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Kimco Realty
KIM

360 hedge funds and large institutions have $7.65B invested in Kimco Realty in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 115 increasing their positions, 134 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 15

10% more funds holding

Funds holding: 328 → 360 (+32)

4% less call options, than puts

Call options by funds: $4.97M | Put options by funds: $5.19M

3.76% less ownership

Funds ownership: 96.47% → 92.71% (-3.8%)

9% less capital invested

Capital invested by funds: $8.44B → $7.65B (-$784M)

14% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 134

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
360
Holders Change
+32
Holders Change %
+9.76%
% of All Funds
11.67%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
49
Increased
115
Reduced
134
Closed
15
Calls
$4.97M
Puts
$5.19M
Net Calls
-$212K
Net Calls Change
+$425K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$121M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$68.2M
3
BIT
BlackRock Institutional Trust
California
+$27.1M
4
DPIM
Duff & Phelps Investment Management
Illinois
+$25.1M
5
Barclays
Barclays
United Kingdom
+$22.9M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$471M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$179M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$34.1M
4
SCRM
Security Capital Research & Management
Illinois
-$14.1M
5
BFA
BlackRock Fund Advisors
California
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
276
LPL Financial
California
$319K +$12.8K +601 +4%
KRSITF
277
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$295K +$311K +14,595 New
FT
278
Fiduciary Trust
Massachusetts
$291K – – –
SIM
279
Sentry Investment Management
Wisconsin
$291K +$72.5K +3,400 +31%
KCMRT
280
Kemper Corp Master Retirement Trust
Illinois
$289K -$108K -5,050 -26%
WT
281
Whittier Trust
California
$289K -$23.5K -1,100 -7%
IPRC
282
Indices-Pac Research Corporation
New Jersey
$281K +$297K +13,906 New
MERSOM
283
Municipal Employees' Retirement System of Michigan
Michigan
$276K +$292K +13,700 New
WDA
284
Wendell David Associates
New Hampshire
$272K – – –
GCP
285
GSA Capital Partners
United Kingdom
$269K +$284K +13,334 New
DTL
286
Dynamic Technology Lab
Singapore
$264K +$279K +13,097 New
ACA
287
Anchor Capital Advisors
Massachusetts
$248K – – –
DILH
288
Dai-ichi Life Holdings
Japan
$245K – – –
Envestnet Asset Management
289
Envestnet Asset Management
Illinois
$243K +$217K +10,183 +547%
CI
290
Conning Inc
Connecticut
$242K +$5.12K +240 +2%
Jones Financial Companies
291
Jones Financial Companies
Missouri
$242K +$5.69K +267 +2%
DL
292
Delta Lloyd
Netherlands
$242K +$256K +12,010 New
WTNA
293
Wilmington Trust National Association
Delaware
$239K – – –
CCM
294
Cohen Capital Management
California
$237K – – –
LMF
295
LMR Master Fund
Cayman Islands
$236K -$2.66M -124,702 -91%
MSU
296
Maple Securities USA
New Jersey
$235K +$248K +11,622 New
EOJOAM
297
E. Ohman J:or Asset Management
Sweden
$234K +$96K +4,500 +63%
Rafferty Asset Management
298
Rafferty Asset Management
New York
$232K -$114K -5,333 -32%
ARTA
299
A.R.T. Advisors
New York
$231K -$294K -13,800 -55%
DP
300
Dearborn Partners
Illinois
$220K +$9.6K +450 +4%
10 11
12
13 14

KIM Hedge Fund Activity: Q3 2013 in Review

360 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q3 2013, worth a combined $7.65B — down 9.3% from $8.44B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new KIM positions and 15 closed out — a net gain of 34 holders — while 115 added to existing stakes and 134 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $121M. The largest seller was Cohen & Steers, cutting an estimated $471M.

  • 360 institutional investors held Kimco Realty (KIM) as of Q3 2013, up from 328 in Q2 2013.
  • Funds reported $7.65B of Kimco Realty stock for Q3 2013, down 9.3% quarter-over-quarter.
  • 49 funds opened new Kimco Realty positions in Q3 2013 and 15 closed out, a net change of +34 holders.
  • The largest Kimco Realty buyer in Q3 2013 was JP Morgan Chase, an estimated $121M added.
  • The largest Kimco Realty seller in Q3 2013 was Cohen & Steers, an estimated $471M sold.

Based on aggregated 13F filings for Q3 2013.