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Kimco Realty
KIM

416 hedge funds and large institutions have $7.71B invested in Kimco Realty in 2017 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 135 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

11% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 135

10% more capital invested

Capital invested by funds: $7B → $7.71B (+$714M)

3.13% more ownership

Funds ownership: 89.58% → 92.72% (+3.1%)

2% more funds holding

Funds holding: 407 → 416 (+9)

43% less call options, than puts

Call options by funds: $6.05M | Put options by funds: $10.7M

Holders
416
Holders Change
+9
Holders Change %
+2.21%
% of All Funds
10.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
150
Reduced
135
Closed
46
Calls
$6.05M
Puts
$10.7M
Net Calls
-$4.64M
Net Calls Change
+$3.78M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$157M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$53.3M
3
American Century Companies
American Century Companies
Missouri
+$44.5M
4
Credit Agricole
Credit Agricole
France
+$28.5M
5
HCM
Hamlin Capital Management
New York
+$23.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$54.5M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$24.1M
3
Two Sigma Investments
Two Sigma Investments
New York
-$24M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$21.6M
5
MWNA
Marshall Wace North America
New York
-$18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.43B +$9.78M +498,506 +0.7%
BlackRock
2
BlackRock
New York
$809M -$195K -9,937 -0%
State Street
3
State Street
Massachusetts
$480M -$12.4M -631,466 -3%
JP Morgan Chase
4
JP Morgan Chase
New York
$434M -$54.5M -2,780,172 -11%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$328M -$24.1M -1,228,748 -7%
Invesco
6
Invesco
Georgia
$264M -$6.55M -334,142 -2%
CIMLRA
7
CBRE Investment Management Listed Real Assets
Pennsylvania
$247M +$53.3M +2,717,555 +27%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$239M +$479K +24,423 +0.2%
PI
9
PGGM Investments
Netherlands
$221M +$10.3M +523,000 +5%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$175M +$8.49M +432,744 +5%
AAMU
11
APG Asset Management US
New York
$165M – – –
Capital Research Global Investors
12
Capital Research Global Investors
California
$156M +$157M +8,000,000 New
Northern Trust
13
Northern Trust
Illinois
$132M +$3.43M +174,837 +3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$120M +$2.85M +145,326 +2%
Morgan Stanley
15
Morgan Stanley
New York
$117M -$9.96M -508,001 -8%
Cohen & Steers
16
Cohen & Steers
New York
$106M +$13M +661,103 +14%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$98.3M +$92.2K +4,701 +0.1%
Norges Bank
18
Norges Bank
Norway
$94.2M +$18M +918,899 +24%
HCM
19
Hamlin Capital Management
New York
$84.7M +$23.8M +1,212,542 +39%
Charles Schwab
20
Charles Schwab
California
$84.6M +$15.3M +778,177 +22%
Boston Partners
21
Boston Partners
Massachusetts
$78.8M +$3.64M +185,648 +5%
Goldman Sachs
22
Goldman Sachs
New York
$74.5M -$9.38M -478,437 -11%
Legal & General Group
23
Legal & General Group
United Kingdom
$61.6M +$1.94M +98,977 +3%
Citigroup
24
Citigroup
New York
$54.2M +$2.98M +152,120 +6%
Bank of America
25
Bank of America
North Carolina
$46.9M +$4.27M +217,467 +10%
1
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KIM Hedge Fund Activity: Q3 2017 in Review

416 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q3 2017, worth a combined $7.71B — up 10% from $7B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new KIM positions and 46 closed out — a net gain of 13 holders — while 150 added to existing stakes and 135 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $157M. The largest seller was JP Morgan Chase, cutting an estimated $54.5M.

  • 416 institutional investors held Kimco Realty (KIM) as of Q3 2017, up from 407 in Q2 2017.
  • Funds reported $7.71B of Kimco Realty stock for Q3 2017, up 10% quarter-over-quarter.
  • 59 funds opened new Kimco Realty positions in Q3 2017 and 46 closed out, a net change of +13 holders.
  • The largest Kimco Realty buyer in Q3 2017 was Capital Research Global Investors, an estimated $157M added.
  • The largest Kimco Realty seller in Q3 2017 was JP Morgan Chase, an estimated $54.5M sold.

Based on aggregated 13F filings for Q3 2017.