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Kimco Realty

408 hedge funds and large institutions have $8.55B invested in Kimco Realty in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 146 increasing their positions, 149 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 46

0.61% less ownership

Funds ownership: 91.57%90.96% (-0.61%)

1% less funds holding

Funds holding: 412408 (-4)

2% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 149

13% less capital invested

Capital invested by funds: $9.79B → $8.55B (-$1.24B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

74% less call options, than puts

Call options by funds: $1.56M | Put options by funds: $6M

Holders
408
Holders Change
-4
Holders Change %
-0.97%
% of All Funds
10.16%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
49
Increased
146
Reduced
149
Closed
46
Calls
$1.56M
Puts
$6M
Net Calls
-$4.43M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.6B +$34.5M +1,433,878 +2%
BlackRock
2
BlackRock
New York
$881M +$925M +38,477,627 +2,780%
JP Morgan Chase
3
JP Morgan Chase
New York
$789M +$59.7M +2,483,036 +7%
State Street
4
State Street
Massachusetts
$568M +$9.29M +386,582 +2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$385M +$6.62M +275,336 +2%
PI
6
PGGM Investments
Netherlands
$233M
Invesco
7
Invesco
Georgia
$220M +$45.4M +1,888,685 +23%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$217M -$107M -4,440,460 -31%
CIMLRA
9
CBRE Investment Management Listed Real Assets
Pennsylvania
$204M -$156M -6,511,949 -41%
Deutsche Bank
10
Deutsche Bank
Germany
$193M +$161M +6,708,210 +333%
AAMU
11
APG Asset Management US
New York
$186M
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$185M -$21.1M -876,371 -9%
Northern Trust
13
Northern Trust
Illinois
$142M -$128K -5,320 -0.1%
Boston Partners
14
Boston Partners
Massachusetts
$138M -$11.6M -482,521 -7%
Morgan Stanley
15
Morgan Stanley
New York
$133M -$58.1M -2,416,833 -29%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$128M +$3.24M +134,914 +2%
Cohen & Steers
17
Cohen & Steers
New York
$118M +$115M +4,781,719 +867%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$106M +$7.35M +305,824 +7%
Goldman Sachs
19
Goldman Sachs
New York
$75.1M +$18.4M +765,069 +29%
Norges Bank
20
Norges Bank
Norway
$71.1M +$5.89M +245,200 +8%
Charles Schwab
21
Charles Schwab
California
$70.6M -$326K -13,586 -0.4%
Legal & General Group
22
Legal & General Group
United Kingdom
$63.6M +$3.7M +153,886 +6%
APG Asset Management
23
APG Asset Management
Netherlands
$63.6M +$6.85M +285,100 +11%
ACM
24
Adelante Capital Management
California
$58.3M -$1.6M -66,400 -2%
Citigroup
25
Citigroup
New York
$56.1M -$7.54M -313,898 -11%

KIM Hedge Fund Activity: Q1 2017 in Review

408 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q1 2017, worth a combined $8.55B — down 13% from $9.79B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new KIM positions and 46 closed out — a net gain of 3 holders — while 146 added to existing stakes and 149 trimmed.

The largest buyer was BlackRock, adding an estimated $925M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $156M.

  • 408 institutional investors held Kimco Realty (KIM) as of Q1 2017, down from 412 in Q4 2016.
  • Funds reported $8.55B of Kimco Realty stock for Q1 2017, down 13% quarter-over-quarter.
  • 49 funds opened new Kimco Realty positions in Q1 2017 and 46 closed out, a net change of +3 holders.
  • The largest Kimco Realty buyer in Q1 2017 was BlackRock, an estimated $925M added.
  • The largest Kimco Realty seller in Q1 2017 was CBRE Investment Management Listed Real Assets, an estimated $156M sold.

Based on aggregated 13F filings for Q1 2017.