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Kimco Realty

407 hedge funds and large institutions have $7B invested in Kimco Realty in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 169 increasing their positions, 133 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 133

2% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 44

0% less funds holding

Funds holding: 408407 (-1)

1.38% less ownership

Funds ownership: 90.96%89.58% (-1.4%)

18% less capital invested

Capital invested by funds: $8.55B → $7B (-$1.55B)

56% less call options, than puts

Call options by funds: $6.64M | Put options by funds: $15.1M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
407
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
10.15%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
45
Increased
169
Reduced
133
Closed
44
Calls
$6.64M
Puts
$15.1M
Net Calls
-$8.41M
Net Calls Change
-$3.98M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
376
Brown Brothers Harriman & Co
New York
$10K
SIM
377
Sonora Investment Management
Arizona
$9.29K +$9.93K +506 New
LCM
378
Liberty Capital Management
Michigan
$9K
JCM
379
Jacobi Capital Management
Pennsylvania
$9K +$9.81K +500 New
FC
380
Ferris Capital
Massachusetts
$8K +$9.02K +460 New
Korea Investment Corp
381
Korea Investment Corp
South Korea
$7K -$24.3K -1,240 -77%
AA
382
AlphaMark Advisors
Kentucky
$7K -$7.85K -400 -50%
QCG
383
Quadrant Capital Group
Ohio
$7K +$5.3K +270 +33%
BCM
384
Blume Capital Management
California
$6K
CTC
385
Central Trust Company
Missouri
$6K
GBT
386
Grove Bank & Trust
Florida
$6K +$1.37K +70 +26%
DADC
387
D.A. Davidson & Co
Montana
$5K
FMII
388
Farmers & Merchants Investments Inc
Nebraska
$5K
PCP
389
Proficio Capital Partners
Massachusetts
$4K -$4.47K -228 -56%
DBT
390
Dubuque Bank & Trust
Iowa
$4K
WPA
391
West Paces Advisors
Georgia
$3.25K
MFBTD
392
MB Financial Bank - Trust Department
Illinois
$3K
PFBT
393
Parkside Financial Bank & Trust
Missouri
$3K +$1.96K +100 +132%
BL
394
Balentine LLC
Georgia
$3K +$2.75K +140 New
OFW
395
Omnia Family Wealth
Florida
$3K +$2.84K +145 New
PRS
396
Pinkerton Retirement Specialists
Idaho
$3K +$3.04K +155 New
HI
397
Hudock Inc
Pennsylvania
$3K +$3.92K +200 New
TWA
398
TCI Wealth Advisors
Arizona
$2K -$118 -6 -5%
AF
399
Arrow Financial
New York
$2K
BWM
400
Baystate Wealth Management
Massachusetts
$2K +$20 +1 +1%

KIM Hedge Fund Activity: Q2 2017 in Review

407 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q2 2017, worth a combined $7B — down 18% from $8.55B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new KIM positions and 44 closed out — a net gain of 1 holder — while 169 added to existing stakes and 133 trimmed.

The largest buyer was Invesco, adding an estimated $76.3M. The largest seller was JP Morgan Chase, cutting an estimated $209M.

  • 407 institutional investors held Kimco Realty (KIM) as of Q2 2017, down from 408 in Q1 2017.
  • Funds reported $7B of Kimco Realty stock for Q2 2017, down 18% quarter-over-quarter.
  • 45 funds opened new Kimco Realty positions in Q2 2017 and 44 closed out, a net change of +1 holder.
  • The largest Kimco Realty buyer in Q2 2017 was Invesco, an estimated $76.3M added.
  • The largest Kimco Realty seller in Q2 2017 was JP Morgan Chase, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2017.