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Kimco Realty

375 hedge funds and large institutions have $8.81B invested in Kimco Realty in 2014 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 113 increasing their positions, 158 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

5% more funds holding

Funds holding: 357375 (+18)

4% more capital invested

Capital invested by funds: $8.49B → $8.81B (+$316M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.28% less ownership

Funds ownership: 94.68%93.4% (-1.3%)

28% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 158

42% less call options, than puts

Call options by funds: $431K | Put options by funds: $746K

Holders
375
Holders Change
+18
Holders Change %
+5.04%
% of All Funds
10.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
113
Reduced
158
Closed
15
Calls
$431K
Puts
$746K
Net Calls
-$315K
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
SCRM
26
Security Capital Research & Management
Illinois
$56.5M +$356K +15,670 +0.6%
Legal & General Group
27
Legal & General Group
United Kingdom
$54.3M -$1.03M -45,486 -2%
TA
28
Teachers Advisors
New York
$47.8M -$968K -42,644 -2%
DPIM
29
Duff & Phelps Investment Management
Illinois
$45.3M -$2.88M -126,803 -6%
Bank of America
30
Bank of America
North Carolina
$43.4M +$3.64M +160,468 +9%
Barclays
31
Barclays
United Kingdom
$43.2M -$16.1M -710,165 -27%
UBS AM
32
UBS AM
Illinois
$42.6M -$4.11M -180,929 -9%
Charles Schwab
33
Charles Schwab
California
$41.5M +$3.99M +175,641 +11%
Deutsche Bank
34
Deutsche Bank
Germany
$35.5M -$2.8M -123,368 -7%
GC
35
Guggenheim Capital
Illinois
$32M +$2.71M +119,360 +9%
Asset Management One
36
Asset Management One
Japan
$30.6M -$1.5M -66,031 -5%
CS
37
Credit Suisse
Switzerland
$30M +$2.45M +108,008 +9%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$28.9M -$667K -29,394 -2%
Two Sigma Investments
39
Two Sigma Investments
New York
$28.8M +$28.5M +1,254,597 New
BlackRock
40
BlackRock
New York
$28.2M -$1.21M -53,199 -4%
American Century Companies
41
American Century Companies
Missouri
$27.3M +$13.1M +575,074 +94%
AllianceBernstein
42
AllianceBernstein
Tennessee
$27M -$712K -31,354 -3%
RFC
43
Russell Frank Company
Washington
$26.4M -$881K -38,808 -3%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$25.9M
Macquarie Group
45
Macquarie Group
Australia
$24.7M -$2.42M -106,429 -9%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$24.5M -$993K -43,755 -4%
TCIM
47
TIAA CREF Investment Management
New York
$23.8M -$1.51M -66,553 -6%
TG
48
TCW Group
California
$23.8M -$1.13M -49,829 -5%
N
49
Nuveen
North Carolina
$21.3M +$6.11M +269,005 +41%
SAM
50
Securian Asset Management
Minnesota
$21.3M -$2.33M -102,719 -10%

KIM Hedge Fund Activity: Q2 2014 in Review

375 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q2 2014, worth a combined $8.81B — up 3.7% from $8.49B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new KIM positions and 15 closed out — a net gain of 21 holders — while 113 added to existing stakes and 158 trimmed.

The largest buyer was Norges Bank, adding an estimated $65M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $44.4M.

  • 375 institutional investors held Kimco Realty (KIM) as of Q2 2014, up from 357 in Q1 2014.
  • Funds reported $8.81B of Kimco Realty stock for Q2 2014, up 3.7% quarter-over-quarter.
  • 36 funds opened new Kimco Realty positions in Q2 2014 and 15 closed out, a net change of +21 holders.
  • The largest Kimco Realty buyer in Q2 2014 was Norges Bank, an estimated $65M added.
  • The largest Kimco Realty seller in Q2 2014 was CBRE Investment Management Listed Real Assets, an estimated $44.4M sold.

Based on aggregated 13F filings for Q2 2014.