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Kimco Realty
KIM

360 hedge funds and large institutions have $7.65B invested in Kimco Realty in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 115 increasing their positions, 134 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 15

10% more funds holding

Funds holding: 328 → 360 (+32)

4% less call options, than puts

Call options by funds: $4.97M | Put options by funds: $5.19M

3.76% less ownership

Funds ownership: 96.47% → 92.71% (-3.8%)

9% less capital invested

Capital invested by funds: $8.44B → $7.65B (-$784M)

14% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 134

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
360
Holders Change
+32
Holders Change %
+9.76%
% of All Funds
11.67%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
49
Increased
115
Reduced
134
Closed
15
Calls
$4.97M
Puts
$5.19M
Net Calls
-$212K
Net Calls Change
+$425K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$121M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$68.2M
3
BIT
BlackRock Institutional Trust
California
+$27.1M
4
DPIM
Duff & Phelps Investment Management
Illinois
+$25.1M
5
Barclays
Barclays
United Kingdom
+$22.9M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$471M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$179M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$34.1M
4
SCRM
Security Capital Research & Management
Illinois
-$14.1M
5
BFA
BlackRock Fund Advisors
California
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIM
176
Jupiter Investment Management
United Kingdom
$2.05M +$2.16M +101,400 New
Public Employees Retirement Association of Colorado
177
Public Employees Retirement Association of Colorado
Colorado
$2.03M -$2.47K -116 -0.1%
AG
178
Aperio Group
California
$2M +$263K +12,345 +14%
OTPPB
179
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.99M -$288K -13,489 -12%
CG
180
Clinton Group
New York
$1.98M +$2.09M +97,974 New
Royal London Asset Management
181
Royal London Asset Management
United Kingdom
$1.98M +$25.8K +1,210 +1%
GH
182
GAM Holding
Switzerland
$1.97M +$2.08M +97,500 New
Two Sigma Investments
183
Two Sigma Investments
New York
$1.92M -$10.3M -483,738 -84%
ESCM
184
Echo Street Capital Management
New York
$1.9M +$2M +94,000 New
LIMS
185
Lasalle Investment Management Securities
Maryland
$1.89M – – –
RFC
186
Russell Frank Company
Washington
$1.86M +$947K +44,419 +94%
LPC
187
Loeb Partners Corp
New York
$1.79M -$333K -15,600 -15%
NCCM
188
Nine Chapters Capital Management
New Jersey
$1.79M +$1.89M +88,500 New
ANI
189
American National Insurance
Texas
$1.72M – – –
COPPSERS
190
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.69M +$9.15K +429 +0.5%
OI
191
Oakbrook Investments
Illinois
$1.68M -$148K -6,950 -8%
WAM
192
World Asset Management
Michigan
$1.61M -$138K -6,479 -8%
MSA
193
Mason Street Advisors
Wisconsin
$1.56M -$193K -9,036 -10%
WBC
194
Westpac Banking Corp
Australia
$1.5M -$58.9K -2,764 -4%
URS
195
Utah Retirement Systems
Utah
$1.47M -$12.8K -600 -0.8%
Nomura Holdings
196
Nomura Holdings
Japan
$1.46M +$921K +43,196 +148%
CM
197
Churchill Management
California
$1.45M +$199K +9,334 +15%
FM
198
Forward Management
California
$1.44M -$448K -21,000 -23%
TRSOTSOK
199
Teachers Retirement System of the State of Kentucky
Kentucky
$1.41M -$134K -6,300 -8%
CB
200
Commerce Bank
Missouri
$1.36M -$17.2K -805 -1%
6 7
8
9 10

KIM Hedge Fund Activity: Q3 2013 in Review

360 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q3 2013, worth a combined $7.65B — down 9.3% from $8.44B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new KIM positions and 15 closed out — a net gain of 34 holders — while 115 added to existing stakes and 134 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $121M. The largest seller was Cohen & Steers, cutting an estimated $471M.

  • 360 institutional investors held Kimco Realty (KIM) as of Q3 2013, up from 328 in Q2 2013.
  • Funds reported $7.65B of Kimco Realty stock for Q3 2013, down 9.3% quarter-over-quarter.
  • 49 funds opened new Kimco Realty positions in Q3 2013 and 15 closed out, a net change of +34 holders.
  • The largest Kimco Realty buyer in Q3 2013 was JP Morgan Chase, an estimated $121M added.
  • The largest Kimco Realty seller in Q3 2013 was Cohen & Steers, an estimated $471M sold.

Based on aggregated 13F filings for Q3 2013.