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Kimco Realty

459 hedge funds and large institutions have $6.95B invested in Kimco Realty in 2017 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 147 increasing their positions, 156 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 35

10% more funds holding

Funds holding: 416459 (+43)

6% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 156

2.66% less ownership

Funds ownership: 92.72%90.06% (-2.7%)

10% less capital invested

Capital invested by funds: $7.71B → $6.95B (-$760M)

64% less call options, than puts

Call options by funds: $1.85M | Put options by funds: $5.2M

Holders
459
Holders Change
+43
Holders Change %
+10.34%
% of All Funds
10.41%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
79
Increased
147
Reduced
156
Closed
35
Calls
$1.85M
Puts
$5.2M
Net Calls
-$3.35M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
401
Allworth Financial
California
$16K
APA
402
American Portfolios Advisors
New York
$15.2K +$15.6K +835 New
Bessemer Group
403
Bessemer Group
New Jersey
$15K -$13.8K -737 -47%
PFGIA
404
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$150 +8 +1%
EWM
405
Evercore Wealth Management
New York
$11K
FIB
406
First Interstate Bank
Montana
$11K
AOWM
407
Alpha Omega Wealth Management
Virginia
$11K +$11.2K +600 New
Lazard Asset Management
408
Lazard Asset Management
New York
$10K +$7.38K +394 +216%
SWP
409
Stratos Wealth Partners
Ohio
$10K +$10.2K +543 New
SIM
410
Sonora Investment Management
Arizona
$9.18K
JCM
411
Jacobi Capital Management
Pennsylvania
$9K
LCM
412
Liberty Capital Management
Michigan
$8K
AA
413
AlphaMark Advisors
Kentucky
$7K
DBT
414
Dubuque Bank & Trust
Iowa
$7K
Korea Investment Corp
415
Korea Investment Corp
South Korea
$7K
NSIM
416
North Star Investment Management
Illinois
$7K +$1.87K +100 +36%
ASN
417
Advisory Services Network
Georgia
$7K +$6.78K +362 New
KA
418
Kaizen Advisory
Illinois
$7K +$7.17K +383 New
PWM
419
Paulson Wealth Management
Illinois
$7K +$7.39K +395 New
PW
420
Price Wealth
Texas
$7K +$7.41K +396 New
TCOV
421
Trust Company of Vermont
Vermont
$7K +$7.49K +400 New
PFBT
422
Parkside Financial Bank & Trust
Missouri
$6K -$2.88K -154 -30%
FMII
423
Farmers & Merchants Investments Inc
Nebraska
$6K -$1.18K -63 -16%
TWA
424
TCI Wealth Advisors
Arizona
$6K +$4.36K +233 +268%
AssetMark Inc
425
AssetMark Inc
California
$6K +$5.58K +298 +677%