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Kimco Realty
KIM

416 hedge funds and large institutions have $7.71B invested in Kimco Realty in 2017 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 135 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

11% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 135

10% more capital invested

Capital invested by funds: $7B → $7.71B (+$714M)

3.13% more ownership

Funds ownership: 89.58% → 92.72% (+3.1%)

2% more funds holding

Funds holding: 407 → 416 (+9)

43% less call options, than puts

Call options by funds: $6.05M | Put options by funds: $10.7M

Holders
416
Holders Change
+9
Holders Change %
+2.21%
% of All Funds
10.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
150
Reduced
135
Closed
46
Calls
$6.05M
Puts
$10.7M
Net Calls
-$4.64M
Net Calls Change
+$3.78M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$157M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$53.3M
3
American Century Companies
American Century Companies
Missouri
+$44.5M
4
Credit Agricole
Credit Agricole
France
+$28.5M
5
HCM
Hamlin Capital Management
New York
+$23.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$54.5M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$24.1M
3
Two Sigma Investments
Two Sigma Investments
New York
-$24M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$21.6M
5
MWNA
Marshall Wace North America
New York
-$18M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
401
Huntington National Bank
Ohio
$3K +$961 +49 +51%
Lazard Asset Management
402
Lazard Asset Management
New York
$3K +$3.57K +182 New
WPA
403
West Paces Advisors
Georgia
$2.05K -$1.41K -72 -41%
TRCT
404
Tower Research Capital (TRC)
New York
$2K -$25.5K -1,301 -93%
TWA
405
TCI Wealth Advisors
Arizona
$2K -$510 -26 -23%
IDBONY
406
Israel Discount Bank of New York
New York
$2K +$1.96K +100 New
BWA
407
Burt Wealth Advisors
Maryland
$1K – – –
HR
408
Howe & Rusling
New York
$1K – – –
TFO
409
Tarbox Family Office
California
$1K – – –
TFA
410
Transamerica Financial Advisors
Florida
$1K – – –
WAP
411
Wealthcare Advisory Partners
Pennsylvania
$1K +$804 +41 New
AssetMark Inc
412
AssetMark Inc
California
$1K +$863 +44 New
MFW
413
Mosaic Family Wealth
Missouri
$1K +$1.08K +55 New
PFC
414
Phocas Financial Corp
California
$1K +$480K +24,490 +175%
Walleye Trading
415
Walleye Trading
New York
$394 +$395K +20,161 New
Two Sigma Investments
416
Two Sigma Investments
New York
– -$24M -1,224,458 Closed
MWNA
417
Marshall Wace North America
New York
– -$18M -1,001,457 Closed
ARTA
418
A.R.T. Advisors
New York
– -$6.39M -348,500 Closed
AU
419
Algebris (UK)
United Kingdom
– -$6.17M -336,075 Closed
UIM
420
USS Investment Management
United Kingdom
– -$5.07M -276,200 Closed
Susquehanna International Group
421
Susquehanna International Group
Pennsylvania
– -$4.71M -239,948 Closed
FP
422
FDO Partners
Massachusetts
– -$3.53M -192,126 Closed
Los Angeles Capital Management
423
Los Angeles Capital Management
California
– -$3.47M -189,012 Closed
ZP
424
Zimmer Partners
New York
– -$3.39M -184,710 Closed
SCM
425
SkyTop Capital Management
New Jersey
– -$2.75M -150,000 Closed
15 16
17
18 19

KIM Hedge Fund Activity: Q3 2017 in Review

416 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q3 2017, worth a combined $7.71B — up 10% from $7B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new KIM positions and 46 closed out — a net gain of 13 holders — while 150 added to existing stakes and 135 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $157M. The largest seller was JP Morgan Chase, cutting an estimated $54.5M.

  • 416 institutional investors held Kimco Realty (KIM) as of Q3 2017, up from 407 in Q2 2017.
  • Funds reported $7.71B of Kimco Realty stock for Q3 2017, up 10% quarter-over-quarter.
  • 59 funds opened new Kimco Realty positions in Q3 2017 and 46 closed out, a net change of +13 holders.
  • The largest Kimco Realty buyer in Q3 2017 was Capital Research Global Investors, an estimated $157M added.
  • The largest Kimco Realty seller in Q3 2017 was JP Morgan Chase, an estimated $54.5M sold.

Based on aggregated 13F filings for Q3 2017.