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Kimco Realty
KIM

373 hedge funds and large institutions have $8.41B invested in Kimco Realty in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 123 increasing their positions, 144 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

95% more call options, than puts

Call options by funds: $4.81M | Put options by funds: $2.46M

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0.12% more ownership

Funds ownership: 93.4% → 93.52% (+0.12%)

1% less funds holding

Funds holding: 375 → 373 (-2)

4% less capital invested

Capital invested by funds: $8.81B → $8.41B (-$395M)

15% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 144

Holders
373
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
10.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
29
Increased
123
Reduced
144
Closed
28
Calls
$4.81M
Puts
$2.46M
Net Calls
+$2.35M
Net Calls Change
+$2.67M

Top Buyers

1
PI
PGGM Investments
Netherlands
+$138M
2
Invesco
Invesco
Georgia
+$38.7M
3
TG
TCW Group
California
+$34M
4
N
Nuveen
North Carolina
+$20.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$19.5M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$52M
2
Two Sigma Investments
Two Sigma Investments
New York
-$28.8M
3
American Century Companies
American Century Companies
Missouri
-$27.3M
4
Barclays
Barclays
United Kingdom
-$25.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$24.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BG
176
Bollard Group
Massachusetts
$1.87M +$165K +7,204 +9%
ANI
177
American National Insurance
Texas
$1.87M – – –
SCM
178
Stevens Capital Management
Pennsylvania
$1.84M +$188K +8,219 +11%
LPC
179
Loeb Partners Corp
New York
$1.84M -$48.1K -2,100 -2%
SMDAM
180
Sumitomo Mitsui DS Asset Management
Japan
$1.8M +$70.9K +3,096 +4%
AMI
181
Amica Mutual Insurance
Rhode Island
$1.8M +$1.88M +82,048 New
OTPPB
182
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.79M +$84K +3,666 +5%
IOOF
183
Independent Order of Foresters
Ontario, Canada
$1.75M +$653K +28,500 +55%
COPPSERS
184
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.65M +$4.1K +179 +0.2%
LMGAM
185
Liberty Mutual Group Asset Management
Massachusetts
$1.65M -$73.1K -3,189 -4%
SOAMC
186
Spirit of America Management Corp
New York
$1.63M – – –
CB
187
Commerce Bank
Missouri
$1.61M +$30.6K +1,337 +2%
WBC
188
Westpac Banking Corp
Australia
$1.61M -$113K -4,916 -6%
TAM
189
Tocqueville Asset Management
New York
$1.58M – – –
URS
190
Utah Retirement Systems
Utah
$1.55M -$4.58K -200 -0.3%
State of Tennessee, Department of Treasury
191
State of Tennessee, Department of Treasury
Tennessee
$1.54M – – –
MSA
192
Mason Street Advisors
Wisconsin
$1.47M -$2.91K -127 -0.2%
FM
193
Forward Management
California
$1.44M -$135K -5,900 -8%
TRSOTSOK
194
Teachers Retirement System of the State of Kentucky
Kentucky
$1.36M – – –
GCP
195
GSA Capital Partners
United Kingdom
$1.35M -$1.39M -60,850 -50%
APFBOT
196
Amica Pension Fund Board of Trustees
Rhode Island
$1.33M +$1.39M +60,781 New
1832 Asset Management
197
1832 Asset Management
Ontario, Canada
$1.3M – – –
CBOA
198
Commonwealth Bank of Australia
Australia
$1.3M +$59.6K +2,600 +5%
PS
199
Presima Securities
Quebec, Canada
$1.29M – – –
LS
200
Livforsakringsbolaget Skandia
Sweden
$1.29M – – –
6 7
8
9 10

KIM Hedge Fund Activity: Q3 2014 in Review

373 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q3 2014, worth a combined $8.41B — down 4.5% from $8.81B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new KIM positions and 28 closed out — a net gain of 1 holder — while 123 added to existing stakes and 144 trimmed.

The largest buyer was PGGM Investments, adding an estimated $138M. The largest seller was Norges Bank, cutting an estimated $52M.

  • 373 institutional investors held Kimco Realty (KIM) as of Q3 2014, down from 375 in Q2 2014.
  • Funds reported $8.41B of Kimco Realty stock for Q3 2014, down 4.5% quarter-over-quarter.
  • 29 funds opened new Kimco Realty positions in Q3 2014 and 28 closed out, a net change of +1 holder.
  • The largest Kimco Realty buyer in Q3 2014 was PGGM Investments, an estimated $138M added.
  • The largest Kimco Realty seller in Q3 2014 was Norges Bank, an estimated $52M sold.

Based on aggregated 13F filings for Q3 2014.