We are live on ! Find out more
KIM icon

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
RCM
201
Riverhead Capital Management
Delaware
$1.41M +$1.48M +71,565 New
FM
202
Forward Management
California
$1.41M – – –
WAM
203
World Asset Management
Michigan
$1.4M -$183K -8,854 -11%
State of Tennessee, Department of Treasury
204
State of Tennessee, Department of Treasury
Tennessee
$1.39M -$1.58M -76,300 -52%
TRSOTSOK
205
Teachers Retirement System of the State of Kentucky
Kentucky
$1.38M – – –
WBC
206
Westpac Banking Corp
Australia
$1.37M -$102K -4,916 -7%
AA
207
ALPS Advisors
Colorado
$1.37M -$35.6K -1,722 -3%
MSA
208
Mason Street Advisors
Wisconsin
$1.34M -$188K -9,115 -12%
LMGAM
209
Liberty Mutual Group Asset Management
Massachusetts
$1.3M +$850K +41,146 +167%
Walleye Trading
210
Walleye Trading
New York
$1.27M -$64.1K -3,104 -5%
RJA
211
Raymond James & Associates
Florida
$1.2M +$171K +8,285 +16%
GCP
212
GSA Capital Partners
United Kingdom
$1.12M +$901K +43,595 +327%
HT
213
HAP Trading
New York
$1.12M +$485K +23,447 +70%
Allianz Asset Management
214
Allianz Asset Management
Germany
$1.09M -$9.05M -437,990 -89%
OPERF
215
Oregon Public Employees Retirement Fund
Oregon
$1.09M +$155K +7,500 +16%
CG
216
Clinton Group
New York
$1.08M -$892K -43,187 -44%
AIU
217
Algebris Investments (UK)
United Kingdom
$1.07M +$296K +14,315 +36%
BIG
218
Blackthorn Investment Group
Kansas
$1.06M +$1.11M +53,890 New
QI
219
QS Investors
New York
$1.04M +$1.09M +52,900 New
HI
220
Honeywell International
North Carolina
$1.04M +$1.09M +52,700 New
IOOF
221
Independent Order of Foresters
Ontario, Canada
$1.01M – – –
AWCI
222
Alpine Woods Capital Investors
New York
$987K – – –
CIBC Asset Management
223
CIBC Asset Management
Ontario, Canada
$980K -$8.27K -400 -0.8%
Janus Henderson Group
224
Janus Henderson Group
United Kingdom
$976K – – –
Commonwealth Equity Services
225
Commonwealth Equity Services
Massachusetts
$968K -$17.2K -834 -2%
7 8
9
10 11

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.