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Kimco Realty

412 hedge funds and large institutions have $9.79B invested in Kimco Realty in 2016 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 154 increasing their positions, 138 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 42

12% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 138

1% more funds holding

Funds holding: 407412 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.69% less ownership

Funds ownership: 93.26%91.57% (-1.7%)

13% less capital invested

Capital invested by funds: $11.3B → $9.79B (-$1.52B)

45% less call options, than puts

Call options by funds: $2.17M | Put options by funds: $3.93M

Holders
412
Holders Change
+5
Holders Change %
+1.23%
% of All Funds
10.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
53
Increased
154
Reduced
138
Closed
42
Calls
$2.17M
Puts
$3.93M
Net Calls
-$1.76M
Net Calls Change
-$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
CGT
351
Capital Guardian Trust
California
$51K +$52.7K +2,000 New
CFN
352
Cordasco Financial Network
Florida
$50K
CG
353
Cutler Group
California
$48K -$94.1K -3,570 -65%
Truist Financial
354
Truist Financial
North Carolina
$45K -$31.6K -1,200 -40%
CP
355
Corbenic Partners
Pennsylvania
$45K
BFEC
356
Benjamin F. Edwards & Company
Missouri
$44K +$25.3K +959 +120%
BBHC
357
Brown Brothers Harriman & Co
New York
$44K +$32.5K +1,233 +234%
GLI
358
Guardian Life Insurance
New York
$41K +$1.55K +59 +4%
EWM
359
Edge Wealth Management
New York
$40K
WAM
360
Wealthspire Advisors (Maryland)
Maryland
$40K +$1.4K +53 +3%
TC
361
Trust Company
Kansas
$38K
FMTCOCP
362
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$35.6K +$37.3K +1,414 New
FANJ
363
Financial Architects (New Jersey)
New Jersey
$34K
QCG
364
Quadrant Capital Group
Ohio
$23K -$948 -36 -3%
AF
365
Allworth Financial
California
$23K
FAN
366
Financial Advisors Network
California
$22K +$23.4K +890 New
CCMW
367
Cypress Capital Management (Wyoming)
Wyoming
$19K
EWM
368
Evercore Wealth Management
New York
$18K -$24.1K -914 -57%
Bessemer Group
369
Bessemer Group
New Jersey
$18K +$18.4K +700 New
Group One Trading
370
Group One Trading
Illinois
$18K +$18.4K +700 New
PA
371
Parallel Advisors
California
$18K +$19.4K +735 New
OSAM
372
O'Shaughnessy Asset Management
Connecticut
$17K -$7.83K -297 -30%
CAW
373
Cornerstone Advisors (Washington)
Washington
$17K -$1.87K -71 -10%
PCM
374
Penserra Capital Management
California
$17K +$3.24K +123 +22%
AOWM
375
Alpha Omega Wealth Management
Virginia
$15K

KIM Hedge Fund Activity: Q4 2016 in Review

412 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q4 2016, worth a combined $9.79B — down 13% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new KIM positions and 42 closed out — a net gain of 11 holders — while 154 added to existing stakes and 138 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $160M. The largest seller was Goldman Sachs, cutting an estimated $120M.

  • 412 institutional investors held Kimco Realty (KIM) as of Q4 2016, up from 407 in Q3 2016.
  • Funds reported $9.79B of Kimco Realty stock for Q4 2016, down 13% quarter-over-quarter.
  • 53 funds opened new Kimco Realty positions in Q4 2016 and 42 closed out, a net change of +11 holders.
  • The largest Kimco Realty buyer in Q4 2016 was Bank of New York Mellon, an estimated $160M added.
  • The largest Kimco Realty seller in Q4 2016 was Goldman Sachs, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2016.