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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
EIM
176
ExxonMobil Investment Management
Texas
$2.11M -$46.7K -2,260 -2%
Mitsubishi UFJ Asset Management
177
Mitsubishi UFJ Asset Management
Japan
$2.1M -$270K -13,045 -11%
AG
178
Aperio Group
California
$2.08M -$2.05M -99,072 Closed
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$2.05M +$11.1K +535 +0.5%
Public Employees Retirement Association of Colorado
180
Public Employees Retirement Association of Colorado
Colorado
$1.99M +$4.77K +231 +0.2%
SOAMC
181
Spirit of America Management Corp
New York
$1.98M -$246K -11,890 -11%
Royal London Asset Management
182
Royal London Asset Management
United Kingdom
$1.93M +$19.9K +963 +1%
Teacher Retirement System of Texas
183
Teacher Retirement System of Texas
Texas
$1.93M +$1.68M +81,403 +503%
MAM
184
Mizuho Asset Management
Japan
$1.91M -$286K -13,835 -13%
GCA
185
Gideon Capital Advisors
New York
$1.87M +$1.96M +94,806 New
WCM
186
Winton Capital Management
United Kingdom
$1.86M -$2.04M -98,757 -51%
LIMS
187
Lasalle Investment Management Securities
Maryland
$1.85M – – –
SCM
188
Stevens Capital Management
Pennsylvania
$1.82M +$1.91M +92,385 New
LPC
189
Loeb Partners Corp
New York
$1.76M +$10.3K +500 +0.6%
STC
190
SEI Trust Company
Pennsylvania
$1.72M +$1.02M +49,553 +131%
ANI
191
American National Insurance
Texas
$1.68M – – –
OTPPB
192
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.66M -$293K -14,181 -14%
NCCM
193
Nine Chapters Capital Management
New Jersey
$1.59M -$165K -8,000 -9%
OI
194
Oakbrook Investments
Illinois
$1.58M -$58.4K -2,825 -3%
JHIU
195
Janus Henderson Investors US
Colorado
$1.53M -$11.4M -552,996 -88%
BG
196
Bollard Group
Massachusetts
$1.52M +$1.6M +77,231 New
CB
197
Commerce Bank
Missouri
$1.48M +$148K +7,150 +11%
URS
198
Utah Retirement Systems
Utah
$1.44M – – –
SCM
199
Stuyvesant Capital Management
New York
$1.43M +$1.5M +72,600 New
PAM
200
Panagora Asset Management
Massachusetts
$1.42M -$1.33M -64,303 -47%
6 7
8
9 10

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.