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Kimco Realty
KIM

416 hedge funds and large institutions have $7.71B invested in Kimco Realty in 2017 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 135 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

11% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 135

10% more capital invested

Capital invested by funds: $7B → $7.71B (+$714M)

3.13% more ownership

Funds ownership: 89.58% → 92.72% (+3.1%)

2% more funds holding

Funds holding: 407 → 416 (+9)

43% less call options, than puts

Call options by funds: $6.05M | Put options by funds: $10.7M

Holders
416
Holders Change
+9
Holders Change %
+2.21%
% of All Funds
10.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
150
Reduced
135
Closed
46
Calls
$6.05M
Puts
$10.7M
Net Calls
-$4.64M
Net Calls Change
+$3.78M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$157M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$53.3M
3
American Century Companies
American Century Companies
Missouri
+$44.5M
4
Credit Agricole
Credit Agricole
France
+$28.5M
5
HCM
Hamlin Capital Management
New York
+$23.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$54.5M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$24.1M
3
Two Sigma Investments
Two Sigma Investments
New York
-$24M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$21.6M
5
MWNA
Marshall Wace North America
New York
-$18M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
376
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$137 +7 +0.9%
EWM
377
Evercore Wealth Management
New York
$12K – – –
FIB
378
First Interstate Bank
Montana
$12K – – –
FHA
379
First Horizon Advisors
Tennessee
$10K -$6.02K -307 -38%
BBHC
380
Brown Brothers Harriman & Co
New York
$10K – – –
JCM
381
Jacobi Capital Management
Pennsylvania
$10K – – –
PFBT
382
Parkside Financial Bank & Trust
Missouri
$10K +$6.53K +333 +189%
SIM
383
Sonora Investment Management
Arizona
$9.89K – – –
LCM
384
Liberty Capital Management
Michigan
$9K – – –
Twin Tree Management
385
Twin Tree Management
Texas
$9K +$9.26K +472 New
AA
386
AlphaMark Advisors
Kentucky
$8K – – –
FMII
387
Farmers & Merchants Investments Inc
Nebraska
$8K +$2.49K +127 +48%
Korea Investment Corp
388
Korea Investment Corp
South Korea
$7K – – –
DBT
389
Dubuque Bank & Trust
Iowa
$7K +$3.04K +155 +70%
CAW
390
Cornerstone Advisors (Washington)
Washington
$7K +$6.81K +347 New
BCM
391
Blume Capital Management
California
$6K – – –
PCP
392
Proficio Capital Partners
Massachusetts
$6K +$2.08K +106 +58%
NSIM
393
North Star Investment Management
Illinois
$5K +$5.49K +280 New
GBT
394
Grove Bank & Trust
Florida
$4K -$2.94K -150 -44%
HI
395
Hudock Inc
Pennsylvania
$4K +$490 +25 +13%
CHP
396
Cable Hill Partners
Oregon
$4K +$3.61K +184 New
BL
397
Balentine LLC
Georgia
$3K – – –
MFBTD
398
MB Financial Bank - Trust Department
Illinois
$3K – – –
OFW
399
Omnia Family Wealth
Florida
$3K – – –
PRS
400
Pinkerton Retirement Specialists
Idaho
$3K +$39 +2 +1%
14 15
16
17 18

KIM Hedge Fund Activity: Q3 2017 in Review

416 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q3 2017, worth a combined $7.71B — up 10% from $7B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new KIM positions and 46 closed out — a net gain of 13 holders — while 150 added to existing stakes and 135 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $157M. The largest seller was JP Morgan Chase, cutting an estimated $54.5M.

  • 416 institutional investors held Kimco Realty (KIM) as of Q3 2017, up from 407 in Q2 2017.
  • Funds reported $7.71B of Kimco Realty stock for Q3 2017, up 10% quarter-over-quarter.
  • 59 funds opened new Kimco Realty positions in Q3 2017 and 46 closed out, a net change of +13 holders.
  • The largest Kimco Realty buyer in Q3 2017 was Capital Research Global Investors, an estimated $157M added.
  • The largest Kimco Realty seller in Q3 2017 was JP Morgan Chase, an estimated $54.5M sold.

Based on aggregated 13F filings for Q3 2017.