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Kimco Realty
KIM

416 hedge funds and large institutions have $7.71B invested in Kimco Realty in 2017 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 135 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

11% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 135

10% more capital invested

Capital invested by funds: $7B → $7.71B (+$714M)

3.13% more ownership

Funds ownership: 89.58% → 92.72% (+3.1%)

2% more funds holding

Funds holding: 407 → 416 (+9)

43% less call options, than puts

Call options by funds: $6.05M | Put options by funds: $10.7M

Holders
416
Holders Change
+9
Holders Change %
+2.21%
% of All Funds
10.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
150
Reduced
135
Closed
46
Calls
$6.05M
Puts
$10.7M
Net Calls
-$4.64M
Net Calls Change
+$3.78M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$157M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$53.3M
3
American Century Companies
American Century Companies
Missouri
+$44.5M
4
Credit Agricole
Credit Agricole
France
+$28.5M
5
HCM
Hamlin Capital Management
New York
+$23.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$54.5M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$24.1M
3
Two Sigma Investments
Two Sigma Investments
New York
-$24M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$21.6M
5
MWNA
Marshall Wace North America
New York
-$18M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
301
Flinton Capital Management
Pennsylvania
$262K -$14.1K -720 -5%
DILIC
302
Dai-ichi Life Insurance Company
Japan
$262K – – –
MYLI
303
Meiji Yasuda Life Insurance
Japan
$262K +$263K +13,400 New
RJFSA
304
Raymond James Financial Services Advisors
Florida
$259K +$259K +13,227 New
CI
305
Conning Inc
Connecticut
$255K -$6.47K -330 -2%
GT
306
Greenleaf Trust
Michigan
$249K +$249K +12,718 New
Janney Montgomery Scott
307
Janney Montgomery Scott
Pennsylvania
$243K +$244K +12,446 New
OMCS
308
Old Mutual Customised Solutions
South Africa
$239K – – –
ZCA
309
Zeke Capital Advisors
Pennsylvania
$237K +$238K +12,119 New
SPC
310
Sigma Planning Corp
Michigan
$237K +$238K +12,124 New
CCM
311
Chilton Capital Management
Texas
$233K +$233K +11,895 New
FAAS
312
First Allied Advisory Services
California
$230K +$15.1K +768 +7%
AIS
313
American Investment Services
Massachusetts
$229K – – –
CCM
314
Cohen Capital Management
California
$229K – – –
RTS
315
Round Table Services
New Jersey
$227K +$228K +11,620 New
FWP
316
FAS Wealth Partners
Kansas
$224K +$3.04K +155 +1%
PAM
317
Private Asset Management
California
$222K – – –
Pacer Advisors
318
Pacer Advisors
Pennsylvania
$221K +$20.9K +1,068 +10%
KRSITF
319
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$220K -$7.88K -402 -3%
WT
320
Whittier Trust
California
$219K – – –
GXMC
321
Global X Management Company
New York
$216K +$27.2K +1,386 +14%
MERSOM
322
Municipal Employees' Retirement System of Michigan
Michigan
$215K -$47.1K -2,400 -18%
Creative Planning
323
Creative Planning
Kansas
$207K -$13.1K -666 -6%
AAM
324
Advisors Asset Management
Colorado
$204K -$11.2K -569 -5%
SIP
325
Stoneridge Investment Partners
Pennsylvania
$203K +$203K +10,371 New
11 12
13
14 15

KIM Hedge Fund Activity: Q3 2017 in Review

416 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q3 2017, worth a combined $7.71B — up 10% from $7B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new KIM positions and 46 closed out — a net gain of 13 holders — while 150 added to existing stakes and 135 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $157M. The largest seller was JP Morgan Chase, cutting an estimated $54.5M.

  • 416 institutional investors held Kimco Realty (KIM) as of Q3 2017, up from 407 in Q2 2017.
  • Funds reported $7.71B of Kimco Realty stock for Q3 2017, up 10% quarter-over-quarter.
  • 59 funds opened new Kimco Realty positions in Q3 2017 and 46 closed out, a net change of +13 holders.
  • The largest Kimco Realty buyer in Q3 2017 was Capital Research Global Investors, an estimated $157M added.
  • The largest Kimco Realty seller in Q3 2017 was JP Morgan Chase, an estimated $54.5M sold.

Based on aggregated 13F filings for Q3 2017.