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Kimco Realty

375 hedge funds and large institutions have $8.81B invested in Kimco Realty in 2014 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 113 increasing their positions, 158 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

5% more funds holding

Funds holding: 357375 (+18)

4% more capital invested

Capital invested by funds: $8.49B → $8.81B (+$316M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.28% less ownership

Funds ownership: 94.68%93.4% (-1.3%)

28% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 158

42% less call options, than puts

Call options by funds: $431K | Put options by funds: $746K

Holders
375
Holders Change
+18
Holders Change %
+5.04%
% of All Funds
10.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
113
Reduced
158
Closed
15
Calls
$431K
Puts
$746K
Net Calls
-$315K
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
251
Third Avenue Management
New York
$599K
NSEDCP
252
NJ State Employees Deferred Compensation Plan
New Jersey
$575K
MAM
253
Mizuho Asset Management
Japan
$560K -$1.01M -44,476 -65%
CAM
254
Capstone Asset Management
Texas
$542K -$188K -8,263 -26%
SAM
255
Solaris Asset Management
New York
$523K -$134K -5,900 -21%
MA
256
Minerva Advisors
Pennsylvania
$517K
PFC
257
Phocas Financial Corp
California
$508K -$3.25K -143 -0.6%
GBA
258
Garrison Bradford & Associates
New York
$506K
SIM
259
Sentry Investment Management
Wisconsin
$497K -$36K -1,585 -7%
B
260
Barings
North Carolina
$487K -$204K -9,000 -30%
NYLIM
261
New York Life Investment Management
New York
$484K +$479K +21,078 New
SCM
262
Stux Capital Management
New York
$480K +$70.4K +3,100 +17%
D.E. Shaw & Co
263
D.E. Shaw & Co
New York
$472K +$467K +20,559 New
Rafferty Asset Management
264
Rafferty Asset Management
New York
$461K +$455K +20,040 New
KCMRT
265
Kemper Corp Master Retirement Trust
Illinois
$458K -$47.7K -2,100 -10%
CEP
266
Chicago Equity Partners
Illinois
$446K -$5.68K -250 -1%
LWCFA
267
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$446K
Envestnet Asset Management
268
Envestnet Asset Management
Illinois
$442K +$63.9K +2,814 +17%
ANRIA
269
American National Registered Investment Advisor
Texas
$437K
ALA
270
Atherton Lane Advisers
California
$428K +$423K +18,617 New
LPL Financial
271
LPL Financial
California
$419K +$32.6K +1,435 +9%
DL
272
Delta Lloyd
Netherlands
$418K +$140K +6,165 +51%
CI
273
Conning Inc
Connecticut
$412K -$12.5K -550 -3%
First Manhattan
274
First Manhattan
New York
$410K -$34.1K -1,500 -8%
DTL
275
Dynamic Technology Lab
Singapore
$402K +$398K +17,511 New

KIM Hedge Fund Activity: Q2 2014 in Review

375 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q2 2014, worth a combined $8.81B — up 3.7% from $8.49B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new KIM positions and 15 closed out — a net gain of 21 holders — while 113 added to existing stakes and 158 trimmed.

The largest buyer was Norges Bank, adding an estimated $65M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $44.4M.

  • 375 institutional investors held Kimco Realty (KIM) as of Q2 2014, up from 357 in Q1 2014.
  • Funds reported $8.81B of Kimco Realty stock for Q2 2014, up 3.7% quarter-over-quarter.
  • 36 funds opened new Kimco Realty positions in Q2 2014 and 15 closed out, a net change of +21 holders.
  • The largest Kimco Realty buyer in Q2 2014 was Norges Bank, an estimated $65M added.
  • The largest Kimco Realty seller in Q2 2014 was CBRE Investment Management Listed Real Assets, an estimated $44.4M sold.

Based on aggregated 13F filings for Q2 2014.