We are live on ! Find out more
KIM icon

Kimco Realty

403 hedge funds and large institutions have $8.77B invested in Kimco Realty in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 150 increasing their positions, 128 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $13M | Put options by funds: $10.3M

23% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 39

18% more capital invested

Capital invested by funds: $7.45B → $8.77B (+$1.32B)

17% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 128

5.08% more ownership

Funds ownership: 92.05%97.14% (+5.1%)

2% more funds holding

Funds holding: 397403 (+6)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
403
Holders Change
+6
Holders Change %
+1.51%
% of All Funds
7.01%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
48
Increased
150
Reduced
128
Closed
39
Calls
$13M
Puts
$10.3M
Net Calls
+$2.67M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
376
Glen Eagle Advisors
New Jersey
$5.63K
HIA
377
Harbor Investment Advisory
Maryland
$5K
WT
378
Whittier Trust
California
$5K
LF
379
Lee Financial
Texas
$5K +$4.65K +224 New
AIG
380
American International Group
New York
$4.93K -$109K -5,249 -2%
APWA
381
Atlas Private Wealth Advisors
New Jersey
$4K -$8.3K -400 -67%
EWA
382
Evolution Wealth Advisors
Florida
$4K
HI
383
Harbour Investments
Wisconsin
$4K
MGIM
384
M&G Investment Management
United Kingdom
$3.51K +$3.47M +167,207 New
ZB
385
Zions Bancorporation
Utah
$3K
FPS
386
Fieldpoint Private Securities
Connecticut
$3K +$2.61K +126 New
FHC
387
First Horizon Corporation
Tennessee
$2K
COCM
388
Charter Oak Capital Management
New Hampshire
$2K +$21 +1 +1%
GWS
389
Glassman Wealth Services
Virginia
$2K +$332 +16 +24%
M
390
MOTCO
Texas
$2K +$2.12K +102 New
SPIA
391
Steward Partners Investment Advisory
New York
$1K -$123K -5,938 -99%
SWM
392
Spire Wealth Management
Virginia
$1K -$27K -1,300 -96%
CWC
393
Carolinas Wealth Consulting
North Carolina
$1K
CAM
394
ClariVest Asset Management
California
$1K
EI
395
Ellevest Inc
New York
$1K
MPWT
396
MassMutual Private Wealth & Trust
Connecticut
$1K
TFM
397
TFC Financial Management
Massachusetts
$1K
TC
398
Truvestments Capital
Florida
$1K +$1.1K +53 New
SWA
399
SOA Wealth Advisors
New York
$1K +$1.87K +90 +4,500%
BBHC
400
Brown Brothers Harriman & Co
New York
$15

KIM Hedge Fund Activity: Q2 2021 in Review

403 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q2 2021, worth a combined $8.77B — up 18% from $7.45B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new KIM positions and 39 closed out — a net gain of 9 holders — while 150 added to existing stakes and 128 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $302M. The largest seller was APG Asset Management US, cutting an estimated $108M.

  • 403 institutional investors held Kimco Realty (KIM) as of Q2 2021, up from 397 in Q1 2021.
  • Funds reported $8.77B of Kimco Realty stock for Q2 2021, up 18% quarter-over-quarter.
  • 48 funds opened new Kimco Realty positions in Q2 2021 and 39 closed out, a net change of +9 holders.
  • The largest Kimco Realty buyer in Q2 2021 was Cohen & Steers, an estimated $302M added.
  • The largest Kimco Realty seller in Q2 2021 was APG Asset Management US, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2021.