We are live on ! Find out more
KIM icon

Kimco Realty

412 hedge funds and large institutions have $9.79B invested in Kimco Realty in 2016 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 154 increasing their positions, 138 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 42

12% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 138

1% more funds holding

Funds holding: 407412 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.69% less ownership

Funds ownership: 93.26%91.57% (-1.7%)

13% less capital invested

Capital invested by funds: $11.3B → $9.79B (-$1.52B)

45% less call options, than puts

Call options by funds: $2.17M | Put options by funds: $3.93M

Holders
412
Holders Change
+5
Holders Change %
+1.23%
% of All Funds
10.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
53
Increased
154
Reduced
138
Closed
42
Calls
$2.17M
Puts
$3.93M
Net Calls
-$1.76M
Net Calls Change
-$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
FIB
376
First Interstate Bank
Montana
$15K
PMFA
377
Plante Moran Financial Advisors
Michigan
$14K +$1.58K +60 +13%
LCM
378
Liberty Capital Management
Michigan
$13K
Lazard Asset Management
379
Lazard Asset Management
New York
$12K
Carson Wealth (CWM LLC)
380
Carson Wealth (CWM LLC)
Nebraska
$10K
WTB
381
Washington Trust Bank
Washington
$10K
ZB
382
Zions Bancorporation
Utah
$10K +$2.37K +90 +29%
AA
383
AlphaMark Advisors
Kentucky
$10K +$10.5K +400 New
RFA
384
Reilly Financial Advisors
California
$9K +$10.1K +385 New
CTC
385
Central Trust Company
Missouri
$8K -$948 -36 -11%
BCM
386
Blume Capital Management
California
$8K
RWA
387
Ropes Wealth Advisors
Massachusetts
$8K +$8.17K +310 New
DADC
388
D.A. Davidson & Co
Montana
$7K
FMII
389
Farmers & Merchants Investments Inc
Nebraska
$7K
HR
390
Howe & Rusling
New York
$7K
EDRH
391
Edmond de Rothschild Holding
Switzerland
$7K +$3.24K +123 +90%
GBT
392
Grove Bank & Trust
Florida
$7K +$7.11K +270 New
WPA
393
West Paces Advisors
Georgia
$6.69K +$7.01K +266 New
TWA
394
TCI Wealth Advisors
Arizona
$6K +$2.63K +100 +84%
DBT
395
Dubuque Bank & Trust
Iowa
$6K +$5.88K +223 New
EARNEST Partners
396
EARNEST Partners
Georgia
$6K +$5.88K +223 New
Fifth Third Bancorp
397
Fifth Third Bancorp
Ohio
$5K -$24.7K -938 -84%
WA
398
WFG Advisors
Texas
$5K +$53 +2 +1%
AA
399
Apriem Advisors
California
$4K +$3.95K +150 New
AF
400
Arrow Financial
New York
$3K

KIM Hedge Fund Activity: Q4 2016 in Review

412 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q4 2016, worth a combined $9.79B — down 13% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new KIM positions and 42 closed out — a net gain of 11 holders — while 154 added to existing stakes and 138 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $160M. The largest seller was Goldman Sachs, cutting an estimated $120M.

  • 412 institutional investors held Kimco Realty (KIM) as of Q4 2016, up from 407 in Q3 2016.
  • Funds reported $9.79B of Kimco Realty stock for Q4 2016, down 13% quarter-over-quarter.
  • 53 funds opened new Kimco Realty positions in Q4 2016 and 42 closed out, a net change of +11 holders.
  • The largest Kimco Realty buyer in Q4 2016 was Bank of New York Mellon, an estimated $160M added.
  • The largest Kimco Realty seller in Q4 2016 was Goldman Sachs, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2016.