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Kimco Realty

432 hedge funds and large institutions have $7.99B invested in Kimco Realty in 2019 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 141 increasing their positions, 175 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $7.69B → $7.99B (+$304M)

0.65% more ownership

Funds ownership: 90.02%90.68% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less funds holding

Funds holding: 435432 (-3)

4% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 53

19% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 175

50% less call options, than puts

Call options by funds: $3.14M | Put options by funds: $6.22M

Holders
432
Holders Change
-3
Holders Change %
-0.69%
% of All Funds
9.47%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
51
Increased
141
Reduced
175
Closed
53
Calls
$3.14M
Puts
$6.22M
Net Calls
-$3.08M
Net Calls Change
-$190K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
376
Allworth Financial
California
$19K +$266 +14 +2%
LWCFA
377
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K
BWM
378
BerganKDV Wealth Management
Minnesota
$14K +$12.4K +650 New
TL
379
TrueWealth LLC
Georgia
$14K +$12.7K +667 New
AF
380
Advisornet Financial
Minnesota
$13K -$535K -28,099 -98%
FIB
381
First Interstate Bank
Montana
$13K
PFBT
382
Parkside Financial Bank & Trust
Missouri
$13K
SCA
383
Stonebridge Capital Advisors
Minnesota
$13K
PFO
384
Pathstone Family Office
New Jersey
$13K +$12.4K +650 New
LFG
385
LifePlan Financial Group
Ohio
$11K +$10.5K +550 New
CFG
386
Citizens Financial Group
Rhode Island
$10K -$552 -29 -6%
RFA
387
Reilly Financial Advisors
California
$10K
TWA
388
TCI Wealth Advisors
Arizona
$9K
TFO
389
Tarbox Family Office
California
$9K +$5.71K +300 +217%
BL
390
Balentine LLC
Georgia
$8K
PK
391
Pflug Koory
Nebraska
$8K
SIM
392
Sonora Investment Management
Arizona
$8K
SFA
393
Semmax Financial Advisors
North Carolina
$8K +$7.16K +376 New
CBT
394
Central Bank & Trust
Kentucky
$8K +$7.61K +400 New
FMII
395
Farmers & Merchants Investments Inc
Nebraska
$7K
SPIA
396
Steward Partners Investment Advisory
New York
$7K
EW
397
Evoke Wealth
California
$6.88K +$6.26K +329 New
BCM
398
Blume Capital Management
California
$6K
EARNEST Partners
399
EARNEST Partners
Georgia
$6K
FCA
400
FinTrust Capital Advisors
South Carolina
$6K

KIM Hedge Fund Activity: Q3 2019 in Review

432 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q3 2019, worth a combined $7.99B — up 4% from $7.69B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of KIM and 51 opened new positions — a net loss of 2 holders — while 175 trimmed existing stakes and 141 added.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $150M. The largest seller was Bank of New York Mellon, cutting an estimated $48.3M.

  • 432 institutional investors held Kimco Realty (KIM) as of Q3 2019, down from 435 in Q2 2019.
  • Funds reported $7.99B of Kimco Realty stock for Q3 2019, up 4% quarter-over-quarter.
  • 51 funds opened new Kimco Realty positions in Q3 2019 and 53 closed out, a net change of -2 holders.
  • The largest Kimco Realty buyer in Q3 2019 was Cohen & Steers, an estimated $150M added.
  • The largest Kimco Realty seller in Q3 2019 was Bank of New York Mellon, an estimated $48.3M sold.

Based on aggregated 13F filings for Q3 2019.