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Kimco Realty
KIM

407 hedge funds and large institutions have $7B invested in Kimco Realty in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 169 increasing their positions, 133 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 133

2% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 44

0% less funds holding

Funds holding: 408 → 407 (-1)

1.38% less ownership

Funds ownership: 90.96% → 89.58% (-1.4%)

18% less capital invested

Capital invested by funds: $8.55B → $7B (-$1.55B)

56% less call options, than puts

Call options by funds: $6.64M | Put options by funds: $15.1M

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
407
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
10.15%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
45
Increased
169
Reduced
133
Closed
44
Calls
$6.64M
Puts
$15.1M
Net Calls
-$8.41M
Net Calls Change
-$3.98M

Top Buyers

1
Invesco
Invesco
Georgia
+$76.3M
2
HCM
Hamlin Capital Management
New York
+$61.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$47.2M
4
BlackRock
BlackRock
New York
+$29.6M
5
CBOA
Commonwealth Bank of Australia
Australia
+$22M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$209M
2
Deutsche Bank
Deutsche Bank
Germany
-$139M
3
APG Asset Management
APG Asset Management
Netherlands
-$52.5M
4
Boston Partners
Boston Partners
Massachusetts
-$46.9M
5
Renaissance Technologies
Renaissance Technologies
New York
-$46.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
401
Huntington National Bank
Ohio
$2K +$981 +50 +106%
BWA
402
Burt Wealth Advisors
Maryland
$1K – – –
HR
403
Howe & Rusling
New York
$1K – – –
TFO
404
Tarbox Family Office
California
$1K – – –
TFA
405
Transamerica Financial Advisors
Florida
$1K +$255 +13 +38%
Fifth Third Bancorp
406
Fifth Third Bancorp
Ohio
$1K +$824 +42 New
AIM
407
Advantage Investment Management
Iowa
$1K +$1.1K +56 New
RCAMU
408
Rothschild & Co Asset Management US
Connecticut
– -$38.4M -1,739,788 Closed
AIM
409
abrdn Investment Management
United Kingdom
– -$23.2M -1,050,968 Closed
Point72 Asset Management
410
Point72 Asset Management
Connecticut
– -$11.4M -516,400 Closed
AAMU
411
Amundi Asset Management US
Massachusetts
– -$8.63M -390,538 Closed
ESCM
412
Echo Street Capital Management
New York
– -$4.06M -183,915 Closed
Voloridge Investment Management
413
Voloridge Investment Management
Florida
– -$2.43M -109,961 Closed
Walleye Trading
414
Walleye Trading
New York
– -$1.67M -85,238 Closed
EMG
415
Ellington Management Group
Connecticut
– -$1.19M -54,000 Closed
TCM
416
Teza Capital Management
Illinois
– -$1.08M -48,857 Closed
SCM
417
Stevens Capital Management
Pennsylvania
– -$758K -34,326 Closed
WAM
418
Wolverine Asset Management
Illinois
– -$654K -29,625 Closed
FLI
419
Family Legacy Inc
South Carolina
– -$432K -19,545 Closed
QC
420
QCM Cayman
Texas
– -$420K -19,021 Closed
HHC
421
Hutchin Hill Capital
New York
– -$400K -18,100 Closed
Balyasny Asset Management
422
Balyasny Asset Management
Illinois
– -$359K -16,259 Closed
KFC
423
Klingenstein Fields & Co
New York
– -$353K -16,000 Closed
CA
424
Commerzbank Aktiengesellschaft
Germany
– -$336K -15,220 Closed
FA
425
FDx Advisors
Illinois
– -$333K -15,072 Closed
15 16
17
18 19

KIM Hedge Fund Activity: Q2 2017 in Review

407 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q2 2017, worth a combined $7B — down 18% from $8.55B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new KIM positions and 44 closed out — a net gain of 1 holder — while 169 added to existing stakes and 133 trimmed.

The largest buyer was Invesco, adding an estimated $76.3M. The largest seller was JP Morgan Chase, cutting an estimated $209M.

  • 407 institutional investors held Kimco Realty (KIM) as of Q2 2017, down from 408 in Q1 2017.
  • Funds reported $7B of Kimco Realty stock for Q2 2017, down 18% quarter-over-quarter.
  • 45 funds opened new Kimco Realty positions in Q2 2017 and 44 closed out, a net change of +1 holder.
  • The largest Kimco Realty buyer in Q2 2017 was Invesco, an estimated $76.3M added.
  • The largest Kimco Realty seller in Q2 2017 was JP Morgan Chase, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2017.