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Kimco Realty

400 hedge funds and large institutions have $4.91B invested in Kimco Realty in 2020 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 114 increasing their positions, 167 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $3.79B → $4.91B (+$1.12B)

2.41% less ownership

Funds ownership: 91.73%89.32% (-2.4%)

5% less funds holding

Funds holding: 420400 (-20)

13% less call options, than puts

Call options by funds: $8.62M | Put options by funds: $9.89M

18% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 82

32% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 167

Holders
400
Holders Change
-20
Holders Change %
-4.76%
% of All Funds
8.2%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.06%
New
67
Increased
114
Reduced
167
Closed
82
Calls
$8.62M
Puts
$9.89M
Net Calls
-$1.28M
Net Calls Change
-$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
326
Atlas Capital Advisors
Wyoming
$27.7K +$823 +74 +4%
S
327
SignatureFD
Georgia
$26K -$38.9K -3,493 -64%
NICM
328
Neo Ivy Capital Management
New York
$23K -$245K -21,996 -93%
Lazard Asset Management
329
Lazard Asset Management
New York
$20K -$3.13K -281 -15%
EWM
330
Edge Wealth Management
New York
$20K
PA
331
Parallel Advisors
California
$18K -$29.4K -2,641 -65%
AWA
332
Arkadios Wealth Advisors
Georgia
$17.1K +$16.5K +1,487 New
LWM
333
Liberty Wealth Management
California
$17K
PCFFS
334
Pacific Center for Financial Services
California
$15K
TPWA
335
TRUE Private Wealth Advisors
Oregon
$15K
NIM
336
NuWave Investment Management
New Jersey
$13K -$66.7K -5,996 -86%
AWM
337
AllSquare Wealth Management
New York
$13K -$18.4K -1,650 -61%
AF
338
Allworth Financial
California
$13K +$323 +29 +3%
RA
339
Rational Advisors
New York
$13K +$10.9K +983 New
SIS
340
Sound Income Strategies
Florida
$12K -$2.61K -235 -20%
CFGS
341
Concourse Financial Group Securities
Alabama
$12K
IRAG
342
Investment Research & Advisory Group
Georgia
$11K
BL
343
Balentine LLC
Georgia
$11K +$9.79K +880 New
HRC
344
Hoertkorn Richard Charles
$10K
CFB
345
Cullen/Frost Bankers
Texas
$10K +$8.91K +801 New
CAL
346
Capital Advisors Ltd
Ohio
$10K +$9.02K +811 New
TL
347
TrueWealth LLC
Georgia
$9K +$222 +20 +3%
PFBT
348
Parkside Financial Bank & Trust
Missouri
$9K +$1.52K +137 +26%
OPS
349
Orion Portfolio Solutions
Nebraska
$9K +$1.61K +145 +26%
Rockefeller Capital Management
350
Rockefeller Capital Management
New York
$8K -$1.57K -141 -18%

KIM Hedge Fund Activity: Q2 2020 in Review

400 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q2 2020, worth a combined $4.91B — up 29% from $3.79B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of KIM and 67 opened new positions — a net loss of 15 holders — while 167 trimmed existing stakes and 114 added.

The largest buyer was Cohen & Steers, adding an estimated $102M. The largest seller was State Street, cutting an estimated $83.4M.

  • 400 institutional investors held Kimco Realty (KIM) as of Q2 2020, down from 420 in Q1 2020.
  • Funds reported $4.91B of Kimco Realty stock for Q2 2020, up 29% quarter-over-quarter.
  • 67 funds opened new Kimco Realty positions in Q2 2020 and 82 closed out, a net change of -15 holders.
  • The largest Kimco Realty buyer in Q2 2020 was Cohen & Steers, an estimated $102M added.
  • The largest Kimco Realty seller in Q2 2020 was State Street, an estimated $83.4M sold.

Based on aggregated 13F filings for Q2 2020.