Kimco Realty
360 hedge funds and large institutions have $7.66B invested in Kimco Realty in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 115 increasing their positions, 134 reducing their positions, and 15 closing their positions.
227% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 15
10% more funds holding
Funds holding: 328 → 360 (+32)
4% less call options, than puts
Call options by funds: $4.97M | Put options by funds: $5.19M
3.76% less ownership
Funds ownership: 96.47% → 92.71% (-3.8%)
9% less capital invested
Capital invested by funds: $8.45B → $7.66B (-$785M)
14% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 134
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$121M |
| 2 |
Bank of New York Mellon
New York
|
+$68.2M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$27.1M |
| 4 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
+$25.1M |
| 5 |
Barclays
London,
United Kingdom
|
+$22.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$471M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$179M |
| 3 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$34.1M |
| 4 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
-$14.1M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$13M |
KIM Hedge Fund Activity: Q3 2013 in Review
360 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q3 2013, worth a combined $7.66B — down 9.3% from $8.45B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new KIM positions and 15 closed out — a net gain of 34 holders — while 115 added to existing stakes and 134 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $121M. The largest seller was Cohen & Steers, cutting an estimated $471M.
- 360 institutional investors held Kimco Realty (KIM) as of Q3 2013, up from 328 in Q2 2013.
- Funds reported $7.66B of Kimco Realty stock for Q3 2013, down 9.3% quarter-over-quarter.
- 49 funds opened new Kimco Realty positions in Q3 2013 and 15 closed out, a net change of +34 holders.
- The largest Kimco Realty buyer in Q3 2013 was JP Morgan Chase, an estimated $121M added.
- The largest Kimco Realty seller in Q3 2013 was Cohen & Steers, an estimated $471M sold.
Based on aggregated 13F filings for Q3 2013.