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Kimco Realty

434 hedge funds and large institutions have $5.39B invested in Kimco Realty in 2018 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 177 increasing their positions, 130 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

36% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 130

1.88% less ownership

Funds ownership: 90.06%88.18% (-1.9%)

5% less funds holding

Funds holding: 459434 (-25)

22% less capital invested

Capital invested by funds: $6.95B → $5.39B (-$1.56B)

24% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 79

64% less call options, than puts

Call options by funds: $3.52M | Put options by funds: $9.78M

Holders
434
Holders Change
-25
Holders Change %
-5.45%
% of All Funds
9.95%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
60
Increased
177
Reduced
130
Closed
79
Calls
$3.52M
Puts
$9.78M
Net Calls
-$6.26M
Net Calls Change
-$2.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
351
Northwestern Mutual Wealth Management
Wisconsin
$46K +$14.3K +926 +41%
EMG
352
ETF Managers Group
New Jersey
$45K +$6.16K +400 +14%
DCM
353
Dupont Capital Management
Delaware
$39K -$956K -62,058 -96%
FGC
354
Financial Gravity Companies
Texas
$39K +$5.51K +358 +15%
FGAM
355
Financial Gravity Asset Management
Texas
$39K +$41.6K +2,702 New
KF
356
Krilogy Financial
Missouri
$36K
ARMT
357
Amica Retiree Medical Trust
Rhode Island
$33K
DWM
358
Destination Wealth Management
California
$33K +$35K +2,271 New
IDBONY
359
Israel Discount Bank of New York
New York
$30K
SWA
360
Sutton Wealth Advisors
Florida
$29.7K +$46 +3 +0.1%
CBT
361
Capital Bank & Trust
California
$29K
ACA
362
Atlas Capital Advisors
Wyoming
$27.2K +$29.1K +1,891 New
GWM
363
Geneos Wealth Management
Colorado
$26K +$92 +6 +0.3%
TAM
364
Tiverton Asset Management
Delaware
$25K -$11.1K -719 -30%
PAI
365
Pittenger & Anderson Inc
Nebraska
$24K -$23.9K -1,554 -49%
EWM
366
Edge Wealth Management
New York
$23K
Envestnet Asset Management
367
Envestnet Asset Management
Illinois
$22K -$21.9K -1,419 -48%
QCG
368
Quadrant Capital Group
Ohio
$22K +$8.24K +535 +45%
FMTCOCP
369
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20.4K
First Manhattan
370
First Manhattan
New York
$20K -$29.3K -1,900 -58%
PFA
371
Pathway Financial Advisors
Vermont
$19K
FANJ
372
Financial Architects (New Jersey)
New Jersey
$18K
S
373
SignatureFD
Georgia
$18K +$19.1K +1,240 New
SLF
374
Sun Life Financial
Ontario, Canada
$16.4K -$1.68M -108,782 -100%
NIM
375
NuWave Investment Management
New Jersey
$16K +$16.9K +1,096 +3,044%

KIM Hedge Fund Activity: Q1 2018 in Review

434 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q1 2018, worth a combined $5.39B — down 22% from $6.95B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of KIM and 60 opened new positions — a net loss of 19 holders — while 130 trimmed existing stakes and 177 added.

The largest buyer was Amundi Asset Management US, adding an estimated $39.7M. The largest seller was Invesco, cutting an estimated $101M.

  • 434 institutional investors held Kimco Realty (KIM) as of Q1 2018, down from 459 in Q4 2017.
  • Funds reported $5.39B of Kimco Realty stock for Q1 2018, down 22% quarter-over-quarter.
  • 60 funds opened new Kimco Realty positions in Q1 2018 and 79 closed out, a net change of -19 holders.
  • The largest Kimco Realty buyer in Q1 2018 was Amundi Asset Management US, an estimated $39.7M added.
  • The largest Kimco Realty seller in Q1 2018 was Invesco, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2018.