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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
CFN
326
Cordasco Financial Network
Florida
$99K +$103K +5,000 New
ARMT
327
Amica Retiree Medical Trust
Rhode Island
$98K +$102K +4,947 New
TRCT
328
Tower Research Capital (TRC)
New York
$87K +$76.2K +3,688 +541%
WEC
329
Winslow Evans & Crocker
Massachusetts
$85K +$88.8K +4,298 New
PG
330
PEAK6 Group
Illinois
$85K +$89.4K +4,325 New
ECM
331
Endex Capital Management
Kansas
$80K – – –
FMP
332
Financial Management Professionals
Texas
$79K – – –
KT
333
Kanaly Trust
Texas
$79K +$82.7K +4,000 New
OA
334
OFI Advisors
Pennsylvania
$78K +$1.92K +93 +2%
1IC
335
1919 Investment Counsel
Maryland
$75K -$4.96K -240 -6%
LTFS
336
Ladenburg Thalmann Financial Services
Florida
$70K +$2.65K +128 +4%
GIS
337
Guardian Investor Services
New York
$65K – – –
BC
338
Bartlett & Co
Ohio
$54K – – –
DekaBank Deutsche Girozentrale
339
DekaBank Deutsche Girozentrale
Germany
$51K – – –
CFS
340
Community Financial System
New York
$50K – – –
Robeco Institutional Asset Management
341
Robeco Institutional Asset Management
Netherlands
$49K – – –
GLI
342
Guardian Life Insurance
New York
$46K -$53.5K -2,590 -53%
Lazard Asset Management
343
Lazard Asset Management
New York
$41K – – –
BOK
344
Bank of Kentucky
Kentucky
$40K – – –
S
345
SignatureFD
Georgia
$38K – – –
BBPWM
346
Blue Bell Private Wealth Management
Pennsylvania
$34K +$35.8K +1,733 New
EWM
347
Edge Wealth Management
New York
$31K – – –
Creative Planning
348
Creative Planning
Kansas
$31K +$21 +1 +0.1%
DSC
349
Duncker Streett & Co
Missouri
$30K – – –
IMS
350
Index Management Solutions
Pennsylvania
$30K +$8.87K +429 +40%
12 13
14
15 16

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.