Kimco Realty
409 hedge funds and large institutions have $11.3B invested in Kimco Realty in 2016 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 136 increasing their positions, 141 reducing their positions, and 35 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
17% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 35
1% more funds holding
Funds holding: 406 → 409 (+3)
4% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 141
1.26% less ownership
Funds ownership: 94.51% → 93.26% (-1.3%)
9% less capital invested
Capital invested by funds: $12.4B → $11.3B (-$1.11B)
27% less call options, than puts
Call options by funds: $1.03M | Put options by funds: $1.42M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Adelante Capital Management
Alameda,
California
|
+$45.3M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$43.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$37.5M |
| 4 |
State Street
Boston,
Massachusetts
|
+$32.5M |
| 5 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$26.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$75.2M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$73.1M |
| 3 |
JP Morgan Chase
New York
|
-$53.3M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$44.4M |
| 5 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
-$43.4M |
KIM Hedge Fund Activity: Q3 2016 in Review
409 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q3 2016, worth a combined $11.3B — down 8.9% from $12.4B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new KIM positions and 35 closed out — a net gain of 6 holders — while 136 added to existing stakes and 141 trimmed.
The largest buyer was Adelante Capital Management, adding an estimated $45.3M. The largest seller was Principal Financial Group, cutting an estimated $75.2M.
- 409 institutional investors held Kimco Realty (KIM) as of Q3 2016, up from 406 in Q2 2016.
- Funds reported $11.3B of Kimco Realty stock for Q3 2016, down 8.9% quarter-over-quarter.
- 41 funds opened new Kimco Realty positions in Q3 2016 and 35 closed out, a net change of +6 holders.
- The largest Kimco Realty buyer in Q3 2016 was Adelante Capital Management, an estimated $45.3M added.
- The largest Kimco Realty seller in Q3 2016 was Principal Financial Group, an estimated $75.2M sold.
Based on aggregated 13F filings for Q3 2016.