Kimco Realty
442 hedge funds and large institutions have $6.2B invested in Kimco Realty in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 157 increasing their positions, 155 reducing their positions, and 42 closing their positions.
24% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 42
1% more funds holding
Funds holding: 436 → 442 (+6)
1.32% more ownership
Funds ownership: 86.68% → 88% (+1.3%)
1% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 155
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1% less capital invested
Capital invested by funds: $6.26B → $6.2B (-$56.1M)
74% less call options, than puts
Call options by funds: $4.42M | Put options by funds: $16.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
+$76.3M |
| 2 |
Bank of New York Mellon
New York
|
+$36.3M |
| 3 |
Goldman Sachs
New York
|
+$31.5M |
| 4 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
+$30.4M |
| 5 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$27.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$47.7M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$32.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$27.5M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$21.5M |
| 5 |
Morgan Stanley
New York
|
-$21.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFA
476
Pathway Financial Advisors
South Burlington,
Vermont
| – | -$23K | -1,350 | Closed |
|
|
FIM
477
Foresters Investment Management
New York
| – | -$17K | -992 | Closed |
|
|
CG
478
Cutler Group
San Francisco,
California
| – | -$14K | -837 | Closed |
|
|
GFP
479
Gryphon Financial Partners
Columbus,
Ohio
| – | -$11K | -646 | Closed |
|
|
JCM
480
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$9K | -518 | Closed |
|
|
IUHSA
481
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$6K | -331 | Closed |
|
482
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$4K | -248 | Closed |
|
|
EWM
483
Elmwood Wealth Management
Berkeley,
California
| – | -$1.49K | -103 | Closed |
|
|
MYIA
484
Mount Yale Investment Advisors
Denver,
Colorado
| – | -$1K | -64 | Closed |
|
485
Fidelity International
Hamilton,
Bermuda
| – | +$302 | +18 | New |
|
|
BFEC
486
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | +$403 | +24 | New |
|
KIM Hedge Fund Activity: Q3 2018 in Review
442 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q3 2018, worth a combined $6.2B — down 0.9% from $6.26B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new KIM positions and 42 closed out — a net gain of 10 holders — while 157 added to existing stakes and 155 trimmed.
The largest buyer was Security Capital Research & Management, adding an estimated $76.3M. The largest seller was Centersquare Investment Management, cutting an estimated $47.7M.
- 442 institutional investors held Kimco Realty (KIM) as of Q3 2018, up from 436 in Q2 2018.
- Funds reported $6.2B of Kimco Realty stock for Q3 2018, down 0.9% quarter-over-quarter.
- 52 funds opened new Kimco Realty positions in Q3 2018 and 42 closed out, a net change of +10 holders.
- The largest Kimco Realty buyer in Q3 2018 was Security Capital Research & Management, an estimated $76.3M added.
- The largest Kimco Realty seller in Q3 2018 was Centersquare Investment Management, an estimated $47.7M sold.
Based on aggregated 13F filings for Q3 2018.