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Kimco Realty

413 hedge funds and large institutions have $10.9B invested in Kimco Realty in 2016 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 157 increasing their positions, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

20% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 131

18% more call options, than puts

Call options by funds: $2.69M | Put options by funds: $2.27M

10% more capital invested

Capital invested by funds: $9.94B → $10.9B (+$985M)

4% more funds holding

Funds holding: 398413 (+15)

2.32% more ownership

Funds ownership: 91.2%93.51% (+2.3%)

Holders
413
Holders Change
+15
Holders Change %
+3.77%
% of All Funds
11%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
46
Increased
157
Reduced
131
Closed
29
Calls
$2.69M
Puts
$2.27M
Net Calls
+$414K
Net Calls Change
+$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.94B +$46.3M +1,715,502 +3%
JP Morgan Chase
2
JP Morgan Chase
New York
$849M -$10.8M -398,175 -1%
State Street
3
State Street
Massachusetts
$694M +$6.27M +232,408 +1%
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$551M +$72.2M +2,672,755 +16%
BIT
5
BlackRock Institutional Trust
California
$492M -$351K -13,001 -0.1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$454M -$28.9M -1,071,193 -6%
Morgan Stanley
7
Morgan Stanley
New York
$386M -$582K -21,548 -0.2%
BFA
8
BlackRock Fund Advisors
California
$344M -$5.22M -193,167 -2%
AAMU
9
APG Asset Management US
New York
$332M -$5.43M -201,250 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$292M -$11.3M -417,952 -4%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$261M +$13.5M +500,011 +6%
PI
12
PGGM Investments
Netherlands
$241M +$5.65M +209,362 +3%
Invesco
13
Invesco
Georgia
$202M -$22.2M -823,349 -11%
Northern Trust
14
Northern Trust
Illinois
$191M +$5.48M +203,026 +3%
Boston Partners
15
Boston Partners
Massachusetts
$186M -$14.8M -548,681 -8%
SAMC
16
Shinko Asset Management Company
Japan
$183M -$127K -4,700 -0.1%
Goldman Sachs
17
Goldman Sachs
New York
$177M +$23M +853,053 +16%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$154M +$2.99M +110,714 +2%
BG
19
BlackRock Group
United Kingdom
$151M -$1.32M -48,893 -0.9%
Bank of America
20
Bank of America
North Carolina
$75.7M -$9.57M -354,550 -12%
Victory Capital Management
21
Victory Capital Management
Texas
$74M +$69M +2,553,862 +15,039%
Charles Schwab
22
Charles Schwab
California
$72M +$1.73M +64,186 +3%
Legal & General Group
23
Legal & General Group
United Kingdom
$71M +$1.88M +69,708 +3%
Citigroup
24
Citigroup
New York
$69.2M +$59.6M +2,209,351 +1,127%
Norges Bank
25
Norges Bank
Norway
$65.7M +$12.2M +453,594 +25%

KIM Hedge Fund Activity: Q1 2016 in Review

413 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q1 2016, worth a combined $10.9B — up 9.9% from $9.94B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new KIM positions and 29 closed out — a net gain of 17 holders — while 157 added to existing stakes and 131 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $73.7M. The largest seller was Capital World Investors, exiting entirely with an estimated $106M sold.

  • 413 institutional investors held Kimco Realty (KIM) as of Q1 2016, up from 398 in Q4 2015.
  • Funds reported $10.9B of Kimco Realty stock for Q1 2016, up 9.9% quarter-over-quarter.
  • 46 funds opened new Kimco Realty positions in Q1 2016 and 29 closed out, a net change of +17 holders.
  • The largest Kimco Realty buyer in Q1 2016 was Royal London Asset Management, an estimated $73.7M added.
  • The largest Kimco Realty seller in Q1 2016 was Capital World Investors, an estimated $106M sold.

Based on aggregated 13F filings for Q1 2016.