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Kimco Realty

432 hedge funds and large institutions have $7.99B invested in Kimco Realty in 2019 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 141 increasing their positions, 175 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $7.69B → $7.99B (+$304M)

0.65% more ownership

Funds ownership: 90.02%90.68% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less funds holding

Funds holding: 435432 (-3)

4% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 53

19% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 175

50% less call options, than puts

Call options by funds: $3.14M | Put options by funds: $6.22M

Holders
432
Holders Change
-3
Holders Change %
-0.69%
% of All Funds
9.47%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
51
Increased
141
Reduced
175
Closed
53
Calls
$3.14M
Puts
$6.22M
Net Calls
-$3.08M
Net Calls Change
-$190K
Name Holding Trade Value Shares
Change
Change in
Stake
HRC
401
Hoertkorn Richard Charles
$6K
LWM
402
Lenox Wealth Management
Ohio
$5K -$1.56K -82 -25%
BFEC
403
Benjamin F. Edwards & Company
Missouri
$5K -$1.54K -81 -25%
RIA
404
Realta Investment Advisors
Delaware
$5K -$343 -18 -7%
NSIM
405
North Star Investment Management
Illinois
$5K +$4.57K +240 New
RCAG
406
Rehmann Capital Advisory Group
Michigan
$4.32K -$95 -5 -2%
WAP
407
Wealthcare Advisory Partners
Pennsylvania
$4K -$209 -11 -6%
OSAM
408
O'Shaughnessy Asset Management
Connecticut
$4K +$457 +24 +13%
BCA
409
Berman Capital Advisors
Georgia
$3K +$19 +1 +0.5%
CI
410
CX Institutional
Indiana
$3K +$171 +9 +7%
SWM
411
Selective Wealth Management
Virginia
$3K +$2.78K +146 New
CBT
412
Capital Bank & Trust
California
$2K -$36.5K -1,920 -96%
GC
413
Globeflex Capital
California
$2K
SFSIG
414
San Francisco Sentry Investment Group
California
$2K
GWS
415
Glassman Wealth Services
Virginia
$2K +$209 +11 +14%
Fidelity International
416
Fidelity International
Bermuda
$2K +$266 +14 +18%
WT
417
Whittier Trust
California
$2K +$1.03K +54 +164%
TFA
418
Transamerica Financial Advisors
Florida
$2K +$1.1K +58 New
PWP
419
Personal Wealth Partners
Minnesota
$2K +$1.79K +94 New
ECM
420
EII Capital Management
New York
$1.16K -$22.9K -1,203 -2%
BWA
421
Burt Wealth Advisors
Maryland
$1K
GWMIA
422
Global Wealth Management Investment Advisory
Florida
$1K
Kayne Anderson Rudnick Investment Management
423
Kayne Anderson Rudnick Investment Management
California
$1K
WWM
424
Willingdon Wealth Management
North Carolina
$1K +$552 +29 New
FPFS
425
First Personal Financial Services
North Carolina
$1K +$590 +31 New

KIM Hedge Fund Activity: Q3 2019 in Review

432 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q3 2019, worth a combined $7.99B — up 4% from $7.69B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of KIM and 51 opened new positions — a net loss of 2 holders — while 175 trimmed existing stakes and 141 added.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $150M. The largest seller was Bank of New York Mellon, cutting an estimated $48.3M.

  • 432 institutional investors held Kimco Realty (KIM) as of Q3 2019, down from 435 in Q2 2019.
  • Funds reported $7.99B of Kimco Realty stock for Q3 2019, up 4% quarter-over-quarter.
  • 51 funds opened new Kimco Realty positions in Q3 2019 and 53 closed out, a net change of -2 holders.
  • The largest Kimco Realty buyer in Q3 2019 was Cohen & Steers, an estimated $150M added.
  • The largest Kimco Realty seller in Q3 2019 was Bank of New York Mellon, an estimated $48.3M sold.

Based on aggregated 13F filings for Q3 2019.