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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
SAM
351
Shamrock Asset Management
Texas
$29K +$3.16K +139 +12%
PSUF
352
People's United Financial
Connecticut
$25K
BFEC
353
Benjamin F. Edwards & Company
Missouri
$18K
HCM
354
Highlander Capital Management
New Jersey
$14.4K
LWA
355
Lenox Wealth Advisors
New York
$14K
BCM
356
Blume Capital Management
California
$11K
GSC
357
Ground Swell Capital
South Carolina
$11K +$10.4K +458 New
TRCT
358
Tower Research Capital (TRC)
New York
$9K -$885 -39 -9%
CTC
359
Central Trust Company
Missouri
$7K
CL
360
CFS LLC
Oklahoma
$6K
CBT
361
Central Bank & Trust
Kentucky
$4K
WA
362
WFG Advisors
Texas
$4K +$23 +1 +0.6%
AF
363
Arrow Financial
New York
$3K
TWA
364
TCI Wealth Advisors
Arizona
$3K +$590 +26 +30%
Group One Trading
365
Group One Trading
Illinois
$3K +$3.31K +146 New
MFS
366
MSI Financial Services
Massachusetts
$2K
CAW
367
Cornerstone Advisors (Washington)
Washington
$2K +$1.61K +71 New
EWM
368
Evercore Wealth Management
New York
$2K +$2.27K +100 New
Walleye Trading
369
Walleye Trading
New York
$1.42K +$12.7K +558 +0.9%
AWCI
370
Alpine Woods Capital Investors
New York
$1.15K
BBPWM
371
Blue Bell Private Wealth Management
Pennsylvania
$1K
CFA
372
Carroll Financial Associates
North Carolina
$1K
EFSCE
373
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
FNBT
374
FineMark National Bank & Trust
Florida
$1K
TFA
375
Transamerica Financial Advisors
Florida
$1K

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.