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Kimco Realty

438 hedge funds and large institutions have $8.11B invested in Kimco Realty in 2019 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 153 increasing their positions, 162 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $4.79M | Put options by funds: $3.37M

33% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 42

2% more ownership

Funds ownership: 90.68%92.67% (+2%)

1% more funds holding

Funds holding: 432438 (+6)

2% more capital invested

Capital invested by funds: $7.99B → $8.11B (+$121M)

6% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 162

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
438
Holders Change
+6
Holders Change %
+1.39%
% of All Funds
8.63%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
56
Increased
153
Reduced
162
Closed
42
Calls
$4.79M
Puts
$3.37M
Net Calls
+$1.42M
Net Calls Change
+$4.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
376
Parallel Advisors
California
$21K +$147 +7 +0.7%
OSAM
377
O'Shaughnessy Asset Management
Connecticut
$21K +$17.1K +814 +388%
BBHC
378
Brown Brothers Harriman & Co
New York
$19K -$1.34K -64 -7%
AF
379
Allworth Financial
California
$19K +$273 +13 +1%
BC
380
Barnett & Company
Tennessee
$17K +$17.2K +821 New
IRAG
381
Investment Research & Advisory Group
Georgia
$17K +$17.6K +840 New
AIM
382
AIA Investment Management
Singapore
$15K +$15K +716 New
LWCFA
383
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K
BWM
384
BerganKDV Wealth Management
Minnesota
$14K +$189 +9 +1%
TL
385
TrueWealth LLC
Georgia
$14K +$189 +9 +1%
PFBT
386
Parkside Financial Bank & Trust
Missouri
$13K +$608 +29 +5%
AF
387
Advisornet Financial
Minnesota
$12K
FIB
388
First Interstate Bank
Montana
$12K
SCA
389
Stonebridge Capital Advisors
Minnesota
$12K
IA
390
IFP Advisors
Florida
$11K -$14.7K -699 -58%
LFG
391
LifePlan Financial Group
Ohio
$11K
HRC
392
Hoertkorn Richard Charles
$11K +$5.25K +250 +83%
CHAM
393
Clear Harbor Asset Management
Connecticut
$10.4K +$10.5K +500 New
APA
394
American Portfolios Advisors
New York
$10.3K -$14.9K -710 -59%
RFA
395
Reilly Financial Advisors
California
$10K
Capstone Investment Advisors
396
Capstone Investment Advisors
New York
$10K +$9.73K +464 New
BFEC
397
Benjamin F. Edwards & Company
Missouri
$9K +$4.2K +200 +84%
AW
398
Alpha Windward
Massachusetts
$8K -$14.4K -685 -65%
TFO
399
Tarbox Family Office
California
$8K -$1.07K -51 -12%
PK
400
Pflug Koory
Nebraska
$8K

KIM Hedge Fund Activity: Q4 2019 in Review

438 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q4 2019, worth a combined $8.11B — up 1.5% from $7.99B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new KIM positions and 42 closed out — a net gain of 14 holders — while 153 added to existing stakes and 162 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $81.9M. The largest seller was Bank of New York Mellon, cutting an estimated $76.2M.

  • 438 institutional investors held Kimco Realty (KIM) as of Q4 2019, up from 432 in Q3 2019.
  • Funds reported $8.11B of Kimco Realty stock for Q4 2019, up 1.5% quarter-over-quarter.
  • 56 funds opened new Kimco Realty positions in Q4 2019 and 42 closed out, a net change of +14 holders.
  • The largest Kimco Realty buyer in Q4 2019 was Zimmer Partners, an estimated $81.9M added.
  • The largest Kimco Realty seller in Q4 2019 was Bank of New York Mellon, an estimated $76.2M sold.

Based on aggregated 13F filings for Q4 2019.