We are live on ! Find out more
KIM icon

Kimco Realty

438 hedge funds and large institutions have $8.11B invested in Kimco Realty in 2019 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 153 increasing their positions, 162 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $4.79M | Put options by funds: $3.37M

33% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 42

2% more ownership

Funds ownership: 90.68%92.67% (+2%)

1% more funds holding

Funds holding: 432438 (+6)

2% more capital invested

Capital invested by funds: $7.99B → $8.11B (+$121M)

6% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 162

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
438
Holders Change
+6
Holders Change %
+1.39%
% of All Funds
8.63%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
56
Increased
153
Reduced
162
Closed
42
Calls
$4.79M
Puts
$3.37M
Net Calls
+$1.42M
Net Calls Change
+$4.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
351
Cutler Group
California
$86K -$24.5K -1,168 -22%
FMP
352
Financial Management Professionals
Texas
$83K
LS
353
Livforsakringsbolaget Skandia
Sweden
$78K
Carson Wealth (CWM LLC)
354
Carson Wealth (CWM LLC)
Nebraska
$71K
CIA
355
CSat Investment Advisory
Michigan
$64K +$4.78K +228 +8%
FCM
356
Firestone Capital Management
Florida
$63K +$63.6K +3,030 New
AWM
357
AllSquare Wealth Management
New York
$56K
TPCW
358
TD Private Client Wealth
New York
$51.4K +$52.1K +2,482 New
IFAM
359
Institutional & Family Asset Management
Colorado
$48K -$2.54K -121 -5%
SWA
360
Sutton Wealth Advisors
Florida
$46.3K
PI
361
PineBridge Investments
New York
$46K -$3.89M -185,645 -99%
GT
362
Glenmede Trust
Pennsylvania
$44K -$3.29K -157 -7%
PCG
363
Private Capital Group
Connecticut
$44K +$11.1K +531 +33%
LM
364
Legg Mason
Maryland
$40K
EWM
365
Edge Wealth Management
New York
$33K
ZB
366
Zions Bancorporation
Utah
$30K -$3.59K -171 -11%
GWM
367
Geneos Wealth Management
Colorado
$28K -$131K -6,249 -82%
LWM
368
Liberty Wealth Management
California
$27K +$1.49K +71 +6%
GLI
369
Guardian Life Insurance
New York
$26K +$168 +8 +0.6%
TPWA
370
TRUE Private Wealth Advisors
Oregon
$25K +$25.4K +1,212 New
PCFFS
371
Pacific Center for Financial Services
California
$24K
HNB
372
Huntington National Bank
Ohio
$24K +$462 +22 +2%
MWP
373
Meridian Wealth Partners
Pennsylvania
$23K +$23.1K +1,100 New
CFGS
374
Concourse Financial Group Securities
Alabama
$23K +$23.3K +1,111 New
FGAM
375
Financial Gravity Asset Management
Texas
$21K -$210 -10 -83%

KIM Hedge Fund Activity: Q4 2019 in Review

438 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q4 2019, worth a combined $8.11B — up 1.5% from $7.99B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new KIM positions and 42 closed out — a net gain of 14 holders — while 153 added to existing stakes and 162 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $81.9M. The largest seller was Bank of New York Mellon, cutting an estimated $76.2M.

  • 438 institutional investors held Kimco Realty (KIM) as of Q4 2019, up from 432 in Q3 2019.
  • Funds reported $8.11B of Kimco Realty stock for Q4 2019, up 1.5% quarter-over-quarter.
  • 56 funds opened new Kimco Realty positions in Q4 2019 and 42 closed out, a net change of +14 holders.
  • The largest Kimco Realty buyer in Q4 2019 was Zimmer Partners, an estimated $81.9M added.
  • The largest Kimco Realty seller in Q4 2019 was Bank of New York Mellon, an estimated $76.2M sold.

Based on aggregated 13F filings for Q4 2019.