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Kimco Realty

435 hedge funds and large institutions have $7.69B invested in Kimco Realty in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 157 increasing their positions, 154 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 41

8% more capital invested

Capital invested by funds: $7.1B → $7.69B (+$587M)

1% more funds holding

Funds holding: 430435 (+5)

2% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 154

0.91% less ownership

Funds ownership: 90.93%90.02% (-0.91%)

28% less call options, than puts

Call options by funds: $7.35M | Put options by funds: $10.2M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
435
Holders Change
+5
Holders Change %
+1.16%
% of All Funds
9.45%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
50
Increased
157
Reduced
154
Closed
41
Calls
$7.35M
Puts
$10.2M
Net Calls
-$2.89M
Net Calls Change
-$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
LM
376
Legg Mason
Maryland
$37K
TAM
377
Tiverton Asset Management
Delaware
$32K
ZB
378
Zions Bancorporation
Utah
$30K -$2.61K -144 -8%
EWM
379
Edge Wealth Management
New York
$29K
LWM
380
Liberty Wealth Management
California
$25K +$2.12K +117 +9%
GLI
381
Guardian Life Insurance
New York
$23K +$199 +11 +0.9%
APA
382
American Portfolios Advisors
New York
$22.3K
TPWA
383
TRUE Private Wealth Advisors
Oregon
$22K +$21.9K +1,212 New
PCFFS
384
Pacific Center for Financial Services
California
$21K +$326 +18 +2%
NFG
385
Next Financial Group
Texas
$19K +$1.81K +100 +11%
PA
386
Parallel Advisors
California
$18K +$18 +1 +0.1%
CFGS
387
Concourse Financial Group Securities
Alabama
$17K
AF
388
Allworth Financial
California
$17K +$253 +14 +2%
BBHC
389
Brown Brothers Harriman & Co
New York
$17K +$688 +38 +4%
NIM
390
NuWave Investment Management
New Jersey
$17K +$12.2K +676 +254%
RA
391
Rational Advisors
New York
$17K +$12.2K +676 +254%
BWM
392
BerganKDV Wealth Management
Minnesota
$12K
LWCFA
393
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K
TL
394
TrueWealth LLC
Georgia
$12K
AOWM
395
Alpha Omega Wealth Management
Virginia
$11K
FIB
396
First Interstate Bank
Montana
$11K
PFBT
397
Parkside Financial Bank & Trust
Missouri
$11K
SCA
398
Stonebridge Capital Advisors
Minnesota
$11K +$10.9K +600 New
CFG
399
Citizens Financial Group
Rhode Island
$9K
RFA
400
Reilly Financial Advisors
California
$9K

KIM Hedge Fund Activity: Q2 2019 in Review

435 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q2 2019, worth a combined $7.69B — up 8.3% from $7.1B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new KIM positions and 41 closed out — a net gain of 9 holders — while 157 added to existing stakes and 154 trimmed.

The largest buyer was Ameriprise, adding an estimated $47.5M. The largest seller was PGGM Investments, exiting entirely with an estimated $158M sold.

  • 435 institutional investors held Kimco Realty (KIM) as of Q2 2019, up from 430 in Q1 2019.
  • Funds reported $7.69B of Kimco Realty stock for Q2 2019, up 8.3% quarter-over-quarter.
  • 50 funds opened new Kimco Realty positions in Q2 2019 and 41 closed out, a net change of +9 holders.
  • The largest Kimco Realty buyer in Q2 2019 was Ameriprise, an estimated $47.5M added.
  • The largest Kimco Realty seller in Q2 2019 was PGGM Investments, an estimated $158M sold.

Based on aggregated 13F filings for Q2 2019.