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Kimco Realty

435 hedge funds and large institutions have $7.69B invested in Kimco Realty in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 157 increasing their positions, 154 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 41

8% more capital invested

Capital invested by funds: $7.1B → $7.69B (+$587M)

1% more funds holding

Funds holding: 430435 (+5)

2% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 154

0.91% less ownership

Funds ownership: 90.93%90.02% (-0.91%)

28% less call options, than puts

Call options by funds: $7.35M | Put options by funds: $10.2M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
435
Holders Change
+5
Holders Change %
+1.16%
% of All Funds
9.45%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
50
Increased
157
Reduced
154
Closed
41
Calls
$7.35M
Puts
$10.2M
Net Calls
-$2.89M
Net Calls Change
-$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
351
PEAK6 Investments
Illinois
$172K +$168K +9,290 New
AIP
352
Ameritas Investment Partners
Nebraska
$147K
GWM
353
Geneos Wealth Management
Colorado
$132K +$4.36K +241 +3%
AssetMark Inc
354
AssetMark Inc
California
$129K -$9.27K -512 -7%
MERSOM
355
Municipal Employees' Retirement System of Michigan
Michigan
$108K -$638K -35,220 -86%
PG
356
Proffitt & Goodson
Tennessee
$98K
Rockefeller Capital Management
357
Rockefeller Capital Management
New York
$95K -$24.5K -1,355 -21%
Bessemer Group
358
Bessemer Group
New Jersey
$90K -$29.7M -1,638,915 -100%
MA
359
MUFG Americas
New York
$83K
QCG
360
Quadrant Capital Group
Ohio
$83K +$34.8K +1,925 +67%
ASN
361
Advisory Services Network
Georgia
$81K -$5.21K -288 -6%
Federated Hermes
362
Federated Hermes
Pennsylvania
$76K -$3.91K -216 -5%
FMP
363
Financial Management Professionals
Texas
$74K
S
364
SignatureFD
Georgia
$71K -$6.68K -369 -9%
Carson Wealth (CWM LLC)
365
Carson Wealth (CWM LLC)
Nebraska
$71K
LS
366
Livforsakringsbolaget Skandia
Sweden
$70K
VFA
367
Valeo Financial Advisors
Indiana
$67K +$65.5K +3,616 New
AWM
368
AllSquare Wealth Management
New York
$59K
CIA
369
CSat Investment Advisory
Michigan
$53K +$10.1K +558 +24%
AIL
370
AGF Investments LLC
Ontario, Canada
$52K +$3.11K +172 +7%
BCI
371
Brinker Capital Investments
Pennsylvania
$51K +$49.8K +2,753 New
LB
372
Legacy Bridge
Iowa
$43K
DWM
373
Destination Wealth Management
California
$42K
SWA
374
Sutton Wealth Advisors
Florida
$41.3K
CBT
375
Capital Bank & Trust
California
$37K

KIM Hedge Fund Activity: Q2 2019 in Review

435 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q2 2019, worth a combined $7.69B — up 8.3% from $7.1B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new KIM positions and 41 closed out — a net gain of 9 holders — while 157 added to existing stakes and 154 trimmed.

The largest buyer was Ameriprise, adding an estimated $47.5M. The largest seller was PGGM Investments, exiting entirely with an estimated $158M sold.

  • 435 institutional investors held Kimco Realty (KIM) as of Q2 2019, up from 430 in Q1 2019.
  • Funds reported $7.69B of Kimco Realty stock for Q2 2019, up 8.3% quarter-over-quarter.
  • 50 funds opened new Kimco Realty positions in Q2 2019 and 41 closed out, a net change of +9 holders.
  • The largest Kimco Realty buyer in Q2 2019 was Ameriprise, an estimated $47.5M added.
  • The largest Kimco Realty seller in Q2 2019 was PGGM Investments, an estimated $158M sold.

Based on aggregated 13F filings for Q2 2019.