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Kimco Realty
KIM

375 hedge funds and large institutions have $7.4B invested in Kimco Realty in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 114 increasing their positions, 149 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

4% more funds holding

Funds holding: 360 → 375 (+15)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less capital invested

Capital invested by funds: $7.65B → $7.4B (-$249M)

7% less call options, than puts

Call options by funds: $4.74M | Put options by funds: $5.12M

1.13% less ownership

Funds ownership: 92.71% → 91.58% (-1.1%)

23% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 149

Holders
375
Holders Change
+15
Holders Change %
+4.17%
% of All Funds
10.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
44
Increased
114
Reduced
149
Closed
29
Calls
$4.74M
Puts
$5.12M
Net Calls
-$375K
Net Calls Change
-$163K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$41.3M
2
O
OppenheimerFunds
New York
+$36.1M
3
RFC
Russell Frank Company
Washington
+$28.5M
4
State Street
State Street
Massachusetts
+$25.9M
5
HRES
Heitman Real Estate Securities
Illinois
+$24.2M

Top Sellers

1
PI
PGGM Investments
Netherlands
-$77.7M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$69.9M
3
AAMU
APG Asset Management US
New York
-$66.3M
4
Cohen & Steers
Cohen & Steers
New York
-$49.3M
5
Invesco
Invesco
Georgia
-$38.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
51
Guggenheim Capital
Illinois
$22.8M +$4.27M +206,434 +22%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$22.3M -$403K -19,500 -2%
TG
53
TCW Group
California
$21.4M -$549K -26,590 -2%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$21.3M +$1.34M +64,963 +7%
TIAAOA
55
Teachers Insurance & Annuity Association of America
New York
$19.6M -$416K -20,130 -2%
TCIM
56
TIAA CREF Investment Management
New York
$18.4M -$15.5M -747,842 -45%
Wellington Management Group
57
Wellington Management Group
Massachusetts
$17.4M -$403K -19,500 -2%
AAMU
58
Amundi Asset Management US
Massachusetts
$17.3M +$2.44M +118,111 +16%
Two Sigma Investments
59
Two Sigma Investments
New York
$17.2M +$16.1M +777,673 +816%
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$17M +$971K +47,009 +6%
Renaissance Technologies
61
Renaissance Technologies
New York
$16.3M +$3.54M +171,300 +26%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$16M -$833K -40,294 -5%
Mitsubishi UFJ Trust & Banking
63
Mitsubishi UFJ Trust & Banking
Japan
$15.1M -$364K -17,636 -2%
BIM
64
BlackRock Investment Management
Delaware
$14.9M -$515K -24,915 -3%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$14.7M -$18.6K -902 -0.1%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$14.6M +$105K +5,100 +0.7%
BNP Paribas Asset Management
67
BNP Paribas Asset Management
France
$14.4M +$12.7M +615,328 +544%
Millennium Management
68
Millennium Management
New York
$13.4M -$8.62M -417,025 -38%
MTB
69
Mizuho Trust & Banking
Japan
$13.1M -$505K -24,431 -4%
SO
70
STRS Ohio
Ohio
$12.8M -$9.94M -481,036 -43%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$12.8M -$1.15M -55,535 -8%
Citigroup
72
Citigroup
New York
$12.8M -$2.29M -111,007 -15%
PPA
73
Parametric Portfolio Associates
Washington
$12.7M +$775K +37,499 +6%
QBFM
74
QS Batterymarch Financial Management
New York
$12.7M -$141K -6,845 -1%
Citadel Advisors
75
Citadel Advisors
Florida
$12.1M +$8.97M +434,008 +242%
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KIM Hedge Fund Activity: Q4 2013 in Review

375 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q4 2013, worth a combined $7.4B — down 3.3% from $7.65B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new KIM positions and 29 closed out — a net gain of 15 holders — while 114 added to existing stakes and 149 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $41.3M. The largest seller was PGGM Investments, cutting an estimated $77.7M.

  • 375 institutional investors held Kimco Realty (KIM) as of Q4 2013, up from 360 in Q3 2013.
  • Funds reported $7.4B of Kimco Realty stock for Q4 2013, down 3.3% quarter-over-quarter.
  • 44 funds opened new Kimco Realty positions in Q4 2013 and 29 closed out, a net change of +15 holders.
  • The largest Kimco Realty buyer in Q4 2013 was JP Morgan Chase, an estimated $41.3M added.
  • The largest Kimco Realty seller in Q4 2013 was PGGM Investments, an estimated $77.7M sold.

Based on aggregated 13F filings for Q4 2013.