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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
IG
126
ING Group
Netherlands
$4.5M +$1.31M +63,150 +38%
SOADOR
127
State of Alaska Department of Revenue
Alaska
$4.49M +$1.68M +81,480 +56%
Neuberger Berman Group
128
Neuberger Berman Group
New York
$4.48M -$6.74K -326 -0.1%
PAMU
129
Pictet Asset Management (UK)
United Kingdom
$4.45M +$86.8K +4,200 +2%
LFFS
130
La Francaise Forum Securities
Connecticut
$4.32M +$1.62M +78,320 +56%
BCIM
131
British Columbia Investment Management
British Columbia, Canada
$4.07M -$2.76M -133,647 -39%
Canada Life
132
Canada Life
Manitoba, Canada
$3.98M +$214K +10,350 +5%
GWI
133
Grace & White Inc
New York
$3.91M – – –
TPSF
134
Texas Permanent School Fund
Texas
$3.75M -$292K -14,108 -7%
NFA
135
Nationwide Fund Advisors
Ohio
$3.68M -$17.5K -847 -0.5%
CMBA
136
C.M. Bidwell & Associates
Hawaii
$3.67M +$3.84M +185,730 New
CIBC World Market
137
CIBC World Market
Ontario, Canada
$3.6M -$300K -14,504 -7%
Nomura Asset Management
138
Nomura Asset Management
Japan
$3.57M -$119K -5,740 -3%
PI
139
Putnam Investments
Massachusetts
$3.51M -$475K -22,980 -11%
BREA
140
Barings Real Estate Advisers
Connecticut
$3.49M +$3.65M +176,691 New
GHF
141
Good Harbor Financial
Illinois
$3.47M +$3.63M +175,837 New
DCM
142
Dynamic Capital Management
Jersey
$3.45M -$277K -13,401 -7%
CPS
143
Counsel Portfolio Services
Ontario, Canada
$3.4M +$1.58M +76,420 +80%
ARTA
144
A.R.T. Advisors
New York
$3.31M +$3.22M +156,047 +1,358%
Comerica Bank
145
Comerica Bank
Texas
$3.3M -$26.7K -1,290 -0.8%
SOMRS
146
State of Michigan Retirement System
Michigan
$3.29M -$2.07K -100 -0.1%
IRF
147
IBM Retirement Fund
New York
$3.25M -$149K -7,211 -4%
Ameriprise
148
Ameriprise
Minnesota
$3.24M +$12.7K +616 +0.4%
Aviva
149
Aviva
United Kingdom
$3.14M +$697K +33,713 +27%
AAF
150
Andra AP-fonden
Sweden
$3.03M -$488K -23,600 -13%
4 5
6
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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.