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Kimco Realty

434 hedge funds and large institutions have $5.39B invested in Kimco Realty in 2018 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 177 increasing their positions, 130 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

36% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 130

1.88% less ownership

Funds ownership: 90.06%88.18% (-1.9%)

5% less funds holding

Funds holding: 459434 (-25)

22% less capital invested

Capital invested by funds: $6.95B → $5.39B (-$1.56B)

24% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 79

64% less call options, than puts

Call options by funds: $3.52M | Put options by funds: $9.78M

Holders
434
Holders Change
-25
Holders Change %
-5.45%
% of All Funds
9.95%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
60
Increased
177
Reduced
130
Closed
79
Calls
$3.52M
Puts
$9.78M
Net Calls
-$6.26M
Net Calls Change
-$2.91M
Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
376
Pacific Center for Financial Services
California
$15K +$277 +18 +2%
ZB
377
Zions Bancorporation
Utah
$15K +$15.9K +1,034 New
GLI
378
Guardian Life Insurance
New York
$14K -$6.31K -410 -30%
LWCFA
379
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K -$52.7K -3,425 -79%
AF
380
Allworth Financial
California
$13K
APA
381
American Portfolios Advisors
New York
$12K
PFGIA
382
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$139 +9 +1%
Bessemer Group
383
Bessemer Group
New Jersey
$12K +$601 +39 +5%
Lazard Asset Management
384
Lazard Asset Management
New York
$12K +$4.22K +274 +48%
APP
385
Avantax Planning Partners
Iowa
$12K +$12.9K +840 New
NSIM
386
North Star Investment Management
Illinois
$11K +$5.39K +350 +92%
PCP
387
Proficio Capital Partners
Massachusetts
$10K +$6.01K +390 +134%
AOWM
388
Alpha Omega Wealth Management
Virginia
$9K
FIB
389
First Interstate Bank
Montana
$9K
BBHC
390
Brown Brothers Harriman & Co
New York
$8K -$20K -1,297 -69%
PA
391
Parallel Advisors
California
$8K -$6.51K -423 -43%
JCM
392
Jacobi Capital Management
Pennsylvania
$7K +$123 +8 +2%
GFP
393
Gryphon Financial Partners
Ohio
$7K +$4.31K +280 +136%
MAM
394
Meeder Asset Management
Ohio
$7K +$6.96K +452 New
KA
395
Kaizen Advisory
Illinois
$6K
TCOV
396
Trust Company of Vermont
Vermont
$6K
FC
397
Ferris Capital
Massachusetts
$6K +$6.02K +391 New
PK
398
Pflug Koory
Nebraska
$6K +$6.1K +396 New
RA
399
Rational Advisors
New York
$6K +$6.1K +396 New
SIM
400
Sonora Investment Management
Arizona
$5.85K -$1.54K -100 -20%

KIM Hedge Fund Activity: Q1 2018 in Review

434 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q1 2018, worth a combined $5.39B — down 22% from $6.95B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of KIM and 60 opened new positions — a net loss of 19 holders — while 130 trimmed existing stakes and 177 added.

The largest buyer was Amundi Asset Management US, adding an estimated $39.7M. The largest seller was Invesco, cutting an estimated $101M.

  • 434 institutional investors held Kimco Realty (KIM) as of Q1 2018, down from 459 in Q4 2017.
  • Funds reported $5.39B of Kimco Realty stock for Q1 2018, down 22% quarter-over-quarter.
  • 60 funds opened new Kimco Realty positions in Q1 2018 and 79 closed out, a net change of -19 holders.
  • The largest Kimco Realty buyer in Q1 2018 was Amundi Asset Management US, an estimated $39.7M added.
  • The largest Kimco Realty seller in Q1 2018 was Invesco, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2018.