We are live on ! Find out more
KIM icon

Kimco Realty
KIM

420 hedge funds and large institutions have $3.79B invested in Kimco Realty in 2020 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 137 increasing their positions, 160 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $2.98M | Put options by funds: $2.1M

0.94% less ownership

Funds ownership: 92.67% → 91.73% (-0.94%)

4% less funds holding

Funds holding: 438 → 420 (-18)

14% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 160

18% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 73

53% less capital invested

Capital invested by funds: $8.11B → $3.79B (-$4.32B)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
420
Holders Change
-18
Holders Change %
-4.11%
% of All Funds
9.26%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
60
Increased
137
Reduced
160
Closed
73
Calls
$2.98M
Puts
$2.1M
Net Calls
+$871K
Net Calls Change
-$551K

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$175M
2
Invesco
Invesco
Georgia
+$113M
3
PP
Prudential plc
United Kingdom
+$73.7M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
+$58M
5
MHI
Miller Howard Investments
New York
+$34.4M

Top Sellers

1
ZP
Zimmer Partners
New York
-$80.8M
2
MMH
Menora Mivtachim Holdings
Israel
-$78.3M
3
Morgan Stanley
Morgan Stanley
New York
-$60.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$45.3M
5
Goldman Sachs
Goldman Sachs
New York
-$38.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
476
Realta Investment Advisors
Delaware
– -$5K -240 Closed
SPIA
477
Steward Partners Investment Advisory
New York
– -$3K -168 Closed
SFS
478
Sowell Financial Services
Arkansas
– -$3K -156 Closed
PCIA
479
Prime Capital Investment Advisors
Kansas
– -$3K -142 Closed
NFG
480
Next Financial Group
Texas
– -$2K -119 Closed
SL
481
Savior LLC
Massachusetts
– -$1.91K -111 Closed
SQA
482
Simon Quick Advisors
New Jersey
– -$2K -108 Closed
Fidelity International
483
Fidelity International
Bermuda
– -$2K -96 Closed
PWP
484
Personal Wealth Partners
Minnesota
– -$2K -94 Closed
SFSIG
485
San Francisco Sentry Investment Group
California
– -$2K -82 Closed
BWA
486
Burt Wealth Advisors
Maryland
– -$1K -53 Closed
FPFS
487
First Personal Financial Services
North Carolina
– -$1K -31 Closed
FGAM
488
Financial Gravity Asset Management
Texas
– -$21K -2 Closed
PCTC
489
Perkins Coie Trust Company
Washington
– +$258 +15 New
VCM
490
Versant Capital Management
Arizona
– +$361 +21 New
16 17 18 19
20

KIM Hedge Fund Activity: Q1 2020 in Review

420 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q1 2020, worth a combined $3.79B — down 53% from $8.11B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of KIM and 60 opened new positions — a net loss of 13 holders — while 160 trimmed existing stakes and 137 added.

The largest buyer was Cohen & Steers, adding an estimated $175M. The largest seller was Zimmer Partners, exiting entirely with an estimated $80.8M sold.

  • 420 institutional investors held Kimco Realty (KIM) as of Q1 2020, down from 438 in Q4 2019.
  • Funds reported $3.79B of Kimco Realty stock for Q1 2020, down 53% quarter-over-quarter.
  • 60 funds opened new Kimco Realty positions in Q1 2020 and 73 closed out, a net change of -13 holders.
  • The largest Kimco Realty buyer in Q1 2020 was Cohen & Steers, an estimated $175M added.
  • The largest Kimco Realty seller in Q1 2020 was Zimmer Partners, an estimated $80.8M sold.

Based on aggregated 13F filings for Q1 2020.