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Kimco Realty

400 hedge funds and large institutions have $4.91B invested in Kimco Realty in 2020 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 114 increasing their positions, 167 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $3.79B → $4.91B (+$1.12B)

2.41% less ownership

Funds ownership: 91.73%89.32% (-2.4%)

5% less funds holding

Funds holding: 420400 (-20)

13% less call options, than puts

Call options by funds: $8.62M | Put options by funds: $9.89M

18% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 82

32% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 167

Holders
400
Holders Change
-20
Holders Change %
-4.76%
% of All Funds
8.2%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.06%
New
67
Increased
114
Reduced
167
Closed
82
Calls
$8.62M
Puts
$9.89M
Net Calls
-$1.28M
Net Calls Change
-$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
451
AssetMark Inc
California
-$67K -6,887 Closed
IFAM
452
Institutional & Family Asset Management
Colorado
-$52K -5,423 Closed
FMP
453
Financial Management Professionals
Texas
-$39K -4,000 Closed
LS
454
Livforsakringsbolaget Skandia
Sweden
-$37K -3,789 Closed
FCM
455
Firestone Capital Management
Florida
-$29K -3,030 Closed
SWA
456
Sutton Wealth Advisors
Florida
-$19.6K -2,023 Closed
LM
457
Legg Mason
Maryland
-$20K -1,990 Closed
AT
458
Arden Trust
Delaware
-$12K -1,200 Closed
FHA
459
First Horizon Advisors
Tennessee
-$10K -1,070 Closed
PFO
460
Pathstone Family Office
New Jersey
-$9K -917 Closed
IA
461
IFP Advisors
Florida
-$9.58K -861 -96%
AIM
462
AIA Investment Management
Singapore
-$7K -716 Closed
BWM
463
BerganKDV Wealth Management
Minnesota
-$6K -668 Closed
MWM
464
MBE Wealth Management
Wisconsin
-$5K -604 Closed
PFGIA
465
Patriot Financial Group Insurance Agency
Massachusetts
-$6.21K -558 -99%
PW
466
Price Wealth
Texas
-$4K -386 Closed
AW
467
Alpha Windward
Massachusetts
-$4K -363 Closed
TFO
468
Tarbox Family Office
California
-$3.63K -326 -96%
BC
469
Barnett & Company
Tennessee
-$2K -254 Closed
NSIM
470
North Star Investment Management
Illinois
-$2K -240 Closed
BFEC
471
Benjamin F. Edwards & Company
Missouri
-$2K -200 Closed
LSA
472
Lion Street Advisors
Texas
-$2K -188 Closed
WAP
473
Wealthcare Advisory Partners
Pennsylvania
-$2K -175 Closed
IA
474
IndexIQ Advisors
New York
-$1K -143 Closed
EWM
475
Elmwood Wealth Management
California
-$1.49K -103 Closed

KIM Hedge Fund Activity: Q2 2020 in Review

400 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q2 2020, worth a combined $4.91B — up 29% from $3.79B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of KIM and 67 opened new positions — a net loss of 15 holders — while 167 trimmed existing stakes and 114 added.

The largest buyer was Cohen & Steers, adding an estimated $102M. The largest seller was State Street, cutting an estimated $83.4M.

  • 400 institutional investors held Kimco Realty (KIM) as of Q2 2020, down from 420 in Q1 2020.
  • Funds reported $4.91B of Kimco Realty stock for Q2 2020, up 29% quarter-over-quarter.
  • 67 funds opened new Kimco Realty positions in Q2 2020 and 82 closed out, a net change of -15 holders.
  • The largest Kimco Realty buyer in Q2 2020 was Cohen & Steers, an estimated $102M added.
  • The largest Kimco Realty seller in Q2 2020 was State Street, an estimated $83.4M sold.

Based on aggregated 13F filings for Q2 2020.