Kimco Realty
392 hedge funds and large institutions have $5.56B invested in Kimco Realty in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 127 increasing their positions, 151 reducing their positions, and 47 closing their positions.
35% more capital invested
Capital invested by funds: $4.11B → $5.56B (+$1.46B)
19% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 47
1.6% more ownership
Funds ownership: 84.32% → 85.92% (+1.6%)
2% more funds holding
Funds holding: 386 → 392 (+6)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
16% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 151
22% less call options, than puts
Call options by funds: $8.4M | Put options by funds: $10.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$88.8M |
| 2 |
BlackRock
New York
|
+$56M |
| 3 |
ACI
AMP Capital Investors
Sydney,
Australia
|
+$32.8M |
| 4 |
ClearBridge Investments
New York
|
+$28M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$26.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$87.4M |
| 2 |
Cohen & Steers
New York
|
-$58.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$50.2M |
| 4 |
Bank of New York Mellon
New York
|
-$39.7M |
| 5 |
Ensign Peak Advisors
Salt Lake City,
Utah
|
-$24.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GT
426
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$6K | -570 | Closed |
|
|
HFA
427
HC Financial Advisors
Lafayette,
California
| – | -$6K | -550 | Closed |
|
|
BBHC
428
Brown Brothers Harriman & Co
New York
| – | -$6K | -500 | Closed |
|
|
PFWA
429
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| – | -$2K | -206 | Closed |
|
|
TWA
430
TCI Wealth Advisors
Tucson,
Arizona
| – | -$2K | -155 | Closed |
|
|
CWC
431
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$1.28K | -97 | -80% |
|
|
CWM
432
Curi Wealth Management
Raleigh,
North Carolina
| – | +$106 | +8 | New |
|
|
IA
433
Inspire Advisors
Meridian,
Idaho
| – | +$225 | +17 | New |
|
434
Fidelity International
Hamilton,
Bermuda
| – | +$331 | +25 | New |
|
|
MLFP
435
MPS Loria Financial Planners
Burr Ridge,
Illinois
| – | +$397 | +30 | New |
|
|
SWA
436
SOA Wealth Advisors
New York
| – | +$622 | +47 | New |
|
KIM Hedge Fund Activity: Q4 2020 in Review
392 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q4 2020, worth a combined $5.56B — up 35% from $4.11B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new KIM positions and 47 closed out — a net gain of 9 holders — while 127 added to existing stakes and 151 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $88.8M. The largest seller was Invesco, cutting an estimated $87.4M.
- 392 institutional investors held Kimco Realty (KIM) as of Q4 2020, up from 386 in Q3 2020.
- Funds reported $5.56B of Kimco Realty stock for Q4 2020, up 35% quarter-over-quarter.
- 56 funds opened new Kimco Realty positions in Q4 2020 and 47 closed out, a net change of +9 holders.
- The largest Kimco Realty buyer in Q4 2020 was JP Morgan Chase, an estimated $88.8M added.
- The largest Kimco Realty seller in Q4 2020 was Invesco, an estimated $87.4M sold.
Based on aggregated 13F filings for Q4 2020.