Kimco Realty
KIM
357 hedge funds and large institutions have $8.5B 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 43 closing their positions.
15% more capital invested
Capital invested by funds: $7.41B → $8.5B (+$1.09B)
3.1% more ownership
Funds ownership: 91.58% → 94.68% (+3.1%)
5% less funds holding
Funds holding: 376 → 357 (-19)
24% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 147
30% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 43
41% less call options, than puts
Call options by funds: $1.84M | Put options by funds: $3.13M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$530M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
+$189M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$42.5M |
| 4 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$28.9M |
| 5 |
Janus Henderson Group
London,
|
+$18.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$88.9M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$81.6M |
| 3 |
JP Morgan Chase
New York
|
-$58.6M |
| 4 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$44.4M |
| 5 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$36.7M |
KIM Hedge Fund Activity: Q1 2014 in Review
357 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q1 2014, worth a combined $8.5B — up 15% from $7.41B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of KIM and 30 opened new positions — a net loss of 13 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 376 in Q4 2013.
- Funds reported $8.5B of Kimco Realty stock for Q1 2014, up 15% quarter-over-quarter.
- 30 funds opened new Kimco Realty positions in Q1 2014 and 43 closed out, a net change of -13 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.