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Kimco Realty
KIM

357 hedge funds and large institutions have $8.49B invested in Kimco Realty in 2014 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 112 increasing their positions, 147 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $7.4B → $8.49B (+$1.09B)

3.1% more ownership

Funds ownership: 91.58% → 94.68% (+3.1%)

5% less funds holding

Funds holding: 375 → 357 (-18)

24% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 147

29% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 42

45% less call options, than puts

Call options by funds: $1.71M | Put options by funds: $3.13M

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
357
Holders Change
-18
Holders Change %
-4.8%
% of All Funds
10.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
30
Increased
112
Reduced
147
Closed
42
Calls
$1.71M
Puts
$3.13M
Net Calls
-$1.42M
Net Calls Change
-$1.05M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$530M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
+$189M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$42.5M
4
AIM
abrdn Investment Management
United Kingdom
+$28.9M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$18.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$88.9M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$81.6M
3
JP Morgan Chase
JP Morgan Chase
New York
-$58.6M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$44.4M
5
HRES
Heitman Real Estate Securities
Illinois
-$36.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
OI
201
Oakbrook Investments
Illinois
$1.48M -$268K -12,602 -16%
OTPPB
202
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.46M -$371K -17,427 -21%
WAM
203
World Asset Management
Michigan
$1.38M -$167K -7,824 -11%
ARTA
204
A.R.T. Advisors
New York
$1.38M -$2.23M -104,565 -62%
AA
205
ALPS Advisors
Colorado
$1.35M -$77.8K -3,652 -6%
LS
206
Livforsakringsbolaget Skandia
Sweden
$1.29M +$1.25M +58,889 New
GCA
207
Gideon Capital Advisors
New York
$1.26M -$794K -37,264 -39%
CIBC Asset Management
208
CIBC Asset Management
Ontario, Canada
$1.21M +$122K +5,738 +12%
OPERF
209
Oregon Public Employees Retirement Fund
Oregon
$1.21M – – –
Allianz Asset Management
210
Allianz Asset Management
Germany
$1.21M -$6.24K -293 -0.5%
IOOF
211
Independent Order of Foresters
Ontario, Canada
$1.12M – – –
Commonwealth Equity Services
212
Commonwealth Equity Services
Massachusetts
$1.12M +$45.2K +2,121 +4%
AWCI
213
Alpine Woods Capital Investors
New York
$1.09M – – –
STC
214
SEI Trust Company
Pennsylvania
$1.07M -$812K -38,154 -44%
DKCM
215
Davidson Kempner Capital Management
New York
$1.07M +$1.04M +49,000 New
TCM
216
Twin Capital Management
Pennsylvania
$1.04M +$75.2K +3,530 +8%
MOACM
217
Mutual of America Capital Management
New York
$993K +$6.75K +317 +0.7%
GIA
218
Gateway Investment Advisers
Ohio
$929K -$16.9K -794 -2%
TMAM
219
Tokio Marine Asset Management
Japan
$887K -$24.2K -1,135 -3%
CAM
220
Chesapeake Asset Management
New York
$882K – – –
WFM
221
Wilmington Funds Management
Delaware
$877K -$85.2K -4,000 -9%
CIP
222
Convergence Investment Partners
Florida
$840K +$334K +15,702 +69%
AAM
223
Aberdeen Asset Management
United Kingdom
$835K – – –
GL
224
GLG LLC
New York
$829K +$807K +37,881 New
WHG
225
Westwood Holdings Group
Texas
$828K +$23.4K +1,100 +3%
7 8
9
10 11

KIM Hedge Fund Activity: Q1 2014 in Review

357 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q1 2014, worth a combined $8.49B — up 15% from $7.4B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of KIM and 30 opened new positions — a net loss of 12 holders — while 147 trimmed existing stakes and 112 added.

The largest buyer was Cohen & Steers, adding an estimated $530M. The largest seller was Fidelity Investments, cutting an estimated $88.9M.

  • 357 institutional investors held Kimco Realty (KIM) as of Q1 2014, down from 375 in Q4 2013.
  • Funds reported $8.49B of Kimco Realty stock for Q1 2014, up 15% quarter-over-quarter.
  • 30 funds opened new Kimco Realty positions in Q1 2014 and 42 closed out, a net change of -12 holders.
  • The largest Kimco Realty buyer in Q1 2014 was Cohen & Steers, an estimated $530M added.
  • The largest Kimco Realty seller in Q1 2014 was Fidelity Investments, an estimated $88.9M sold.

Based on aggregated 13F filings for Q1 2014.