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Kimco Realty

375 hedge funds and large institutions have $8.81B invested in Kimco Realty in 2014 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 113 increasing their positions, 158 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

5% more funds holding

Funds holding: 357375 (+18)

4% more capital invested

Capital invested by funds: $8.49B → $8.81B (+$316M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.28% less ownership

Funds ownership: 94.68%93.4% (-1.3%)

28% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 158

42% less call options, than puts

Call options by funds: $431K | Put options by funds: $746K

Holders
375
Holders Change
+18
Holders Change %
+5.04%
% of All Funds
10.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
113
Reduced
158
Closed
15
Calls
$431K
Puts
$746K
Net Calls
-$315K
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.39B +$41.9M +1,844,128 +3%
Cohen & Steers
2
Cohen & Steers
New York
$743M -$24.3M -1,069,831 -3%
State Street
3
State Street
Massachusetts
$445M +$10.7M +472,026 +2%
BIT
4
BlackRock Institutional Trust
California
$371M +$632K +27,826 +0.2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$360M -$5.94M -261,721 -2%
AAMU
6
APG Asset Management US
New York
$335M -$37M -1,631,500 -10%
JP Morgan Chase
7
JP Morgan Chase
New York
$334M -$22.6M -996,603 -6%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$308M +$2.8M +123,119 +0.9%
Invesco
9
Invesco
Georgia
$277M -$3.51M -154,744 -1%
BFA
10
BlackRock Fund Advisors
California
$268M +$10.2M +451,240 +4%
SAMC
11
Shinko Asset Management Company
Japan
$257M +$68.1K +3,000 +0%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$249M -$8.75M -385,395 -3%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$189M -$4.83M -212,941 -3%
CIMLRA
14
CBRE Investment Management Listed Real Assets
Pennsylvania
$187M -$44.4M -1,955,605 -19%
Capital World Investors
15
Capital World Investors
California
$180M
Northern Trust
16
Northern Trust
Illinois
$139M -$9.16M -403,415 -6%
Norges Bank
17
Norges Bank
Norway
$127M +$65M +2,862,289 +107%
BG
18
BlackRock Group
United Kingdom
$125M +$11.2M +494,806 +10%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$116M +$4.17M +183,854 +4%
Goldman Sachs
20
Goldman Sachs
New York
$109M -$9.53M -419,605 -8%
PI
21
PGGM Investments
Netherlands
$88M
Geode Capital Management
22
Geode Capital Management
Massachusetts
$80.4M +$1.27M +56,125 +2%
Boston Partners
23
Boston Partners
Massachusetts
$78.5M +$10.3M +454,621 +15%
Morgan Stanley
24
Morgan Stanley
New York
$66.9M +$11.8M +518,093 +22%
AIM
25
abrdn Investment Management
United Kingdom
$56.6M -$29.2M -1,284,505 -34%

KIM Hedge Fund Activity: Q2 2014 in Review

375 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q2 2014, worth a combined $8.81B — up 3.7% from $8.49B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new KIM positions and 15 closed out — a net gain of 21 holders — while 113 added to existing stakes and 158 trimmed.

The largest buyer was Norges Bank, adding an estimated $65M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $44.4M.

  • 375 institutional investors held Kimco Realty (KIM) as of Q2 2014, up from 357 in Q1 2014.
  • Funds reported $8.81B of Kimco Realty stock for Q2 2014, up 3.7% quarter-over-quarter.
  • 36 funds opened new Kimco Realty positions in Q2 2014 and 15 closed out, a net change of +21 holders.
  • The largest Kimco Realty buyer in Q2 2014 was Norges Bank, an estimated $65M added.
  • The largest Kimco Realty seller in Q2 2014 was CBRE Investment Management Listed Real Assets, an estimated $44.4M sold.

Based on aggregated 13F filings for Q2 2014.