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Kimco Realty
KIM

375 hedge funds and large institutions have $7.4B invested in Kimco Realty in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 114 increasing their positions, 149 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

4% more funds holding

Funds holding: 360 → 375 (+15)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less capital invested

Capital invested by funds: $7.65B → $7.4B (-$249M)

7% less call options, than puts

Call options by funds: $4.74M | Put options by funds: $5.12M

1.13% less ownership

Funds ownership: 92.71% → 91.58% (-1.1%)

23% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 149

Holders
375
Holders Change
+15
Holders Change %
+4.17%
% of All Funds
10.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
44
Increased
114
Reduced
149
Closed
29
Calls
$4.74M
Puts
$5.12M
Net Calls
-$375K
Net Calls Change
-$163K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$41.3M
2
O
OppenheimerFunds
New York
+$36.1M
3
RFC
Russell Frank Company
Washington
+$28.5M
4
State Street
State Street
Massachusetts
+$25.9M
5
HRES
Heitman Real Estate Securities
Illinois
+$24.2M

Top Sellers

1
PI
PGGM Investments
Netherlands
-$77.7M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$69.9M
3
AAMU
APG Asset Management US
New York
-$66.3M
4
Cohen & Steers
Cohen & Steers
New York
-$49.3M
5
Invesco
Invesco
Georgia
-$38.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$50.3M -$12.8M -621,259 -20%
Legal & General Group
27
Legal & General Group
United Kingdom
$47.8M +$586K +28,336 +1%
AIM
28
abrdn Investment Management
United Kingdom
$47.1M +$2.74M +132,369 +6%
Prudential Financial
29
Prudential Financial
New Jersey
$46.8M +$1.59M +77,150 +3%
Boston Partners
30
Boston Partners
Massachusetts
$46.7M +$11.1M +538,196 +29%
Norges Bank
31
Norges Bank
Norway
$46.3M -$18.5M -893,640 -28%
DPIM
32
Duff & Phelps Investment Management
Illinois
$42.9M +$66.1K +3,200 +0.1%
TA
33
Teachers Advisors
New York
$41.2M -$12.7M -616,038 -23%
UBS AM
34
UBS AM
Illinois
$39.3M +$1.93M +93,306 +5%
HRES
35
Heitman Real Estate Securities
Illinois
$36.7M +$24.2M +1,171,004 +171%
O
36
OppenheimerFunds
New York
$34.5M +$36.1M +1,745,740 New
Bank of America
37
Bank of America
North Carolina
$33.1M -$12.2M -589,720 -26%
CS
38
Credit Suisse
Switzerland
$32.7M +$4.64M +224,563 +16%
American Century Companies
39
American Century Companies
Missouri
$30.5M +$9.63M +466,184 +43%
PHAM
40
Pacific Heights Asset Management
California
$29.6M -$10.3M -500,000 -25%
RFC
41
Russell Frank Company
Washington
$29.3M +$28.5M +1,377,887 +1,504%
Asset Management One
42
Asset Management One
Japan
$28.7M -$2.96M -142,995 -9%
BlackRock
43
BlackRock
New York
$27.8M -$271K -13,119 -0.9%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$27.7M +$708K +34,272 +3%
Charles Schwab
45
Charles Schwab
California
$26.6M +$637K +30,828 +2%
Deutsche Bank
46
Deutsche Bank
Germany
$25.6M +$292K +14,119 +1%
AllianceBernstein
47
AllianceBernstein
Tennessee
$25.1M +$3.82M +185,023 +17%
Macquarie Group
48
Macquarie Group
Australia
$24.1M -$5.82M -281,623 -19%
N
49
Nuveen
North Carolina
$23.7M -$18.1M -877,276 -42%
Franklin Resources
50
Franklin Resources
California
$22.9M -$788K -38,141 -3%
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KIM Hedge Fund Activity: Q4 2013 in Review

375 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q4 2013, worth a combined $7.4B — down 3.3% from $7.65B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new KIM positions and 29 closed out — a net gain of 15 holders — while 114 added to existing stakes and 149 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $41.3M. The largest seller was PGGM Investments, cutting an estimated $77.7M.

  • 375 institutional investors held Kimco Realty (KIM) as of Q4 2013, up from 360 in Q3 2013.
  • Funds reported $7.4B of Kimco Realty stock for Q4 2013, down 3.3% quarter-over-quarter.
  • 44 funds opened new Kimco Realty positions in Q4 2013 and 29 closed out, a net change of +15 holders.
  • The largest Kimco Realty buyer in Q4 2013 was JP Morgan Chase, an estimated $41.3M added.
  • The largest Kimco Realty seller in Q4 2013 was PGGM Investments, an estimated $77.7M sold.

Based on aggregated 13F filings for Q4 2013.