Kimco Realty
371 hedge funds and large institutions have $9.9B invested in Kimco Realty in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 126 increasing their positions, 148 reducing their positions, and 46 closing their positions.
6% more capital invested
Capital invested by funds: $9.38B → $9.9B (+$524M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.27% less ownership
Funds ownership: 90.77% → 89.5% (-1.3%)
7% less funds holding
Funds holding: 398 → 371 (-27)
15% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 148
48% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 46
57% less call options, than puts
Call options by funds: $220K | Put options by funds: $511K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$202M |
| 2 |
Morgan Stanley
New York
|
+$93.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$59.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$45.2M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$17.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$247M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$149M |
| 3 |
Millennium Management
New York
|
-$31.6M |
| 4 |
State Street
Boston,
Massachusetts
|
-$30.4M |
| 5 |
D.E. Shaw & Co
New York
|
-$20.4M |
KIM Hedge Fund Activity: Q1 2015 in Review
371 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q1 2015, worth a combined $9.9B — up 5.6% from $9.38B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of KIM and 24 opened new positions — a net loss of 22 holders — while 148 trimmed existing stakes and 126 added.
The largest buyer was CBRE Investment Management Listed Real Assets, adding an estimated $202M. The largest seller was Cohen & Steers, cutting an estimated $247M.
- 371 institutional investors held Kimco Realty (KIM) as of Q1 2015, down from 398 in Q4 2014.
- Funds reported $9.9B of Kimco Realty stock for Q1 2015, up 5.6% quarter-over-quarter.
- 24 funds opened new Kimco Realty positions in Q1 2015 and 46 closed out, a net change of -22 holders.
- The largest Kimco Realty buyer in Q1 2015 was CBRE Investment Management Listed Real Assets, an estimated $202M added.
- The largest Kimco Realty seller in Q1 2015 was Cohen & Steers, an estimated $247M sold.
Based on aggregated 13F filings for Q1 2015.