We are live on ! Find out more
KIM icon

Kimco Realty
KIM

416 hedge funds and large institutions have $7.71B invested in Kimco Realty in 2017 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 135 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

11% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 135

10% more capital invested

Capital invested by funds: $7B → $7.71B (+$714M)

3.13% more ownership

Funds ownership: 89.58% → 92.72% (+3.1%)

2% more funds holding

Funds holding: 407 → 416 (+9)

43% less call options, than puts

Call options by funds: $6.05M | Put options by funds: $10.7M

Holders
416
Holders Change
+9
Holders Change %
+2.21%
% of All Funds
10.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
150
Reduced
135
Closed
46
Calls
$6.05M
Puts
$10.7M
Net Calls
-$4.64M
Net Calls Change
+$3.78M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$157M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$53.3M
3
American Century Companies
American Century Companies
Missouri
+$44.5M
4
Credit Agricole
Credit Agricole
France
+$28.5M
5
HCM
Hamlin Capital Management
New York
+$23.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$54.5M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$24.1M
3
Two Sigma Investments
Two Sigma Investments
New York
-$24M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$21.6M
5
MWNA
Marshall Wace North America
New York
-$18M
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$44.4M +$44.5M +2,269,037 New
UBS AM
27
UBS AM
Illinois
$40.9M -$148K -7,538 -0.4%
Victory Capital Management
28
Victory Capital Management
Texas
$40.8M +$7.9M +402,698 +24%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$40M -$1.17M -59,806 -3%
GC
30
Guggenheim Capital
Illinois
$39.6M -$4.88M -249,009 -11%
ACM
31
Adelante Capital Management
California
$39.5M -$5.93M -302,208 -13%
Macquarie Group
32
Macquarie Group
Australia
$38.3M +$8.59M +437,797 +29%
BNP Paribas Asset Management
33
BNP Paribas Asset Management
France
$35.5M +$2.23M +113,929 +7%
CBOA
34
Commonwealth Bank of Australia
Australia
$35.4M +$13.1M +666,855 +58%
Credit Agricole
35
Credit Agricole
France
$35.3M +$28.5M +1,453,984 +412%
SCRM
36
Security Capital Research & Management
Illinois
$32.3M -$2.55M -129,970 -7%
Asset Management One
37
Asset Management One
Japan
$31.9M +$532K +27,116 +2%
PPA
38
Parametric Portfolio Associates
Washington
$30.7M +$8.13M +414,664 +36%
Swiss National Bank
39
Swiss National Bank
Switzerland
$30.7M +$345K +17,600 +1%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$29.3M -$396K -20,179 -1%
Deutsche Bank
41
Deutsche Bank
Germany
$27.6M -$4.83M -246,414 -15%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$26.2M -$582K -29,654 -2%
B
43
Barings
North Carolina
$25M +$14M +712,045 +125%
First Trust Advisors
44
First Trust Advisors
Illinois
$24.9M -$5.87M -299,518 -19%
Wells Fargo
45
Wells Fargo
California
$22.8M +$6.66M +339,323 +41%
CS
46
Credit Suisse
Switzerland
$22M -$6.01M -306,659 -21%
Aviva
47
Aviva
United Kingdom
$21.7M -$1.06M -53,920 -5%
Zurich Cantonal Bank
48
Zurich Cantonal Bank
Switzerland
$21.6M -$1.16M -59,060 -5%
PMG
49
Private Management Group
California
$21.3M +$21.4M +1,090,445 New
SAM
50
Securian Asset Management
Minnesota
$21.2M +$1.92M +97,822 +10%
1
2
3 4 5

KIM Hedge Fund Activity: Q3 2017 in Review

416 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q3 2017, worth a combined $7.71B — up 10% from $7B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new KIM positions and 46 closed out — a net gain of 13 holders — while 150 added to existing stakes and 135 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $157M. The largest seller was JP Morgan Chase, cutting an estimated $54.5M.

  • 416 institutional investors held Kimco Realty (KIM) as of Q3 2017, up from 407 in Q2 2017.
  • Funds reported $7.71B of Kimco Realty stock for Q3 2017, up 10% quarter-over-quarter.
  • 59 funds opened new Kimco Realty positions in Q3 2017 and 46 closed out, a net change of +13 holders.
  • The largest Kimco Realty buyer in Q3 2017 was Capital Research Global Investors, an estimated $157M added.
  • The largest Kimco Realty seller in Q3 2017 was JP Morgan Chase, an estimated $54.5M sold.

Based on aggregated 13F filings for Q3 2017.