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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
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$54.6M +$53.5M +2,580,639 +7,109%
ACI
27
AMP Capital Investors
Australia
$49.7M -$3.07M -148,106 -6%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$48.2M +$7.68M +370,344 +19%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$41.6M +$40.1M +1,931,328 +3,128%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$38.5M +$5.25M +252,989 +16%
Bank of America
31
Bank of America
North Carolina
$34.5M -$8.67M -418,015 -20%
Swedbank
32
Swedbank
Sweden
$34.3M -$11.4M -548,859 -25%
Goldman Sachs
33
Goldman Sachs
New York
$33.2M +$26.5M +1,276,682 +403%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$31.5M -$3.27M -157,467 -9%
American Century Companies
35
American Century Companies
Missouri
$30.3M +$29.2M +1,410,197 +3,261%
Millennium Management
36
Millennium Management
New York
$28.8M +$27.8M +1,342,832 +3,590%
PPA
37
Parametric Portfolio Associates
Washington
$28.5M +$1.84M +88,852 +7%
DLA
38
Douglas Lane & Associates
New York
$28.3M -$1.37M -66,250 -5%
ClearBridge Investments
39
ClearBridge Investments
New York
$27.7M -$255K -12,302 -0.9%
PI
40
PGGM Investments
Netherlands
$27.1M +$27M +1,299,468 New
Macquarie Group
41
Macquarie Group
Australia
$27M +$272K +13,104 +1%
MIH
42
Meitav Investment House
Israel
$24.6M +$41.5K +2,000 +0.2%
Los Angeles Capital Management
43
Los Angeles Capital Management
California
$24.2M -$11.1M -536,175 -32%
Aberdeen Group
44
Aberdeen Group
United Kingdom
$23.9M -$1.25M -60,079 -5%
Amundi
45
Amundi
France
$23.8M +$23.7M +1,141,569 New
PR
46
Payden & Rygel
California
$23M
Citigroup
47
Citigroup
New York
$22.6M +$1.35M +65,191 +6%
State of Tennessee, Department of Treasury
48
State of Tennessee, Department of Treasury
Tennessee
$21.7M +$6.49K +313 +0%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$20.3M -$418K -20,153 -2%
RA
50
Royce & Associates
New York
$19.9M -$3.08M -148,500 -13%

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.