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Kimco Realty
KIM

416 hedge funds and large institutions have $7.71B invested in Kimco Realty in 2017 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 135 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

11% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 135

10% more capital invested

Capital invested by funds: $7B → $7.71B (+$714M)

3.13% more ownership

Funds ownership: 89.58% → 92.72% (+3.1%)

2% more funds holding

Funds holding: 407 → 416 (+9)

43% less call options, than puts

Call options by funds: $6.05M | Put options by funds: $10.7M

Holders
416
Holders Change
+9
Holders Change %
+2.21%
% of All Funds
10.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
150
Reduced
135
Closed
46
Calls
$6.05M
Puts
$10.7M
Net Calls
-$4.64M
Net Calls Change
+$3.78M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$157M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$53.3M
3
American Century Companies
American Century Companies
Missouri
+$44.5M
4
Credit Agricole
Credit Agricole
France
+$28.5M
5
HCM
Hamlin Capital Management
New York
+$23.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$54.5M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$24.1M
3
Two Sigma Investments
Two Sigma Investments
New York
-$24M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$21.6M
5
MWNA
Marshall Wace North America
New York
-$18M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
351
Wealthspire Advisors (Maryland)
Maryland
$44K +$9.55K +487 +28%
ARMT
352
Amica Retiree Medical Trust
Rhode Island
$44K +$44.6K +2,275 New
SWA
353
Sutton Wealth Advisors
Florida
$40.3K +$726 +37 +2%
BTIS
354
BB&T Investment Services
North Carolina
$40K +$8.14K +415 +28%
CFN
355
Cordasco Financial Network
Florida
$39K – – –
GWM
356
Geneos Wealth Management
Colorado
$38K +$98 +5 +0.3%
CP
357
Corbenic Partners
Pennsylvania
$35K – – –
MIFH
358
Migdal Insurance & Financial Holdings
Israel
$33K +$19K +968 +130%
ZB
359
Zions Bancorporation
Utah
$32K +$31.9K +1,627 New
EWM
360
Edge Wealth Management
New York
$31K – – –
Bessemer Group
361
Bessemer Group
New Jersey
$31K +$2.65K +135 +10%
SMG
362
Spectrum Management Group
Indiana
$30K – – –
FMTCOCP
363
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$27.6K – – –
NIT
364
NumerixS Investment Technologies
British Columbia, Canada
$27K -$457K -23,300 -94%
FANJ
365
Financial Architects (New Jersey)
New Jersey
$26K – – –
DOA
366
D'Orazio & Associates
Virginia
$24K -$22.6K -1,150 -48%
MAM
367
Meeder Asset Management
Ohio
$23K +$10.8K +549 +87%
PA
368
Parallel Advisors
California
$22K +$12.9K +660 +133%
QCG
369
Quadrant Capital Group
Ohio
$21K +$3.73K +190 +17%
PCFFS
370
Pacific Center for Financial Services
California
$20K +$294 +15 +1%
WA
371
WealthTrust-Arizona
Arizona
$20K +$19.6K +1,000 New
GLI
372
Guardian Life Insurance
New York
$19K +$157 +8 +0.8%
NFG
373
Next Financial Group
Texas
$19K +$1.47K +75 +8%
AF
374
Allworth Financial
California
$18K – – –
SFSIG
375
San Francisco Sentry Investment Group
California
$16K +$15.7K +800 New
13 14
15
16 17

KIM Hedge Fund Activity: Q3 2017 in Review

416 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q3 2017, worth a combined $7.71B — up 10% from $7B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new KIM positions and 46 closed out — a net gain of 13 holders — while 150 added to existing stakes and 135 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $157M. The largest seller was JP Morgan Chase, cutting an estimated $54.5M.

  • 416 institutional investors held Kimco Realty (KIM) as of Q3 2017, up from 407 in Q2 2017.
  • Funds reported $7.71B of Kimco Realty stock for Q3 2017, up 10% quarter-over-quarter.
  • 59 funds opened new Kimco Realty positions in Q3 2017 and 46 closed out, a net change of +13 holders.
  • The largest Kimco Realty buyer in Q3 2017 was Capital Research Global Investors, an estimated $157M added.
  • The largest Kimco Realty seller in Q3 2017 was JP Morgan Chase, an estimated $54.5M sold.

Based on aggregated 13F filings for Q3 2017.