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Kimco Realty

400 hedge funds and large institutions have $4.91B invested in Kimco Realty in 2020 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 114 increasing their positions, 167 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $3.79B → $4.91B (+$1.12B)

2.41% less ownership

Funds ownership: 91.73%89.32% (-2.4%)

5% less funds holding

Funds holding: 420400 (-20)

13% less call options, than puts

Call options by funds: $8.62M | Put options by funds: $9.89M

18% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 82

32% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 167

Holders
400
Holders Change
-20
Holders Change %
-4.76%
% of All Funds
8.2%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.06%
New
67
Increased
114
Reduced
167
Closed
82
Calls
$8.62M
Puts
$9.89M
Net Calls
-$1.28M
Net Calls Change
-$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
351
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K
SCA
352
Stonebridge Capital Advisors
Minnesota
$8K
LFG
353
LifePlan Financial Group
Ohio
$7K
APA
354
American Portfolios Advisors
New York
$6.36K
GWM
355
Geneos Wealth Management
Colorado
$6K -$5.74K -516 -51%
BBHC
356
Brown Brothers Harriman & Co
New York
$6K -$334 -30 -6%
CA
357
Clearstead Advisors
Ohio
$6K
RFA
358
Reilly Financial Advisors
California
$6K
Group One Trading
359
Group One Trading
Illinois
$5K -$57.9K -5,208 -93%
QCG
360
Quadrant Capital Group
Ohio
$5K -$15.2K -1,362 -79%
PK
361
Pflug Koory
Nebraska
$5K
LC
362
Lindbrook Capital
California
$5K +$1.87K +168 +80%
OC
363
Oakworth Capital
Alabama
$5K +$4.34K +390 New
ST
364
Smithfield Trust
Pennsylvania
$5K +$4.45K +400 New
GT
365
Glenmede Trust
Pennsylvania
$4K -$20.2K -1,812 -85%
BCM
366
Blume Capital Management
California
$4K
EARNEST Partners
367
EARNEST Partners
Georgia
$4K
FMII
368
Farmers & Merchants Investments Inc
Nebraska
$4K
JCM
369
Jacobi Capital Management
Pennsylvania
$4K +$3.34K +300 New
RIA
370
RPG Investment Advisory
California
$4K +$3.34K +300 New
MWA
371
MFA Wealth Advisors
Pennsylvania
$3.7K +$3.2K +288 New
TI
372
tru Independence
Oregon
$3.6K -$43.7K -3,925 -1%
GEA
373
Glen Eagle Advisors
New Jersey
$3.47K +$779 +70 +35%
BCA
374
Berman Capital Advisors
Georgia
$3K -$812 -73 -23%
FCA
375
FinTrust Capital Advisors
South Carolina
$3K

KIM Hedge Fund Activity: Q2 2020 in Review

400 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q2 2020, worth a combined $4.91B — up 29% from $3.79B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of KIM and 67 opened new positions — a net loss of 15 holders — while 167 trimmed existing stakes and 114 added.

The largest buyer was Cohen & Steers, adding an estimated $102M. The largest seller was State Street, cutting an estimated $83.4M.

  • 400 institutional investors held Kimco Realty (KIM) as of Q2 2020, down from 420 in Q1 2020.
  • Funds reported $4.91B of Kimco Realty stock for Q2 2020, up 29% quarter-over-quarter.
  • 67 funds opened new Kimco Realty positions in Q2 2020 and 82 closed out, a net change of -15 holders.
  • The largest Kimco Realty buyer in Q2 2020 was Cohen & Steers, an estimated $102M added.
  • The largest Kimco Realty seller in Q2 2020 was State Street, an estimated $83.4M sold.

Based on aggregated 13F filings for Q2 2020.