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Kimco Realty

434 hedge funds and large institutions have $5.39B invested in Kimco Realty in 2018 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 177 increasing their positions, 130 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

36% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 130

1.88% less ownership

Funds ownership: 90.06%88.18% (-1.9%)

5% less funds holding

Funds holding: 459434 (-25)

22% less capital invested

Capital invested by funds: $6.95B → $5.39B (-$1.56B)

24% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 79

64% less call options, than puts

Call options by funds: $3.52M | Put options by funds: $9.78M

Holders
434
Holders Change
-25
Holders Change %
-5.45%
% of All Funds
9.95%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
60
Increased
177
Reduced
130
Closed
79
Calls
$3.52M
Puts
$9.78M
Net Calls
-$6.26M
Net Calls Change
-$2.91M
Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
301
Paragon Capital Management (Colorado)
Colorado
$246K +$263K +17,069 New
PA
302
Profund Advisors
Maryland
$245K -$56.3K -3,657 -18%
ANRIA
303
American National Registered Investment Advisor
Texas
$245K
LMGAM
304
Liberty Mutual Group Asset Management
Massachusetts
$244K
Mackenzie Financial
305
Mackenzie Financial
Ontario, Canada
$240K +$257K +16,671 New
Pacer Advisors
306
Pacer Advisors
Pennsylvania
$238K +$41.2K +2,673 +19%
TG
307
TLP Group
Illinois
$236K
ACA
308
Anchor Capital Advisors
Massachusetts
$230K +$3.08K +200 +1%
KeyBank National Association
309
KeyBank National Association
Ohio
$229K -$151K -9,780 -38%
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$229K +$33.2K +2,158 +16%
TSS
311
Two Sigma Securities
New York
$217K +$232K +15,043 New
APFBOT
312
Amica Pension Fund Board of Trustees
Rhode Island
$215K
CI
313
Cigna Investments
Connecticut
$212K -$9.24K -600 -4%
TCM
314
Telos Capital Management
California
$208K +$222K +14,445 New
CG
315
Cutler Group
California
$200K +$160K +10,377 +295%
MNBTD
316
Moody National Bank Trust Division
Texas
$199K
MML Investors Services
317
MML Investors Services
Massachusetts
$198K -$9.03K -586 -4%
DILIC
318
Dai-ichi Life Insurance Company
Japan
$193K
VFA
319
Voya Financial Advisors
Connecticut
$191K -$17.5K -1,136 -8%
CI
320
Conning Inc
Connecticut
$191K +$12.3K +800 +6%
BL
321
BFSG LLC
California
$190K +$203K +13,170 New
WDA
322
Wendell David Associates
New Hampshire
$182K
Janney Montgomery Scott
323
Janney Montgomery Scott
Pennsylvania
$174K +$9.24K +600 +5%
FAAS
324
First Allied Advisory Services
California
$171K -$31K -2,015 -15%
EOJOAM
325
E. Ohman J:or Asset Management
Sweden
$168K

KIM Hedge Fund Activity: Q1 2018 in Review

434 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q1 2018, worth a combined $5.39B — down 22% from $6.95B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of KIM and 60 opened new positions — a net loss of 19 holders — while 130 trimmed existing stakes and 177 added.

The largest buyer was Amundi Asset Management US, adding an estimated $39.7M. The largest seller was Invesco, cutting an estimated $101M.

  • 434 institutional investors held Kimco Realty (KIM) as of Q1 2018, down from 459 in Q4 2017.
  • Funds reported $5.39B of Kimco Realty stock for Q1 2018, down 22% quarter-over-quarter.
  • 60 funds opened new Kimco Realty positions in Q1 2018 and 79 closed out, a net change of -19 holders.
  • The largest Kimco Realty buyer in Q1 2018 was Amundi Asset Management US, an estimated $39.7M added.
  • The largest Kimco Realty seller in Q1 2018 was Invesco, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2018.