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Kimco Realty
KIM

420 hedge funds and large institutions have $3.79B invested in Kimco Realty in 2020 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 137 increasing their positions, 160 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $2.98M | Put options by funds: $2.1M

0.94% less ownership

Funds ownership: 92.67% → 91.73% (-0.94%)

4% less funds holding

Funds holding: 438 → 420 (-18)

14% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 160

18% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 73

53% less capital invested

Capital invested by funds: $8.11B → $3.79B (-$4.32B)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
420
Holders Change
-18
Holders Change %
-4.11%
% of All Funds
9.26%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
60
Increased
137
Reduced
160
Closed
73
Calls
$2.98M
Puts
$2.1M
Net Calls
+$871K
Net Calls Change
-$551K

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$175M
2
Invesco
Invesco
Georgia
+$113M
3
PP
Prudential plc
United Kingdom
+$73.7M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
+$58M
5
MHI
Miller Howard Investments
New York
+$34.4M

Top Sellers

1
ZP
Zimmer Partners
New York
-$80.8M
2
MMH
Menora Mivtachim Holdings
Israel
-$78.3M
3
Morgan Stanley
Morgan Stanley
New York
-$60.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$45.3M
5
Goldman Sachs
Goldman Sachs
New York
-$38.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
M
401
MOTCO
Texas
$2K +$3.11K +181 New
LSA
402
Lion Street Advisors
Texas
$2K +$3.23K +188 New
LC
403
Lindbrook Capital
California
$2K +$3.59K +209 New
GEA
404
Glen Eagle Advisors
New Jersey
$1.93K +$3.44K +200 New
EWM
405
Elmwood Wealth Management
California
$1.49K +$1.77K +103 New
EW
406
Evoke Wealth
California
$1.13K -$3.66K -213 -65%
VFA
407
Valeo Financial Advisors
Indiana
$1K -$71.6K -4,167 -99%
TWA
408
TCI Wealth Advisors
Arizona
$1K -$4.19K -244 -75%
EI
409
Ellevest Inc
New York
$1K -$447 -26 -19%
CI
410
CX Institutional
Indiana
$1K -$172 -10 -8%
GC
411
Globeflex Capital
California
$1K – – –
SWM
412
Selective Wealth Management
Virginia
$1K – – –
IA
413
IndexIQ Advisors
New York
$1K +$52 +3 +2%
TFA
414
Transamerica Financial Advisors
Florida
$1K +$120 +7 +14%
GWS
415
Glassman Wealth Services
Virginia
$1K +$429 +25 +27%
HS
416
Horan Securities
United States
$1K +$1.29K +75 New
ZP
417
Zimmer Partners
New York
– -$80.8M -3,903,000 Closed
MMH
418
Menora Mivtachim Holdings
Israel
– -$78.3M -3,779,600 Closed
GC
419
GMT Capital
Georgia
– -$17.4M -838,700 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
420
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$16.8M -811,300 Closed
CM
421
Churchill Management
California
– -$14.1M -683,131 Closed
VEA
422
Virtus ETF Advisers
New York
– -$3.68M -177,548 Closed
Baird Financial Group
423
Baird Financial Group
Wisconsin
– -$3.49M -168,527 Closed
Point72 Asset Management
424
Point72 Asset Management
Connecticut
– -$3.13M -151,337 Closed
CA
425
Commerzbank Aktiengesellschaft
Germany
– -$2.58M -124,625 Closed
15 16
17
18 19

KIM Hedge Fund Activity: Q1 2020 in Review

420 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q1 2020, worth a combined $3.79B — down 53% from $8.11B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of KIM and 60 opened new positions — a net loss of 13 holders — while 160 trimmed existing stakes and 137 added.

The largest buyer was Cohen & Steers, adding an estimated $175M. The largest seller was Zimmer Partners, exiting entirely with an estimated $80.8M sold.

  • 420 institutional investors held Kimco Realty (KIM) as of Q1 2020, down from 438 in Q4 2019.
  • Funds reported $3.79B of Kimco Realty stock for Q1 2020, down 53% quarter-over-quarter.
  • 60 funds opened new Kimco Realty positions in Q1 2020 and 73 closed out, a net change of -13 holders.
  • The largest Kimco Realty buyer in Q1 2020 was Cohen & Steers, an estimated $175M added.
  • The largest Kimco Realty seller in Q1 2020 was Zimmer Partners, an estimated $80.8M sold.

Based on aggregated 13F filings for Q1 2020.