trust
Maine
$616K -$34.3K -1,316 -5%
8 9
10
11 12

KIM Hedge Fund Activity: Q4 2015 in Review

398 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q4 2015, worth a combined $9.94B — up 7.4% from $9.25B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new KIM positions and 30 closed out — a net gain of 26 holders — while 134 added to existing stakes and 136 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $134M. The largest seller was Deutsche Bank, cutting an estimated $183M.

  • 398 institutional investors held Kimco Realty (KIM) as of Q4 2015, up from 374 in Q3 2015.
  • Funds reported $9.94B of Kimco Realty stock for Q4 2015, up 7.4% quarter-over-quarter.
  • 56 funds opened new Kimco Realty positions in Q4 2015 and 30 closed out, a net change of +26 holders.
  • The largest Kimco Realty buyer in Q4 2015 was JP Morgan Chase, an estimated $134M added.
  • The largest Kimco Realty seller in Q4 2015 was Deutsche Bank, an estimated $183M sold.

Based on aggregated 13F filings for Q4 2015.