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Kimco Realty

375 hedge funds and large institutions have $8.81B invested in Kimco Realty in 2014 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 113 increasing their positions, 158 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

5% more funds holding

Funds holding: 357375 (+18)

4% more capital invested

Capital invested by funds: $8.49B → $8.81B (+$316M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.28% less ownership

Funds ownership: 94.68%93.4% (-1.3%)

28% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 158

42% less call options, than puts

Call options by funds: $431K | Put options by funds: $746K

Holders
375
Holders Change
+18
Holders Change %
+5.04%
% of All Funds
10.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
113
Reduced
158
Closed
15
Calls
$431K
Puts
$746K
Net Calls
-$315K
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
DekaBank Deutsche Girozentrale
326
DekaBank Deutsche Girozentrale
Germany
$98K +$30.5K +1,344 +46%
OA
327
OFI Advisors
Pennsylvania
$97K +$2.93K +129 +3%
VFA
328
Virtus Fund Advisers
Connecticut
$94K +$93.3K +4,110 New
FMP
329
Financial Management Professionals
Texas
$91K
W
330
Wealthfront
California
$89K +$20.2K +890 +30%
LTFS
331
Ladenburg Thalmann Financial Services
Florida
$88K -$1.88K -83 -2%
1IC
332
1919 Investment Counsel
Maryland
$87K
FQ
333
First Quadrant
California
$87K +$86.3K +3,800 New
GIS
334
Guardian Investor Services
New York
$70K -$2.54K -112 -4%
BC
335
Bartlett & Co
Ohio
$63K
CFS
336
Community Financial System
New York
$58K
BRWA
337
B. Riley Wealth Advisors
Florida
$53.8K +$53.1K +2,339 New
GLI
338
Guardian Life Insurance
New York
$53K
Creative Planning
339
Creative Planning
Kansas
$52K -$10.5K -463 -17%
BOK
340
Bank of Kentucky
Kentucky
$46K
PTC
341
Private Trust Company
Ohio
$45K
IMS
342
Index Management Solutions
Pennsylvania
$40K -$4.56K -201 -10%
PI
343
PineBridge Investments
New York
$39K +$20.9K +921 +122%
NIM
344
NuWave Investment Management
New Jersey
$39K +$38.8K +1,711 New
EWM
345
Edge Wealth Management
New York
$36K
LBG
346
Lloyds Banking Group
United Kingdom
$36K +$35.6K +1,569 New
DSC
347
Duncker Streett & Co
Missouri
$35K
Fifth Third Bancorp
348
Fifth Third Bancorp
Ohio
$33K +$45 +2 +0.1%
Mirae Asset Global Investments
349
Mirae Asset Global Investments
South Korea
$32K -$227 -10 -0.7%
Northwestern Mutual Wealth Management
350
Northwestern Mutual Wealth Management
Wisconsin
$30K +$9.67K +426 +48%

KIM Hedge Fund Activity: Q2 2014 in Review

375 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q2 2014, worth a combined $8.81B — up 3.7% from $8.49B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new KIM positions and 15 closed out — a net gain of 21 holders — while 113 added to existing stakes and 158 trimmed.

The largest buyer was Norges Bank, adding an estimated $65M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $44.4M.

  • 375 institutional investors held Kimco Realty (KIM) as of Q2 2014, up from 357 in Q1 2014.
  • Funds reported $8.81B of Kimco Realty stock for Q2 2014, up 3.7% quarter-over-quarter.
  • 36 funds opened new Kimco Realty positions in Q2 2014 and 15 closed out, a net change of +21 holders.
  • The largest Kimco Realty buyer in Q2 2014 was Norges Bank, an estimated $65M added.
  • The largest Kimco Realty seller in Q2 2014 was CBRE Investment Management Listed Real Assets, an estimated $44.4M sold.

Based on aggregated 13F filings for Q2 2014.