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Kimco Realty

438 hedge funds and large institutions have $8.11B invested in Kimco Realty in 2019 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 153 increasing their positions, 162 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $4.79M | Put options by funds: $3.37M

33% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 42

2% more ownership

Funds ownership: 90.68%92.67% (+2%)

1% more funds holding

Funds holding: 432438 (+6)

2% more capital invested

Capital invested by funds: $7.99B → $8.11B (+$121M)

6% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 162

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
438
Holders Change
+6
Holders Change %
+1.39%
% of All Funds
8.63%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
56
Increased
153
Reduced
162
Closed
42
Calls
$4.79M
Puts
$3.37M
Net Calls
+$1.42M
Net Calls Change
+$4.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
201
Commonwealth Equity Services
Massachusetts
$1.06M -$33.9K -1,618 -3%
LPL Financial
202
LPL Financial
California
$1.05M -$127K -6,047 -11%
SLF
203
Sun Life Financial
Ontario, Canada
$1.04M -$599K -28,541 -36%
CFA
204
Camarda Financial Advisors
Florida
$996K -$1.1M -52,328 -52%
DnB Asset Management
205
DnB Asset Management
Norway
$991K
Cambridge Investment Research Advisors
206
Cambridge Investment Research Advisors
Iowa
$991K +$672K +32,034 +203%
GI
207
GAMCO Investors
Connecticut
$988K
UB
208
UMB Bank
Missouri
$951K -$15.3K -731 -2%
UCFA
209
United Capital Financial Advisors
Texas
$950K +$178K +8,481 +23%
JMPWA
210
JP Morgan Private Wealth Advisors
California
$949K -$113K -5,391 -11%
SMDAM
211
Sumitomo Mitsui DS Asset Management
Japan
$942K +$56.2K +2,679 +6%
DekaBank Deutsche Girozentrale
212
DekaBank Deutsche Girozentrale
Germany
$918K -$3.47M -165,367 -79%
SWM
213
SeaCrest Wealth Management
New York
$918K -$48K -2,288 -5%
ANI
214
American National Insurance
Texas
$900K -$126K -6,000 -12%
B
215
BP
United Kingdom
$870K
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$870K +$2.08K +99 +0.2%
SAM
217
Securian Asset Management
Minnesota
$865K -$27.4K -1,308 -3%
KWILP
218
Kiwi Wealth Investments Limited Partnership
New Zealand
$863K -$2.17M -103,212 -71%
RIM
219
Redpoint Investment Management
Australia
$850K -$122K -5,827 -12%
PAM
220
Panagora Asset Management
Massachusetts
$850K +$9.38K +447 +1%
PDN
221
Pensionfund DSM Netherlands
Netherlands
$844K -$357K -17,000 -29%
II
222
IFM Investors
Australia
$841K -$54.4K -2,591 -6%
CGH
223
Crossmark Global Holdings
Texas
$839K -$125K -5,960 -13%
SW
224
SteelPeak Wealth
California
$830K +$841K +40,092 New
TRSOTSOK
225
Teachers Retirement System of the State of Kentucky
Kentucky
$828K

KIM Hedge Fund Activity: Q4 2019 in Review

438 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q4 2019, worth a combined $8.11B — up 1.5% from $7.99B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new KIM positions and 42 closed out — a net gain of 14 holders — while 153 added to existing stakes and 162 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $81.9M. The largest seller was Bank of New York Mellon, cutting an estimated $76.2M.

  • 438 institutional investors held Kimco Realty (KIM) as of Q4 2019, up from 432 in Q3 2019.
  • Funds reported $8.11B of Kimco Realty stock for Q4 2019, up 1.5% quarter-over-quarter.
  • 56 funds opened new Kimco Realty positions in Q4 2019 and 42 closed out, a net change of +14 holders.
  • The largest Kimco Realty buyer in Q4 2019 was Zimmer Partners, an estimated $81.9M added.
  • The largest Kimco Realty seller in Q4 2019 was Bank of New York Mellon, an estimated $76.2M sold.

Based on aggregated 13F filings for Q4 2019.