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Kimco Realty

386 hedge funds and large institutions have $4.11B invested in Kimco Realty in 2020 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 127 increasing their positions, 145 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 400386 (-14)

5% less ownership

Funds ownership: 89.32%84.32% (-5%)

12% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 145

16% less capital invested

Capital invested by funds: $4.91B → $4.11B (-$806M)

19% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 59

78% less call options, than puts

Call options by funds: $2.49M | Put options by funds: $11.3M

Holders
386
Holders Change
-14
Holders Change %
-3.5%
% of All Funds
7.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
48
Increased
127
Reduced
145
Closed
59
Calls
$2.49M
Puts
$11.3M
Net Calls
-$8.76M
Net Calls Change
-$7.49M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$8.76M +$364K +30,806 +4%
Asset Management One
52
Asset Management One
Japan
$8.63M +$203K +17,216 +2%
UBS Group
53
UBS Group
Switzerland
$8.46M +$2.36M +199,986 +36%
State of New Jersey Common Pension Fund D
54
State of New Jersey Common Pension Fund D
New Jersey
$8.41M +$1.43M +121,400 +19%
PAM
55
Panagora Asset Management
Massachusetts
$8.26M -$83.3K -7,056 -1%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$8.11M +$185K +15,678 +2%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$7.59M -$826K -70,000 -9%
Teacher Retirement System of Texas
58
Teacher Retirement System of Texas
Texas
$7.53M +$6M +507,931 +315%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$7.49M -$231K -19,602 -3%
Barclays
60
Barclays
United Kingdom
$7.33M +$1.21M +102,145 +19%
Prudential Financial
61
Prudential Financial
New Jersey
$7.32M +$3.48M +294,864 +83%
Principal Financial Group
62
Principal Financial Group
Iowa
$6.88M -$474K -40,150 -6%
Ohio Public Employees Retirement System (OPERS)
63
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.83M +$115K +9,765 +2%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$6.58M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
65
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.32M +$6.63M +561,376 New
Wells Fargo
66
Wells Fargo
California
$6.24M -$564K -47,742 -8%
SO
67
STRS Ohio
Ohio
$6.11M -$48.9K -4,141 -0.8%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$6.01M +$872K +73,840 +16%
PMG
69
Private Management Group
California
$5.94M -$107K -9,033 -2%
HWC
70
Hill Winds Capital
New York
$5.64M +$3.08M +261,000 +109%
Adage Capital Partners
71
Adage Capital Partners
Massachusetts
$5.45M -$185K -15,700 -3%
AWA
72
ARS Wealth Advisors
Florida
$5.2M +$5.45M +461,438 New
Two Sigma Investments
73
Two Sigma Investments
New York
$4.83M -$1.54M -130,533 -23%
Canada Life
74
Canada Life
Manitoba, Canada
$4.78M -$42.6K -3,611 -0.8%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.7M -$154K -13,004 -3%

KIM Hedge Fund Activity: Q3 2020 in Review

386 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q3 2020, worth a combined $4.11B — down 16% from $4.91B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of KIM and 48 opened new positions — a net loss of 11 holders — while 145 trimmed existing stakes and 127 added.

The largest buyer was Citadel Advisors, adding an estimated $81.3M. The largest seller was Cohen & Steers, cutting an estimated $209M.

  • 386 institutional investors held Kimco Realty (KIM) as of Q3 2020, down from 400 in Q2 2020.
  • Funds reported $4.11B of Kimco Realty stock for Q3 2020, down 16% quarter-over-quarter.
  • 48 funds opened new Kimco Realty positions in Q3 2020 and 59 closed out, a net change of -11 holders.
  • The largest Kimco Realty buyer in Q3 2020 was Citadel Advisors, an estimated $81.3M added.
  • The largest Kimco Realty seller in Q3 2020 was Cohen & Steers, an estimated $209M sold.

Based on aggregated 13F filings for Q3 2020.