Kimco Realty
405 hedge funds and large institutions have $12.5B invested in Kimco Realty in 2016 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 168 increasing their positions, 126 reducing their positions, and 31 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 126
14% more capital invested
Capital invested by funds: $10.9B → $12.5B (+$1.56B)
1.27% more ownership
Funds ownership: 93.51% → 94.79% (+1.3%)
3% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 31
2% less funds holding
Funds holding: 413 → 405 (-8)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $19.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$127M |
| 2 |
JP Morgan Chase
New York
|
+$77.5M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$67.5M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$67M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$54.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$78.6M |
| 2 |
Morgan Stanley
New York
|
-$58.8M |
| 3 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$58.6M |
| 4 |
O
OppenheimerFunds
New York
|
-$18.6M |
| 5 |
Renaissance Technologies
New York
|
-$18.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CG
426
Caprock Group
Boise,
Idaho
| – | -$587K | -20,400 | Closed |
|
|
JIP
427
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$527K | -18,308 | Closed |
|
428
Bessemer Group
Woodbridge,
New Jersey
| – | -$403K | -14,000 | Closed |
|
|
BCM
429
BlueCrest Capital Management
St Helier,
Jersey
| – | -$391K | -13,577 | Closed |
|
|
GAM
430
Garrison Asset Management
Fayetteville,
Arkansas
| – | -$207K | -7,180 | Closed |
|
|
GWM
431
Greenwich Wealth Management
Greenwich,
Connecticut
| – | -$206K | -7,150 | Closed |
|
|
MF
432
Magnetar Financial
Evanston,
Illinois
| – | -$203K | -7,039 | Closed |
|
|
JG
433
Jefferies Group
New York
| – | -$200K | -6,966 | Closed |
|
|
ST
434
Spot Trading
Chicago,
Illinois
| – | -$96K | -3,336 | Closed |
|
|
PAM
435
PartnerRe Asset Management
Greenwich,
Connecticut
| – | -$80K | -2,768 | Closed |
|
|
PHK
436
Point72 Hong Kong
Hong Kong
| – | -$63K | -2,200 | Closed |
|
|
RFA
437
Reilly Financial Advisors
La Mesa,
California
| – | -$6K | -201 | Closed |
|
KIM Hedge Fund Activity: Q2 2016 in Review
405 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q2 2016, worth a combined $12.5B — up 14% from $10.9B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of KIM and 30 opened new positions — a net loss of 1 holder — while 126 trimmed existing stakes and 168 added.
The largest buyer was Invesco, adding an estimated $127M. The largest seller was Royal London Asset Management, cutting an estimated $78.6M.
- 405 institutional investors held Kimco Realty (KIM) as of Q2 2016, down from 413 in Q1 2016.
- Funds reported $12.5B of Kimco Realty stock for Q2 2016, up 14% quarter-over-quarter.
- 30 funds opened new Kimco Realty positions in Q2 2016 and 31 closed out, a net change of -1 holder.
- The largest Kimco Realty buyer in Q2 2016 was Invesco, an estimated $127M added.
- The largest Kimco Realty seller in Q2 2016 was Royal London Asset Management, an estimated $78.6M sold.
Based on aggregated 13F filings for Q2 2016.