Kimco Realty
432 hedge funds and large institutions have $7.99B invested in Kimco Realty in 2019 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 141 increasing their positions, 175 reducing their positions, and 53 closing their positions.
4% more capital invested
Capital invested by funds: $7.69B → $7.99B (+$304M)
0.65% more ownership
Funds ownership: 90.02% → 90.68% (+0.65%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1% less funds holding
Funds holding: 435 → 432 (-3)
4% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 53
19% less repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 175
50% less call options, than puts
Call options by funds: $3.14M | Put options by funds: $6.22M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$150M |
| 2 |
MHI
Miller Howard Investments
Kingston,
New York
|
+$41.9M |
| 3 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
+$37.5M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$37M |
| 5 |
State Street
Boston,
Massachusetts
|
+$32.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$48.3M |
| 2 |
Citigroup
New York
|
-$46M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$40.1M |
| 4 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$28.6M |
| 5 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
-$28.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAW
476
Cornerstone Advisors (Washington)
Bellevue,
Washington
| – | -$5K | -293 | Closed |
|
|
TA
477
TCG Advisors
Austin,
Texas
| – | -$4K | -234 | Closed |
|
|
AC
478
Avestar Capital
New York
| – | -$1K | -217 | Closed |
|
|
CIAS
479
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$2K | -119 | Closed |
|
|
JFA
480
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$2K | -100 | Closed |
|
|
FHA
481
First Horizon Advisors
Memphis,
Tennessee
| – | -$1K | -64 | Closed |
|
482
Twin Tree Management
Dallas,
Texas
| – | -$1.07K | -56 | Closed |
|
483
Credit Agricole
Montrouge Cedex,
France
| – | +$38 | +2 | New |
|
|
SFS
484
Sowell Financial Services
North Little Rock,
Arkansas
| – | +$190 | +10 | New |
|
|
EI
485
Ellevest Inc
New York
| – | +$400 | +21 | New |
|
KIM Hedge Fund Activity: Q3 2019 in Review
432 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q3 2019, worth a combined $7.99B — up 4% from $7.69B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of KIM and 51 opened new positions — a net loss of 2 holders — while 175 trimmed existing stakes and 141 added.
The largest buyer was Cohen & Steers, opening a new position worth an estimated $150M. The largest seller was Bank of New York Mellon, cutting an estimated $48.3M.
- 432 institutional investors held Kimco Realty (KIM) as of Q3 2019, down from 435 in Q2 2019.
- Funds reported $7.99B of Kimco Realty stock for Q3 2019, up 4% quarter-over-quarter.
- 51 funds opened new Kimco Realty positions in Q3 2019 and 53 closed out, a net change of -2 holders.
- The largest Kimco Realty buyer in Q3 2019 was Cohen & Steers, an estimated $150M added.
- The largest Kimco Realty seller in Q3 2019 was Bank of New York Mellon, an estimated $48.3M sold.
Based on aggregated 13F filings for Q3 2019.