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Kimco Realty

400 hedge funds and large institutions have $4.91B invested in Kimco Realty in 2020 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 114 increasing their positions, 167 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $3.79B → $4.91B (+$1.12B)

2.41% less ownership

Funds ownership: 91.73%89.32% (-2.4%)

5% less funds holding

Funds holding: 420400 (-20)

13% less call options, than puts

Call options by funds: $8.62M | Put options by funds: $9.89M

18% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 82

32% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 167

Holders
400
Holders Change
-20
Holders Change %
-4.76%
% of All Funds
8.2%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.06%
New
67
Increased
114
Reduced
167
Closed
82
Calls
$8.62M
Puts
$9.89M
Net Calls
-$1.28M
Net Calls Change
-$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
376
Lenox Wealth Management
Ohio
$3K
PA
377
Procyon Advisors
Connecticut
$3K
CI
378
CX Institutional
Indiana
$3K +$1.21K +109 +91%
EI
379
Ellevest Inc
New York
$3K +$1.21K +109 +96%
EW
380
Evoke Wealth
California
$3K +$1.58K +142 +121%
EWA
381
Evolution Wealth Advisors
Florida
$3K +$2.3K +207 New
HIA
382
Harbor Investment Advisory
Maryland
$3K +$2.69K +242 New
QT
383
Quantbot Technologies
New York
$3K +$2.88K +259 New
CIM
384
Centersquare Investment Management
Pennsylvania
$2K -$5.56M -500,094 -100%
ZB
385
Zions Bancorporation
Utah
$2K -$9K -809 -81%
M
386
MOTCO
Texas
$2K
SWM
387
Selective Wealth Management
Virginia
$2K
WT
388
Whittier Trust
California
$2K
VFA
389
Valeo Financial Advisors
Indiana
$2K +$946 +85 +160%
CWC
390
Carolinas Wealth Consulting
North Carolina
$2K +$1.66K +149 New
RWA
391
Ropes Wealth Advisors
Massachusetts
$2K +$1.84K +165 New
GWS
392
Glassman Wealth Services
Virginia
$1K -$712 -64 -55%
GC
393
Globeflex Capital
California
$1K
Kayne Anderson Rudnick Investment Management
394
Kayne Anderson Rudnick Investment Management
California
$1K
MHI
395
Miller Howard Investments
New York
-$42M -4,346,632 Closed
PP
396
Prudential plc
United Kingdom
-$41.7M -4,316,801 Closed
FP
397
Foundry Partners
Minnesota
-$5.5M -569,260 Closed
AAF
398
Andra AP-fonden
Sweden
-$4.01M -414,300 Closed
WG
399
Winton Group
United Kingdom
-$3.48M -360,095 Closed
Voloridge Investment Management
400
Voloridge Investment Management
Florida
-$2.66M -275,485 Closed

KIM Hedge Fund Activity: Q2 2020 in Review

400 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q2 2020, worth a combined $4.91B — up 29% from $3.79B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of KIM and 67 opened new positions — a net loss of 15 holders — while 167 trimmed existing stakes and 114 added.

The largest buyer was Cohen & Steers, adding an estimated $102M. The largest seller was State Street, cutting an estimated $83.4M.

  • 400 institutional investors held Kimco Realty (KIM) as of Q2 2020, down from 420 in Q1 2020.
  • Funds reported $4.91B of Kimco Realty stock for Q2 2020, up 29% quarter-over-quarter.
  • 67 funds opened new Kimco Realty positions in Q2 2020 and 82 closed out, a net change of -15 holders.
  • The largest Kimco Realty buyer in Q2 2020 was Cohen & Steers, an estimated $102M added.
  • The largest Kimco Realty seller in Q2 2020 was State Street, an estimated $83.4M sold.

Based on aggregated 13F filings for Q2 2020.