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Kimco Realty

438 hedge funds and large institutions have $8.11B invested in Kimco Realty in 2019 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 153 increasing their positions, 162 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $4.79M | Put options by funds: $3.37M

33% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 42

2% more ownership

Funds ownership: 90.68%92.67% (+2%)

1% more funds holding

Funds holding: 432438 (+6)

2% more capital invested

Capital invested by funds: $7.99B → $8.11B (+$121M)

6% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 162

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
438
Holders Change
+6
Holders Change %
+1.39%
% of All Funds
8.63%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
56
Increased
153
Reduced
162
Closed
42
Calls
$4.79M
Puts
$3.37M
Net Calls
+$1.42M
Net Calls Change
+$4.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
426
Personal Wealth Partners
Minnesota
$2K
SFSIG
427
San Francisco Sentry Investment Group
California
$2K
Fidelity International
428
Fidelity International
Bermuda
$2K +$105 +5 +5%
SQA
429
Simon Quick Advisors
New Jersey
$2K +$2.27K +108 New
SL
430
Savior LLC
Massachusetts
$2K +$2.33K +111 New
ECM
431
EII Capital Management
New York
$1.26K +$108K +5,143 +9%
WT
432
Whittier Trust
California
$1K -$1.13K -54 -62%
BWA
433
Burt Wealth Advisors
Maryland
$1K
FPFS
434
First Personal Financial Services
North Carolina
$1K
Kayne Anderson Rudnick Investment Management
435
Kayne Anderson Rudnick Investment Management
California
$1K
LP
436
LMR Partners
United Kingdom
$564 +$571K +27,222 New
SCRM
437
Security Capital Research & Management
Illinois
-$12.5M -600,273 Closed
GF
438
Goodman Financial
Texas
-$7.4M -354,528 Closed
CSM
439
CAMG Solamere Management
North Carolina
-$4.38M -209,761 Closed
QIM
440
Quantitative Investment Management
Virginia
-$3.18M -152,224 Closed
CIMLRA
441
CBRE Investment Management Listed Real Assets
Pennsylvania
-$2.78M -133,188 Closed
MLIC
442
Mandatum Life Insurance Company
Finland
-$1.51M -72,464 Closed
LSV Asset Management
443
LSV Asset Management
Illinois
-$1.39M -66,800 Closed
Two Sigma Advisers
444
Two Sigma Advisers
New York
-$1.22M -58,200 Closed
Lazard Asset Management
445
Lazard Asset Management
New York
-$1.21M -57,907 Closed
MIH
446
Meitav Investment House
Israel
-$1.01M -50,000 Closed
PCS
447
Personal CFO Solutions
New Jersey
-$701K -33,370 Closed
MAP
448
Moody Aldrich Partners
Massachusetts
-$494K -23,665 Closed
Mariner
449
Mariner
Kansas
-$489K -23,442 Closed
TCM
450
Teza Capital Management
Illinois
-$457K -21,922 Closed

KIM Hedge Fund Activity: Q4 2019 in Review

438 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q4 2019, worth a combined $8.11B — up 1.5% from $7.99B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new KIM positions and 42 closed out — a net gain of 14 holders — while 153 added to existing stakes and 162 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $81.9M. The largest seller was Bank of New York Mellon, cutting an estimated $76.2M.

  • 438 institutional investors held Kimco Realty (KIM) as of Q4 2019, up from 432 in Q3 2019.
  • Funds reported $8.11B of Kimco Realty stock for Q4 2019, up 1.5% quarter-over-quarter.
  • 56 funds opened new Kimco Realty positions in Q4 2019 and 42 closed out, a net change of +14 holders.
  • The largest Kimco Realty buyer in Q4 2019 was Zimmer Partners, an estimated $81.9M added.
  • The largest Kimco Realty seller in Q4 2019 was Bank of New York Mellon, an estimated $76.2M sold.

Based on aggregated 13F filings for Q4 2019.