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Kimco Realty
KIM

416 hedge funds and large institutions have $7.71B invested in Kimco Realty in 2017 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 135 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

11% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 135

10% more capital invested

Capital invested by funds: $7B → $7.71B (+$714M)

3.13% more ownership

Funds ownership: 89.58% → 92.72% (+3.1%)

2% more funds holding

Funds holding: 407 → 416 (+9)

43% less call options, than puts

Call options by funds: $6.05M | Put options by funds: $10.7M

Holders
416
Holders Change
+9
Holders Change %
+2.21%
% of All Funds
10.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
150
Reduced
135
Closed
46
Calls
$6.05M
Puts
$10.7M
Net Calls
-$4.64M
Net Calls Change
+$3.78M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$157M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$53.3M
3
American Century Companies
American Century Companies
Missouri
+$44.5M
4
Credit Agricole
Credit Agricole
France
+$28.5M
5
HCM
Hamlin Capital Management
New York
+$23.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$54.5M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$24.1M
3
Two Sigma Investments
Two Sigma Investments
New York
-$24M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$21.6M
5
MWNA
Marshall Wace North America
New York
-$18M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
151
Nationwide Fund Advisors
Ohio
$2.36M -$347K -17,672 -13%
TPSF
152
Texas Permanent School Fund
Texas
$2.31M -$32.1K -1,635 -1%
Citadel Advisors
153
Citadel Advisors
Florida
$2.3M -$9.1M -463,873 -80%
ECM
154
EII Capital Management
New York
$2.29M +$2.3M +117,068 New
US Bancorp
155
US Bancorp
Minnesota
$2.24M +$132K +6,746 +6%
RA
156
RMR Advisors
Massachusetts
$2.15M – – –
DA
157
Denali Advisors
California
$2.14M +$2.15M +109,600 New
SAM
158
Shell Asset Management
Netherlands
$2.12M -$301K -15,325 -12%
PAM
159
Panagora Asset Management
Massachusetts
$2.11M +$1.47M +74,817 +226%
FAF
160
Fjarde Ap-fonden
Sweden
$2.03M -$334K -17,007 -14%
VRS
161
Virginia Retirement Systems
Virginia
$2.01M -$2.78M -141,840 -58%
W
162
Wealthfront
California
$1.98M +$1.46M +74,287 +278%
NMERB
163
New Mexico Educational Retirement Board
New Mexico
$1.92M – – –
CB
164
Commerce Bank
Missouri
$1.9M -$176K -8,986 -8%
URS
165
Utah Retirement Systems
Utah
$1.88M +$9.81K +500 +0.5%
NMIMC
166
Northwestern Mutual Investment Management Company
Wisconsin
$1.87M -$44K -2,244 -2%
PP
167
Paloma Partners
Connecticut
$1.86M -$1.09M -55,742 -37%
LM
168
Lincluden Management
Ontario, Canada
$1.83M – – –
LIMS
169
Lasalle Investment Management Securities
Maryland
$1.83M – – –
O
170
OppenheimerFunds
New York
$1.81M +$74.5K +3,798 +4%
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$1.76M +$228K +11,643 +15%
Caisse de Depot et Placement du Quebec (CDPQ)
172
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.66M +$33.3K +1,700 +2%
ANI
173
American National Insurance
Texas
$1.65M – – –
Public Employees Retirement Association of Colorado
174
Public Employees Retirement Association of Colorado
Colorado
$1.58M -$57.1K -2,912 -3%
PS
175
Presima Securities
Quebec, Canada
$1.57M – – –
5 6
7
8 9

KIM Hedge Fund Activity: Q3 2017 in Review

416 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q3 2017, worth a combined $7.71B — up 10% from $7B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new KIM positions and 46 closed out — a net gain of 13 holders — while 150 added to existing stakes and 135 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $157M. The largest seller was JP Morgan Chase, cutting an estimated $54.5M.

  • 416 institutional investors held Kimco Realty (KIM) as of Q3 2017, up from 407 in Q2 2017.
  • Funds reported $7.71B of Kimco Realty stock for Q3 2017, up 10% quarter-over-quarter.
  • 59 funds opened new Kimco Realty positions in Q3 2017 and 46 closed out, a net change of +13 holders.
  • The largest Kimco Realty buyer in Q3 2017 was Capital Research Global Investors, an estimated $157M added.
  • The largest Kimco Realty seller in Q3 2017 was JP Morgan Chase, an estimated $54.5M sold.

Based on aggregated 13F filings for Q3 2017.