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Kimco Realty

407 hedge funds and large institutions have $7B invested in Kimco Realty in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 169 increasing their positions, 133 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 133

2% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 44

0% less funds holding

Funds holding: 408407 (-1)

1.38% less ownership

Funds ownership: 90.96%89.58% (-1.4%)

18% less capital invested

Capital invested by funds: $8.55B → $7B (-$1.55B)

56% less call options, than puts

Call options by funds: $6.64M | Put options by funds: $15.1M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
407
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
10.15%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
45
Increased
169
Reduced
133
Closed
44
Calls
$6.64M
Puts
$15.1M
Net Calls
-$8.41M
Net Calls Change
-$3.98M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
351
Dupont Capital Management
Delaware
$34K -$114K -5,803 -76%
BTIS
352
BB&T Investment Services
North Carolina
$34K +$11.7K +597 +67%
CP
353
Corbenic Partners
Pennsylvania
$33K
WAM
354
Wealthspire Advisors (Maryland)
Maryland
$32K +$2.9K +148 +9%
EWM
355
Edge Wealth Management
New York
$28K
Bessemer Group
356
Bessemer Group
New Jersey
$26K +$14.1K +720 +103%
TRCT
357
Tower Research Capital (TRC)
New York
$26K +$22.1K +1,128 +424%
FMTCOCP
358
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25.9K
FANJ
359
Financial Architects (New Jersey)
New Jersey
$25K
EAM
360
Exane Asset Management
France
$24.6K +$26.3K +1,343 New
Group One Trading
361
Group One Trading
Illinois
$22K +$2.08K +106 +10%
PCFFS
362
Pacific Center for Financial Services
California
$19K +$19.9K +1,013 New
GLI
363
Guardian Life Insurance
New York
$18K -$13.3K -677 -41%
AF
364
Allworth Financial
California
$17K
NFG
365
Next Financial Group
Texas
$17K +$17.7K +900 New
FHA
366
First Horizon Advisors
Tennessee
$15K +$15.7K +798 New
PFGIA
367
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$15.7K +800 New
MIFH
368
Migdal Insurance & Financial Holdings
Israel
$14K +$255 +13 +2%
MAM
369
Meeder Asset Management
Ohio
$12K
PI
370
PineBridge Investments
New York
$11K -$195K -9,920 -94%
AOWM
371
Alpha Omega Wealth Management
Virginia
$11K
EWM
372
Evercore Wealth Management
New York
$11K
FIB
373
First Interstate Bank
Montana
$11K
SSB
374
Sandy Spring Bank
Maryland
$11K +$11.8K +600 New
PA
375
Parallel Advisors
California
$10K -$2.16K -110 -18%

KIM Hedge Fund Activity: Q2 2017 in Review

407 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q2 2017, worth a combined $7B — down 18% from $8.55B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new KIM positions and 44 closed out — a net gain of 1 holder — while 169 added to existing stakes and 133 trimmed.

The largest buyer was Invesco, adding an estimated $76.3M. The largest seller was JP Morgan Chase, cutting an estimated $209M.

  • 407 institutional investors held Kimco Realty (KIM) as of Q2 2017, down from 408 in Q1 2017.
  • Funds reported $7B of Kimco Realty stock for Q2 2017, down 18% quarter-over-quarter.
  • 45 funds opened new Kimco Realty positions in Q2 2017 and 44 closed out, a net change of +1 holder.
  • The largest Kimco Realty buyer in Q2 2017 was Invesco, an estimated $76.3M added.
  • The largest Kimco Realty seller in Q2 2017 was JP Morgan Chase, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2017.