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Kimco Realty
KIM

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
375
Holders Change
+15
Holders Change %
+4.17%
% of All Funds
10.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
44
Increased
114
Reduced
149
Closed
29
Calls
$4.74M
Puts
$5.12M
Net Calls
-$375K
Net Calls Change
-$163K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$41.3M
2
O
OppenheimerFunds
New York
+$36.1M
3
RFC
Russell Frank Company
Washington
+$28.5M
4
State Street
State Street
Massachusetts
+$25.9M
5
HRES
Heitman Real Estate Securities
Illinois
+$24.2M

Top Sellers

1
PI
PGGM Investments
Netherlands
-$77.7M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$69.9M
3
AAMU
APG Asset Management US
New York
-$66.3M
4
Cohen & Steers
Cohen & Steers
New York
-$49.3M
5
Invesco
Invesco
Georgia
-$38.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSERS
251
Louisiana State Employees Retirement System
Louisiana
$652K +$682K +33,000 New
JG
252
Jefferies Group
New York
$651K -$608K -29,433 -47%
FCAM
253
F&C Asset Management
United Kingdom
$647K +$121K +5,879 +22%
APFBOT
254
Amica Pension Fund Board of Trustees
Rhode Island
$640K – – –
SAM
255
Silvercrest Asset Management
New York
$640K – – –
PVH
256
Psagot Value Holdings
Israel
$620K -$228K -11,020 -26%
AMI
257
Amica Mutual Insurance
Rhode Island
$619K – – –
BOH
258
Bank of Hawaii
Hawaii
$610K +$639K +30,905 New
B
259
Barings
North Carolina
$596K – – –
SAM
260
Solaris Asset Management
New York
$589K -$206K -9,975 -25%
TH
261
Timber Hill
Connecticut
$543K -$437K -21,164 -44%
KFC
262
Klingenstein Fields & Co
New York
$525K – – –
TAM
263
Third Avenue Management
New York
$514K – – –
WMSA
264
Weiss Multi-Strategy Advisers
New York
$508K -$3.6M -174,260 -87%
CCM
265
Cadence Capital Management
Massachusetts
$504K -$45.7K -2,213 -8%
CIM
266
CenturyLink Investment Management
Colorado
$503K -$85.3K -4,130 -14%
NSEDCP
267
NJ State Employees Deferred Compensation Plan
New Jersey
$494K – – –
Tudor Investment Corp
268
Tudor Investment Corp
Connecticut
$461K +$483K +23,366 New
SIM
269
Sentry Investment Management
Wisconsin
$458K +$182K +8,800 +61%
KCMRT
270
Kemper Corp Master Retirement Trust
Illinois
$451K +$177K +8,550 +60%
CIP
271
Convergence Investment Partners
Florida
$449K +$80.2K +3,881 +21%
MA
272
Minerva Advisors
Pennsylvania
$444K – – –
PFC
273
Phocas Financial Corp
California
$435K -$82.1K -3,975 -15%
GBA
274
Garrison Bradford & Associates
New York
$434K -$129K -6,250 -22%
TAM
275
Telluride Asset Management
Minnesota
$422K +$442K +21,365 New
9 10
11
12 13

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.