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Kimco Realty

373 hedge funds and large institutions have $8.41B invested in Kimco Realty in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 123 increasing their positions, 144 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

95% more call options, than puts

Call options by funds: $4.81M | Put options by funds: $2.46M

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0.12% more ownership

Funds ownership: 93.4%93.52% (+0.12%)

1% less funds holding

Funds holding: 375373 (-2)

4% less capital invested

Capital invested by funds: $8.81B → $8.41B (-$395M)

15% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 144

Holders
373
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
10.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
29
Increased
123
Reduced
144
Closed
28
Calls
$4.81M
Puts
$2.46M
Net Calls
+$2.35M
Net Calls Change
+$2.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.34B +$19.5M +851,457 +1%
Cohen & Steers
2
Cohen & Steers
New York
$691M -$18M -784,296 -2%
State Street
3
State Street
Massachusetts
$426M +$2.25M +98,214 +0.5%
BIT
4
BlackRock Institutional Trust
California
$364M +$10.1M +438,657 +3%
JP Morgan Chase
5
JP Morgan Chase
New York
$329M +$10.5M +459,589 +3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$320M -$24.3M -1,060,200 -7%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$305M +$12M +525,066 +4%
AAMU
8
APG Asset Management US
New York
$302M -$17.6M -766,000 -5%
Invesco
9
Invesco
Georgia
$301M +$38.7M +1,689,427 +14%
BFA
10
BlackRock Fund Advisors
California
$251M -$5.22M -227,967 -2%
SAMC
11
Shinko Asset Management Company
Japan
$242M -$3.23M -141,000 -1%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$235M -$3.06M -133,332 -1%
PI
13
PGGM Investments
Netherlands
$216M +$138M +6,025,000 +157%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$181M +$957K +41,782 +0.5%
Capital World Investors
15
Capital World Investors
California
$172M
CIMLRA
16
CBRE Investment Management Listed Real Assets
Pennsylvania
$159M -$20.5M -893,740 -11%
Northern Trust
17
Northern Trust
Illinois
$140M +$7.12M +310,742 +5%
BG
18
BlackRock Group
United Kingdom
$123M +$4.33M +188,834 +3%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$113M +$2.21M +96,297 +2%
Goldman Sachs
20
Goldman Sachs
New York
$92.5M -$11.4M -499,636 -11%
Boston Partners
21
Boston Partners
Massachusetts
$79.7M +$5.09M +222,129 +7%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$77M +$380K +16,589 +0.5%
AIM
23
abrdn Investment Management
United Kingdom
$72.2M +$19.1M +834,128 +34%
Norges Bank
24
Norges Bank
Norway
$71.7M -$52M -2,267,741 -41%
Morgan Stanley
25
Morgan Stanley
New York
$66.7M +$3.02M +131,966 +5%

KIM Hedge Fund Activity: Q3 2014 in Review

373 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q3 2014, worth a combined $8.41B — down 4.5% from $8.81B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new KIM positions and 28 closed out — a net gain of 1 holder — while 123 added to existing stakes and 144 trimmed.

The largest buyer was PGGM Investments, adding an estimated $138M. The largest seller was Norges Bank, cutting an estimated $52M.

  • 373 institutional investors held Kimco Realty (KIM) as of Q3 2014, down from 375 in Q2 2014.
  • Funds reported $8.41B of Kimco Realty stock for Q3 2014, down 4.5% quarter-over-quarter.
  • 29 funds opened new Kimco Realty positions in Q3 2014 and 28 closed out, a net change of +1 holder.
  • The largest Kimco Realty buyer in Q3 2014 was PGGM Investments, an estimated $138M added.
  • The largest Kimco Realty seller in Q3 2014 was Norges Bank, an estimated $52M sold.

Based on aggregated 13F filings for Q3 2014.