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Kimco Realty

373 hedge funds and large institutions have $8.41B invested in Kimco Realty in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 123 increasing their positions, 144 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

95% more call options, than puts

Call options by funds: $4.81M | Put options by funds: $2.46M

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0.12% more ownership

Funds ownership: 93.4%93.52% (+0.12%)

1% less funds holding

Funds holding: 375373 (-2)

4% less capital invested

Capital invested by funds: $8.81B → $8.41B (-$395M)

15% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 144

Holders
373
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
10.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
29
Increased
123
Reduced
144
Closed
28
Calls
$4.81M
Puts
$2.46M
Net Calls
+$2.35M
Net Calls Change
+$2.67M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
351
Virtus Fund Advisers
Connecticut
$10K -$83.3K -3,636 -88%
Manulife (Manufacturers Life Insurance)
352
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.38K -$5K -218 -0.1%
OCM
353
One Capital Management
California
$9K +$9.81K +428 New
WA
354
WFG Advisors
Texas
$8K +$4.63K +202 +123%
TDC
355
Thompson Davis & Co
Virginia
$8K +$7.91K +345 New
CTC
356
Central Trust Company
Missouri
$7K
CL
357
CFS LLC
Oklahoma
$6K
CBT
358
Central Bank & Trust
Kentucky
$4K
MPWT
359
MassMutual Private Wealth & Trust
Connecticut
$3.29K +$3.44K +150 New
AF
360
Arrow Financial
New York
$3K
NIM
361
NuWave Investment Management
New Jersey
$2K -$36.7K -1,602 -94%
TRCT
362
Tower Research Capital (TRC)
New York
$2K -$6.88K -300 -75%
CAW
363
Cornerstone Advisors (Washington)
Washington
$2K
EWM
364
Evercore Wealth Management
New York
$2K
MFS
365
MSI Financial Services
Massachusetts
$2K
TWA
366
TCI Wealth Advisors
Arizona
$2K
BBPWM
367
Blue Bell Private Wealth Management
Pennsylvania
$1K
EFSCE
368
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
FNBT
369
FineMark National Bank & Trust
Florida
$1K
TFA
370
Transamerica Financial Advisors
Florida
$1K
TFO
371
Tarbox Family Office
California
$1K +$1.33K +58 New
Two Sigma Investments
372
Two Sigma Investments
New York
-$28.8M -1,254,597 Closed
American Century Companies
373
American Century Companies
Missouri
-$27.3M -1,187,336 Closed
O
374
OppenheimerFunds
New York
-$14.6M -636,430 Closed
GHF
375
Good Harbor Financial
Illinois
-$12.7M -551,066 Closed

KIM Hedge Fund Activity: Q3 2014 in Review

373 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q3 2014, worth a combined $8.41B — down 4.5% from $8.81B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new KIM positions and 28 closed out — a net gain of 1 holder — while 123 added to existing stakes and 144 trimmed.

The largest buyer was PGGM Investments, adding an estimated $138M. The largest seller was Norges Bank, cutting an estimated $52M.

  • 373 institutional investors held Kimco Realty (KIM) as of Q3 2014, down from 375 in Q2 2014.
  • Funds reported $8.41B of Kimco Realty stock for Q3 2014, down 4.5% quarter-over-quarter.
  • 29 funds opened new Kimco Realty positions in Q3 2014 and 28 closed out, a net change of +1 holder.
  • The largest Kimco Realty buyer in Q3 2014 was PGGM Investments, an estimated $138M added.
  • The largest Kimco Realty seller in Q3 2014 was Norges Bank, an estimated $52M sold.

Based on aggregated 13F filings for Q3 2014.