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Kimco Realty

398 hedge funds and large institutions have $9.94B invested in Kimco Realty in 2015 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 134 increasing their positions, 136 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

7% more capital invested

Capital invested by funds: $9.25B → $9.94B (+$684M)

6% more funds holding

Funds holding: 374398 (+24)

0.71% less ownership

Funds ownership: 91.9%91.2% (-0.71%)

1% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 136

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

99% less call options, than puts

Call options by funds: $24K | Put options by funds: $2.17M

Holders
398
Holders Change
+24
Holders Change %
+6.42%
% of All Funds
10.44%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
56
Increased
134
Reduced
136
Closed
30
Calls
$24K
Puts
$2.17M
Net Calls
-$2.15M
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.73B +$50.7M +1,947,689 +3%
JP Morgan Chase
2
JP Morgan Chase
New York
$791M +$134M +5,130,887 +21%
State Street
3
State Street
Massachusetts
$632M +$6.77M +260,149 +1%
BIT
4
BlackRock Institutional Trust
California
$452M -$11M -421,680 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$446M +$43.9M +1,685,661 +11%
CIMLRA
6
CBRE Investment Management Listed Real Assets
Pennsylvania
$435M +$47.2M +1,811,734 +12%
Morgan Stanley
7
Morgan Stanley
New York
$355M +$12.4M +476,422 +4%
BFA
8
BlackRock Fund Advisors
California
$321M +$21.2M +815,945 +7%
AAMU
9
APG Asset Management US
New York
$311M -$19.5M -747,500 -6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$280M -$30.9M -1,185,971 -10%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$227M +$8.94M +343,460 +4%
PI
12
PGGM Investments
Netherlands
$216M -$8.3M -318,649 -4%
Invesco
13
Invesco
Georgia
$207M -$33.8M -1,296,610 -14%
Boston Partners
14
Boston Partners
Massachusetts
$185M +$14.5M +557,348 +9%
Northern Trust
15
Northern Trust
Illinois
$173M -$17.3M -664,970 -9%
SAMC
16
Shinko Asset Management Company
Japan
$169M -$42.3M -1,623,032 -20%
Goldman Sachs
17
Goldman Sachs
New York
$140M +$13.1M +504,146 +11%
BG
18
BlackRock Group
United Kingdom
$140M +$2.06M +79,294 +2%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$139M +$2.63M +101,070 +2%
Capital World Investors
20
Capital World Investors
California
$106M
Geode Capital Management
21
Geode Capital Management
Massachusetts
$105M -$628K -24,123 -0.6%
Bank of America
22
Bank of America
North Carolina
$79M +$7.44M +285,589 +11%
Charles Schwab
23
Charles Schwab
California
$64.5M +$296K +11,380 +0.5%
Legal & General Group
24
Legal & General Group
United Kingdom
$63.4M +$935K +35,897 +2%
APG Asset Management
25
APG Asset Management
Netherlands
$57.1M -$2.36M -90,587 -4%