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Kimco Realty

412 hedge funds and large institutions have $9.79B invested in Kimco Realty in 2016 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 154 increasing their positions, 138 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 42

12% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 138

1% more funds holding

Funds holding: 407412 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.69% less ownership

Funds ownership: 93.26%91.57% (-1.7%)

13% less capital invested

Capital invested by funds: $11.3B → $9.79B (-$1.52B)

45% less call options, than puts

Call options by funds: $2.17M | Put options by funds: $3.93M

Holders
412
Holders Change
+5
Holders Change %
+1.23%
% of All Funds
10.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
53
Increased
154
Reduced
138
Closed
42
Calls
$2.17M
Puts
$3.93M
Net Calls
-$1.76M
Net Calls Change
-$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.79B +$19.7M +749,285 +1%
JP Morgan Chase
2
JP Morgan Chase
New York
$836M +$73M +2,771,734 +9%
State Street
3
State Street
Massachusetts
$637M -$7.7M -292,226 -1%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$431M +$160M +6,087,164 +55%
BIT
5
BlackRock Institutional Trust
California
$416M +$32.5M +1,234,171 +8%
CIMLRA
6
CBRE Investment Management Listed Real Assets
Pennsylvania
$396M -$21.2M -803,723 -5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$359M -$12.1M -458,837 -3%
BFA
8
BlackRock Fund Advisors
California
$326M +$3.93M +149,224 +1%
PI
9
PGGM Investments
Netherlands
$265M +$56.7M +2,150,739 +26%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$232M -$238K -9,020 -0.1%
Morgan Stanley
11
Morgan Stanley
New York
$212M -$54.7M -2,075,481 -20%
AAMU
12
APG Asset Management US
New York
$212M -$74.7M -2,836,000 -25%
Invesco
13
Invesco
Georgia
$203M -$83M -3,150,750 -28%
Boston Partners
14
Boston Partners
Massachusetts
$169M +$14.1M +533,454 +9%
Northern Trust
15
Northern Trust
Illinois
$162M -$20.9M -794,368 -11%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$142M +$2.94M +111,436 +2%
BG
17
BlackRock Group
United Kingdom
$138M +$1.39M +52,708 +1%
Bank of America
18
Bank of America
North Carolina
$117M +$38.7M +1,468,540 +46%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$113M +$4.3M +163,132 +4%
JHIU
20
Janus Henderson Investors US
Colorado
$94M -$1.54M -58,604 -2%
Charles Schwab
21
Charles Schwab
California
$80.7M +$2.1M +79,782 +3%
Norges Bank
22
Norges Bank
Norway
$74.8M -$3.28M -124,622 -4%
Citigroup
23
Citigroup
New York
$71.8M +$12.4M +469,580 +20%
Legal & General Group
24
Legal & General Group
United Kingdom
$68.6M -$2.07M -78,498 -3%
ACM
25
Adelante Capital Management
California
$68M +$14.3M +544,659 +25%

KIM Hedge Fund Activity: Q4 2016 in Review

412 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q4 2016, worth a combined $9.79B — down 13% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new KIM positions and 42 closed out — a net gain of 11 holders — while 154 added to existing stakes and 138 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $160M. The largest seller was Goldman Sachs, cutting an estimated $120M.

  • 412 institutional investors held Kimco Realty (KIM) as of Q4 2016, up from 407 in Q3 2016.
  • Funds reported $9.79B of Kimco Realty stock for Q4 2016, down 13% quarter-over-quarter.
  • 53 funds opened new Kimco Realty positions in Q4 2016 and 42 closed out, a net change of +11 holders.
  • The largest Kimco Realty buyer in Q4 2016 was Bank of New York Mellon, an estimated $160M added.
  • The largest Kimco Realty seller in Q4 2016 was Goldman Sachs, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2016.