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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
Public Sector Pension Investment Board (PSP Investments)
151
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.02M +$333K +16,100 +12%
AIG
152
American International Group
New York
$2.97M +$24.2K +1,172 +0.8%
EA
153
Euclid Advisors
Connecticut
$2.95M -$86.6K -4,190 -3%
CA
154
Commerzbank Aktiengesellschaft
Germany
$2.87M +$65.3K +3,161 +2%
TSU
155
TD Securities (USA)
New York
$2.85M +$88.6K +4,289 +3%
CCM
156
Crossvault Capital Management
Texas
$2.8M +$2.93M +141,960 New
FWCM
157
Ferguson Wellman Capital Management
Oregon
$2.8M -$167K -8,085 -5%
LMF
158
LMR Master Fund
Cayman Islands
$2.57M +$2.45M +118,565 +1,013%
VLKIM
159
Van Lanschot Kempen Investment Management
Netherlands
$2.56M +$2.68M +129,610 New
PDN
160
Pensionfund DSM Netherlands
Netherlands
$2.54M – – –
DCM
161
Dupont Capital Management
Delaware
$2.51M +$116K +5,637 +5%
US Bancorp
162
US Bancorp
Minnesota
$2.5M +$139K +6,727 +6%
SP
163
Sarasin & Partners
United Kingdom
$2.5M -$59.6K -2,884 -2%
KBC Group
164
KBC Group
Belgium
$2.42M -$122K -5,921 -5%
USAA
165
United Services Automobile Association
Texas
$2.37M +$221K +10,700 +10%
SAM
166
Shell Asset Management
Netherlands
$2.35M +$313K +15,136 +15%
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$2.34M -$415K -20,100 -14%
Lord, Abbett & Co
168
Lord, Abbett & Co
New Jersey
$2.32M +$242K +11,700 +11%
ASRS
169
Arizona State Retirement System
Arizona
$2.31M -$68.2K -3,300 -3%
HIMCH
170
Hartford Investment Management Co (HIMCO)
Connecticut
$2.3M -$204K -9,880 -8%
FAF
171
Fjarde Ap-fonden
Sweden
$2.2M -$160K -7,761 -7%
RA
172
RMR Advisors
Massachusetts
$2.17M – – –
RA
173
Rational Advisors
New York
$2.16M -$1.24M -60,200 -36%
Grantham, Mayo, Van Otterloo & Co (GMO)
174
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.13M +$9.71K +470 +0.4%
GIBU
175
Gulf International Bank (UK)
United Kingdom
$2.11M +$2.21M +107,014 New
5 6
7
8 9

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.