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Kimco Realty
KIM

420 hedge funds and large institutions have $3.79B invested in Kimco Realty in 2020 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 137 increasing their positions, 160 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $2.98M | Put options by funds: $2.1M

0.94% less ownership

Funds ownership: 92.67% → 91.73% (-0.94%)

4% less funds holding

Funds holding: 438 → 420 (-18)

14% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 160

18% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 73

53% less capital invested

Capital invested by funds: $8.11B → $3.79B (-$4.32B)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
420
Holders Change
-18
Holders Change %
-4.11%
% of All Funds
9.26%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
60
Increased
137
Reduced
160
Closed
73
Calls
$2.98M
Puts
$2.1M
Net Calls
+$871K
Net Calls Change
-$551K

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$175M
2
Invesco
Invesco
Georgia
+$113M
3
PP
Prudential plc
United Kingdom
+$73.7M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
+$58M
5
MHI
Miller Howard Investments
New York
+$34.4M

Top Sellers

1
ZP
Zimmer Partners
New York
-$80.8M
2
MMH
Menora Mivtachim Holdings
Israel
-$78.3M
3
Morgan Stanley
Morgan Stanley
New York
-$60.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$45.3M
5
Goldman Sachs
Goldman Sachs
New York
-$38.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
351
Sutton Wealth Advisors
Florida
$19.6K -$3.62K -211 -9%
Lazard Asset Management
352
Lazard Asset Management
New York
$18K +$32.9K +1,915 New
QCG
353
Quadrant Capital Group
Ohio
$16K -$55.7K -3,241 -65%
EWM
354
Edge Wealth Management
New York
$15K – – –
LWM
355
Liberty Wealth Management
California
$13K – – –
AT
356
Arden Trust
Delaware
$12K +$20.6K +1,200 New
PCFFS
357
Pacific Center for Financial Services
California
$11K – – –
TPWA
358
TRUE Private Wealth Advisors
Oregon
$11K – – –
SIS
359
Sound Income Strategies
Florida
$11K +$20.1K +1,170 New
ZB
360
Zions Bancorporation
Utah
$10K -$7.37K -429 -30%
GWM
361
Geneos Wealth Management
Colorado
$10K -$6.41K -373 -27%
IA
362
IFP Advisors
Florida
$10K +$6.82K +397 +80%
FHA
363
First Horizon Advisors
Tennessee
$10K +$18.4K +1,070 New
CFGS
364
Concourse Financial Group Securities
Alabama
$9K -$3.11K -181 -16%
AF
365
Allworth Financial
California
$9K +$223 +13 +1%
PFO
366
Pathstone Family Office
New Jersey
$9K +$15.8K +917 New
Rockefeller Capital Management
367
Rockefeller Capital Management
New York
$8K -$65.3K -3,803 -83%
IRAG
368
Investment Research & Advisory Group
Georgia
$8K – – –
AIM
369
AIA Investment Management
Singapore
$7K – – –
TL
370
TrueWealth LLC
Georgia
$7K +$172 +10 +1%
HRC
371
Hoertkorn Richard Charles
$7K +$3.44K +200 +36%
PFBT
372
Parkside Financial Bank & Trust
Missouri
$6K -$2.03K -118 -18%
LWCFA
373
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K – – –
SCA
374
Stonebridge Capital Advisors
Minnesota
$6K – – –
BWM
375
BerganKDV Wealth Management
Minnesota
$6K +$155 +9 +1%
13 14
15
16 17

KIM Hedge Fund Activity: Q1 2020 in Review

420 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q1 2020, worth a combined $3.79B — down 53% from $8.11B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of KIM and 60 opened new positions — a net loss of 13 holders — while 160 trimmed existing stakes and 137 added.

The largest buyer was Cohen & Steers, adding an estimated $175M. The largest seller was Zimmer Partners, exiting entirely with an estimated $80.8M sold.

  • 420 institutional investors held Kimco Realty (KIM) as of Q1 2020, down from 438 in Q4 2019.
  • Funds reported $3.79B of Kimco Realty stock for Q1 2020, down 53% quarter-over-quarter.
  • 60 funds opened new Kimco Realty positions in Q1 2020 and 73 closed out, a net change of -13 holders.
  • The largest Kimco Realty buyer in Q1 2020 was Cohen & Steers, an estimated $175M added.
  • The largest Kimco Realty seller in Q1 2020 was Zimmer Partners, an estimated $80.8M sold.

Based on aggregated 13F filings for Q1 2020.