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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
VAM
301
Visium Asset Management
New York
$262K +$274K +13,242 New
ACA
302
Anchor Capital Advisors
Massachusetts
$242K – – –
DILH
303
Dai-ichi Life Holdings
Japan
$239K – – –
DL
304
Delta Lloyd
Netherlands
$237K – – –
WTNA
305
Wilmington Trust National Association
Delaware
$233K – – –
LIA
306
LS Investment Advisors
Michigan
$232K -$432K -20,920 -64%
CCM
307
Cohen Capital Management
California
$232K – – –
EOJOAM
308
E. Ohman J:or Asset Management
Sweden
$231K – – –
Envestnet Asset Management
309
Envestnet Asset Management
Illinois
$229K -$8.93K -432 -4%
DTL
310
Dynamic Technology Lab
Singapore
$218K -$42.5K -2,059 -16%
Jones Financial Companies
311
Jones Financial Companies
Missouri
$213K -$25.6K -1,240 -10%
BGAM
312
Boussard & Gavaudan Asset Management
United Kingdom
$204K +$213K +10,324 New
PAM
313
Private Asset Management
California
$202K – – –
AB
314
Amalgamated Bank
New York
$200K -$1.98K -96 -0.9%
SC
315
Sumit Capital
New York
$199K +$209K +10,097 New
DAM
316
Deltec Asset Management
New York
$198K – – –
PAM
317
PartnerRe Asset Management
Connecticut
$195K -$11.9K -578 -6%
M
318
MOTCO
Texas
$187K – – –
MA
319
MUFG Americas
New York
$184K – – –
QT
320
Quantbot Technologies
New York
$183K -$16.5K -800 -8%
PCM
321
Prelude Capital Management
New York
$157K -$239K -11,562 -59%
BA
322
BlackRock Advisors
Delaware
$138K -$8.37K -405 -5%
Toronto Dominion Bank
323
Toronto Dominion Bank
Ontario, Canada
$129K +$135K +6,539 New
OMCS
324
Old Mutual Customised Solutions
South Africa
$120K – – –
MCM
325
Munder Capital Management
Michigan
$112K +$37.7K +1,825 +48%
11 12
13
14 15

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.