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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
BCAM
276
Boston Common Asset Management
Massachusetts
$393K -$46.4K -2,045 -11%
JHIU
277
Janus Henderson Investors US
Colorado
$393K +$421K +18,547 New
AAM
278
Aston Asset Management
Illinois
$388K -$7.26K -320 -2%
Federated Hermes
279
Federated Hermes
Pennsylvania
$376K +$8.72K +384 +2%
MNBTD
280
Moody National Bank Trust Division
Texas
$363K
BFG
281
Beacon Financial Group
Texas
$358K -$85.8K -3,778 -20%
LIA
282
LS Investment Advisors
Michigan
$353K -$8.81K -388 -2%
NEAM
283
New England Asset Management
Connecticut
$349K +$344K +15,170 New
GWM
284
Greenwich Wealth Management
Connecticut
$337K
KRSITF
285
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$332K +$7.49K +330 +2%
AAM
286
Advisors Asset Management
Colorado
$331K -$385K -16,950 -54%
WT
287
Whittier Trust
California
$329K
Allianz Asset Management
288
Allianz Asset Management
Germany
$328K -$927K -40,840 -74%
Cambridge Investment Research Advisors
289
Cambridge Investment Research Advisors
Iowa
$328K +$3.02K +133 +0.9%
MERSOM
290
Municipal Employees' Retirement System of Michigan
Michigan
$319K
B
291
Bailard
California
$319K +$318K +14,000 New
Jones Financial Companies
292
Jones Financial Companies
Missouri
$318K +$55.5K +2,446 +21%
GIM
293
Grassi Investment Management
California
$311K -$13.6K -598 -4%
WDA
294
Wendell David Associates
New Hampshire
$311K +$2.27K +100 +0.7%
CCM
295
Crossvault Capital Management
Texas
$309K -$34.1K -1,500 -10%
FT
296
Fiduciary Trust
Massachusetts
$288K -$36.3K -1,600 -11%
ACA
297
Anchor Capital Advisors
Massachusetts
$282K
VAM
298
Visium Asset Management
New York
$278K +$613 +27 +0.2%
WTNA
299
Wilmington Trust National Association
Delaware
$272K +$454 +20 +0.2%
CCM
300
Cohen Capital Management
California
$270K

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.