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Kimco Realty
KIM

412 hedge funds and large institutions have $9.79B invested in Kimco Realty in 2016 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 154 increasing their positions, 138 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 42

12% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 138

1% more funds holding

Funds holding: 407 → 412 (+5)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.69% less ownership

Funds ownership: 93.26% → 91.57% (-1.7%)

13% less capital invested

Capital invested by funds: $11.3B → $9.79B (-$1.52B)

45% less call options, than puts

Call options by funds: $2.17M | Put options by funds: $3.93M

Holders
412
Holders Change
+5
Holders Change %
+1.23%
% of All Funds
10.3%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
53
Increased
154
Reduced
138
Closed
42
Calls
$2.17M
Puts
$3.93M
Net Calls
-$1.76M
Net Calls Change
-$1.37M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$160M
2
JP Morgan Chase
JP Morgan Chase
New York
+$73M
3
PI
PGGM Investments
Netherlands
+$56.7M
4
Bank of America
Bank of America
North Carolina
+$38.7M
5
HRES
Heitman Real Estate Securities
Illinois
+$34.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$120M
2
Invesco
Invesco
Georgia
-$83M
3
AAMU
APG Asset Management US
New York
-$74.7M
4
Morgan Stanley
Morgan Stanley
New York
-$54.7M
5
CRM
Cramer Rosenthal McGlynn
Connecticut
-$38.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$66.2M -$120M -4,539,655 -63%
APG Asset Management
27
APG Asset Management
Netherlands
$61.9M +$1.06M +40,200 +2%
Los Angeles Capital Management
28
Los Angeles Capital Management
California
$51.2M +$3.77M +143,135 +8%
Deutsche Bank
29
Deutsche Bank
Germany
$50.7M +$3.15M +119,639 +6%
AIM
30
abrdn Investment Management
United Kingdom
$50.4M +$23.3M +883,321 +79%
Victory Capital Management
31
Victory Capital Management
Texas
$50M -$6.87M -260,879 -12%
CS
32
Credit Suisse
Switzerland
$47.8M +$3.91M +148,506 +8%
Asset Management One
33
Asset Management One
Japan
$45.2M +$22.5M +854,832 +90%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$45.1M +$3.49M +132,298 +8%
N
35
Nuveen
North Carolina
$44.4M -$16.2M -616,185 -26%
UBS AM
36
UBS AM
Illinois
$44.1M -$1.1M -41,687 -2%
GC
37
Guggenheim Capital
Illinois
$43.3M +$9.58M +363,608 +27%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$41.1M -$6.34M -240,605 -13%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$39M +$3.01M +114,106 +8%
Lord, Abbett & Co
40
Lord, Abbett & Co
New Jersey
$38.2M -$4.9M -186,102 -11%
BNP Paribas Asset Management
41
BNP Paribas Asset Management
France
$37.8M +$3.87M +146,842 +11%
BlackRock
42
BlackRock
New York
$34.8M +$2.47M +93,677 +7%
HRES
43
Heitman Real Estate Securities
Illinois
$32.6M +$34.2M +1,297,376 New
Macquarie Group
44
Macquarie Group
Australia
$30.9M +$2.39M +90,679 +8%
SCRM
45
Security Capital Research & Management
Illinois
$30M -$3.24M -122,889 -9%
Swiss National Bank
46
Swiss National Bank
Switzerland
$29.1M – – –
SAM
47
Securian Asset Management
Minnesota
$26.5M +$3.51M +133,396 +14%
TA
48
Teachers Advisors
New York
$26M -$890K -33,789 -3%
AllianceBernstein
49
AllianceBernstein
Tennessee
$25.8M -$189K -7,171 -0.7%
BIM
50
BlackRock Investment Management
Delaware
$23.8M +$681K +25,844 +3%
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KIM Hedge Fund Activity: Q4 2016 in Review

412 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q4 2016, worth a combined $9.79B — down 13% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new KIM positions and 42 closed out — a net gain of 11 holders — while 154 added to existing stakes and 138 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $160M. The largest seller was Goldman Sachs, cutting an estimated $120M.

  • 412 institutional investors held Kimco Realty (KIM) as of Q4 2016, up from 407 in Q3 2016.
  • Funds reported $9.79B of Kimco Realty stock for Q4 2016, down 13% quarter-over-quarter.
  • 53 funds opened new Kimco Realty positions in Q4 2016 and 42 closed out, a net change of +11 holders.
  • The largest Kimco Realty buyer in Q4 2016 was Bank of New York Mellon, an estimated $160M added.
  • The largest Kimco Realty seller in Q4 2016 was Goldman Sachs, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2016.