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Kimco Realty

375 hedge funds and large institutions have $8.81B invested in Kimco Realty in 2014 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 113 increasing their positions, 158 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

5% more funds holding

Funds holding: 357375 (+18)

4% more capital invested

Capital invested by funds: $8.49B → $8.81B (+$316M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.28% less ownership

Funds ownership: 94.68%93.4% (-1.3%)

28% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 158

42% less call options, than puts

Call options by funds: $431K | Put options by funds: $746K

Holders
375
Holders Change
+18
Holders Change %
+5.04%
% of All Funds
10.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
113
Reduced
158
Closed
15
Calls
$431K
Puts
$746K
Net Calls
-$315K
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
JIM
176
Jupiter Investment Management
United Kingdom
$2.24M +$2.21M +97,500 New
GCA
177
Gideon Capital Advisors
New York
$2.24M +$904K +39,836 +69%
VLKIM
178
Van Lanschot Kempen Investment Management
Netherlands
$2.17M -$1.26M -55,290 -37%
LIMS
179
Lasalle Investment Management Securities
Maryland
$2.15M
SP
180
Sarasin & Partners
United Kingdom
$2.11M -$91.7K -4,037 -4%
Royal London Asset Management
181
Royal London Asset Management
United Kingdom
$2.07M -$9.04K -398 -0.4%
HNB
182
Huntington National Bank
Ohio
$2.01M -$1.49M -65,613 -43%
VKH
183
Virtu KCG Holdings
New York
$1.98M +$1.41M +62,230 +259%
LPC
184
Loeb Partners Corp
New York
$1.98M -$11.4K -500 -0.6%
ANI
185
American National Insurance
Texas
$1.96M
Grantham, Mayo, Van Otterloo & Co (GMO)
186
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.88M -$129K -5,700 -6%
Axa
187
Axa
France
$1.88M +$114K +5,000 +7%
STC
188
SEI Trust Company
Pennsylvania
$1.83M +$689K +30,369 +62%
SMDAM
189
Sumitomo Mitsui DS Asset Management
Japan
$1.81M -$10.1M -442,988 -85%
WBC
190
Westpac Banking Corp
Australia
$1.8M
LMGAM
191
Liberty Mutual Group Asset Management
Massachusetts
$1.8M -$31.5K -1,388 -2%
BG
192
Bollard Group
Massachusetts
$1.8M +$15K +660 +0.9%
OTPPB
193
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.8M +$258K +11,366 +17%
SCM
194
Stevens Capital Management
Pennsylvania
$1.75M -$6.04K -266 -0.3%
COPPSERS
195
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.73M -$75.1K -3,308 -4%
SOAMC
196
Spirit of America Management Corp
New York
$1.71M
CB
197
Commerce Bank
Missouri
$1.66M -$58.6K -2,580 -3%
TAM
198
Tocqueville Asset Management
New York
$1.66M -$8M -352,350 -83%
FM
199
Forward Management
California
$1.64M
URS
200
Utah Retirement Systems
Utah
$1.63M -$49.9K -2,200 -3%

KIM Hedge Fund Activity: Q2 2014 in Review

375 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q2 2014, worth a combined $8.81B — up 3.7% from $8.49B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new KIM positions and 15 closed out — a net gain of 21 holders — while 113 added to existing stakes and 158 trimmed.

The largest buyer was Norges Bank, adding an estimated $65M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $44.4M.

  • 375 institutional investors held Kimco Realty (KIM) as of Q2 2014, up from 357 in Q1 2014.
  • Funds reported $8.81B of Kimco Realty stock for Q2 2014, up 3.7% quarter-over-quarter.
  • 36 funds opened new Kimco Realty positions in Q2 2014 and 15 closed out, a net change of +21 holders.
  • The largest Kimco Realty buyer in Q2 2014 was Norges Bank, an estimated $65M added.
  • The largest Kimco Realty seller in Q2 2014 was CBRE Investment Management Listed Real Assets, an estimated $44.4M sold.

Based on aggregated 13F filings for Q2 2014.