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Kimco Realty

407 hedge funds and large institutions have $7B invested in Kimco Realty in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 169 increasing their positions, 133 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 133

2% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 44

0% less funds holding

Funds holding: 408407 (-1)

1.38% less ownership

Funds ownership: 90.96%89.58% (-1.4%)

18% less capital invested

Capital invested by funds: $8.55B → $7B (-$1.55B)

56% less call options, than puts

Call options by funds: $6.64M | Put options by funds: $15.1M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
407
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
10.15%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
45
Increased
169
Reduced
133
Closed
44
Calls
$6.64M
Puts
$15.1M
Net Calls
-$8.41M
Net Calls Change
-$3.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.33B -$71K -3,619 -0%
BlackRock
2
BlackRock
New York
$759M +$29.6M +1,506,999 +4%
State Street
3
State Street
Massachusetts
$462M -$9.95M -507,508 -2%
JP Morgan Chase
4
JP Morgan Chase
New York
$460M -$209M -10,632,847 -30%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$331M +$11.7M +595,684 +3%
Invesco
6
Invesco
Georgia
$254M +$76.3M +3,890,702 +39%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$224M +$47.2M +2,408,799 +25%
PI
8
PGGM Investments
Netherlands
$198M +$5M +255,000 +2%
CIMLRA
9
CBRE Investment Management Listed Real Assets
Pennsylvania
$182M +$13.8M +701,218 +8%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$156M +$2.81M +143,438 +2%
AAMU
11
APG Asset Management US
New York
$154M
Northern Trust
12
Northern Trust
Illinois
$120M +$2.58M +131,496 +2%
Morgan Stanley
13
Morgan Stanley
New York
$119M +$9.49M +483,629 +8%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$110M +$3.84M +195,609 +3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$92.2M +$4.45M +226,752 +5%
Cohen & Steers
16
Cohen & Steers
New York
$87.3M -$11.3M -574,134 -11%
Goldman Sachs
17
Goldman Sachs
New York
$78.7M +$17.5M +891,461 +26%
Norges Bank
18
Norges Bank
Norway
$71.6M +$13.3M +680,278 +21%
Boston Partners
19
Boston Partners
Massachusetts
$70.6M -$46.9M -2,389,049 -38%
Charles Schwab
20
Charles Schwab
California
$65.1M +$6.94M +354,057 +11%
HCM
21
Hamlin Capital Management
New York
$57.2M +$61.2M +3,118,068 New
Legal & General Group
22
Legal & General Group
United Kingdom
$56M +$3.33M +169,613 +6%
Citigroup
23
Citigroup
New York
$48M +$1.54M +78,357 +3%
ACM
24
Adelante Capital Management
California
$42.6M -$6.21M -316,792 -12%
GC
25
Guggenheim Capital
Illinois
$41.8M +$5.91M +301,517 +15%

KIM Hedge Fund Activity: Q2 2017 in Review

407 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q2 2017, worth a combined $7B — down 18% from $8.55B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new KIM positions and 44 closed out — a net gain of 1 holder — while 169 added to existing stakes and 133 trimmed.

The largest buyer was Invesco, adding an estimated $76.3M. The largest seller was JP Morgan Chase, cutting an estimated $209M.

  • 407 institutional investors held Kimco Realty (KIM) as of Q2 2017, down from 408 in Q1 2017.
  • Funds reported $7B of Kimco Realty stock for Q2 2017, down 18% quarter-over-quarter.
  • 45 funds opened new Kimco Realty positions in Q2 2017 and 44 closed out, a net change of +1 holder.
  • The largest Kimco Realty buyer in Q2 2017 was Invesco, an estimated $76.3M added.
  • The largest Kimco Realty seller in Q2 2017 was JP Morgan Chase, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2017.