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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
WT
326
Whittier Trust
California
$161K
GXMC
327
Global X Management Company
New York
$161K +$3.9K +253 +2%
FWP
328
FAS Wealth Partners
Kansas
$158K
MERSOM
329
Municipal Employees' Retirement System of Michigan
Michigan
$158K
CC
330
ClearArc Capital
Ohio
$157K -$2.81M -182,187 -94%
AIS
331
American Investment Services
Massachusetts
$157K +$10K +652 +6%
CIC
332
Carnegie Investment Counsel
Ohio
$147K
AAM
333
Advisors Asset Management
Colorado
$144K -$6.9K -448 -4%
Federated Hermes
334
Federated Hermes
Pennsylvania
$144K +$49K +3,179 +47%
JA
335
JOYN Advisors
Georgia
$140K +$149K +9,703 New
LTFS
336
Ladenburg Thalmann Financial Services
Florida
$136K +$16.9K +1,098 +13%
AIP
337
Ameritas Investment Partners
Nebraska
$133K
PI
338
PineBridge Investments
New York
$123K +$131K +8,520 New
Fuller & Thaler Asset Management
339
Fuller & Thaler Asset Management
California
$99K +$106K +6,900 New
LS
340
Livforsakringsbolaget Skandia
Sweden
$93K
PG
341
PEAK6 Group
Illinois
$93K +$46.4K +3,010 +87%
NIT
342
NumerixS Investment Technologies
British Columbia, Canada
$92K -$116K -7,500 -54%
MA
343
MUFG Americas
New York
$81K +$7.7K +500 +10%
IA
344
IFP Advisors
Florida
$71K
RIM
345
Rampart Investment Management
Connecticut
$66K -$9.32K -605 -12%
FMP
346
Financial Management Professionals
Texas
$58K
TC
347
Trust Company
Kansas
$58K
Simplex Trading
348
Simplex Trading
Illinois
$57K -$3.57K -232 -5%
WAM
349
Wealthspire Advisors (Maryland)
Maryland
$52K -$5.07K -329 -8%
EA
350
Edge Advisors
Georgia
$50K -$7.69M -499,481 -99%

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.