We are live on ! Find out more
KIM icon

Kimco Realty
KIM

373 hedge funds and large institutions have $8.41B invested in Kimco Realty in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 123 increasing their positions, 144 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

95% more call options, than puts

Call options by funds: $4.81M | Put options by funds: $2.46M

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0.12% more ownership

Funds ownership: 93.4% → 93.52% (+0.12%)

1% less funds holding

Funds holding: 375 → 373 (-2)

4% less capital invested

Capital invested by funds: $8.81B → $8.41B (-$395M)

15% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 144

Holders
373
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
10.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
29
Increased
123
Reduced
144
Closed
28
Calls
$4.81M
Puts
$2.46M
Net Calls
+$2.35M
Net Calls Change
+$2.67M

Top Buyers

1
PI
PGGM Investments
Netherlands
+$138M
2
Invesco
Invesco
Georgia
+$38.7M
3
TG
TCW Group
California
+$34M
4
N
Nuveen
North Carolina
+$20.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$19.5M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$52M
2
Two Sigma Investments
Two Sigma Investments
New York
-$28.8M
3
American Century Companies
American Century Companies
Missouri
-$27.3M
4
Barclays
Barclays
United Kingdom
-$25.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$24.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
301
United Capital Financial Advisors
Texas
$234K +$245K +10,695 New
AIS
302
American Investment Services
Massachusetts
$232K – – –
PAM
303
Private Asset Management
California
$224K – – –
VAM
304
Visium Asset Management
New York
$218K -$48.5K -2,118 -18%
FWP
305
FAS Wealth Partners
Kansas
$214K -$1.74K -76 -0.8%
M
306
MOTCO
Texas
$212K – – –
ARMT
307
Amica Retiree Medical Trust
Rhode Island
$211K +$221K +9,632 New
MA
308
MUFG Americas
New York
$197K -$6.88K -300 -3%
Creative Planning
309
Creative Planning
Kansas
$182K +$139K +6,057 +268%
PVH
310
Psagot Value Holdings
Israel
$175K -$45.8K -2,000 -20%
Toronto Dominion Bank
311
Toronto Dominion Bank
Ontario, Canada
$170K +$275 +12 +0.2%
PAM
312
PartnerRe Asset Management
Connecticut
$165K -$27.7K -1,208 -14%
GH
313
GAM Holding
Switzerland
$134K – – –
MCM
314
Munder Capital Management
Michigan
$127K – – –
QI
315
QS Investors
New York
$127K – – –
Robeco Institutional Asset Management
316
Robeco Institutional Asset Management
Netherlands
$114K – – –
CFN
317
Cordasco Financial Network
Florida
$110K – – –
WTB
318
Washington Trust Bank
Washington
$110K – – –
OMCS
319
Old Mutual Customised Solutions
South Africa
$105K -$75.6K -3,300 -41%
BA
320
BlackRock Advisors
Delaware
$99K -$2.98K -130 -3%
OA
321
OFI Advisors
Pennsylvania
$97K +$5K +218 +5%
WEC
322
Winslow Evans & Crocker
Massachusetts
$94.2K – – –
FMP
323
Financial Management Professionals
Texas
$87K – – –
W
324
Wealthfront
California
$84K -$665 -29 -0.7%
LTFS
325
Ladenburg Thalmann Financial Services
Florida
$84K +$46 +2 +0.1%
11 12
13
14 15

KIM Hedge Fund Activity: Q3 2014 in Review

373 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q3 2014, worth a combined $8.41B — down 4.5% from $8.81B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new KIM positions and 28 closed out — a net gain of 1 holder — while 123 added to existing stakes and 144 trimmed.

The largest buyer was PGGM Investments, adding an estimated $138M. The largest seller was Norges Bank, cutting an estimated $52M.

  • 373 institutional investors held Kimco Realty (KIM) as of Q3 2014, down from 375 in Q2 2014.
  • Funds reported $8.41B of Kimco Realty stock for Q3 2014, down 4.5% quarter-over-quarter.
  • 29 funds opened new Kimco Realty positions in Q3 2014 and 28 closed out, a net change of +1 holder.
  • The largest Kimco Realty buyer in Q3 2014 was PGGM Investments, an estimated $138M added.
  • The largest Kimco Realty seller in Q3 2014 was Norges Bank, an estimated $52M sold.

Based on aggregated 13F filings for Q3 2014.