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Kimco Realty

436 hedge funds and large institutions have $6.26B invested in Kimco Realty in 2018 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 162 increasing their positions, 150 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $5.39B → $6.26B (+$864M)

11% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 47

8% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 150

0% more funds holding

Funds holding: 434436 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.5% less ownership

Funds ownership: 88.18%86.68% (-1.5%)

30% less call options, than puts

Call options by funds: $10.8M | Put options by funds: $15.4M

Holders
436
Holders Change
+2
Holders Change %
+0.46%
% of All Funds
9.98%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
52
Increased
162
Reduced
150
Closed
47
Calls
$10.8M
Puts
$15.4M
Net Calls
-$4.6M
Net Calls Change
+$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.12B -$55.2M -3,653,933 -5%
BlackRock
2
BlackRock
New York
$682M -$19.3M -1,281,398 -3%
State Street
3
State Street
Massachusetts
$410M +$312K +20,639 +0.1%
JP Morgan Chase
4
JP Morgan Chase
New York
$297M +$15.6M +1,036,151 +6%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$237M -$3.41M -225,630 -2%
Capital Research Global Investors
6
Capital Research Global Investors
California
$162M
Morgan Stanley
7
Morgan Stanley
New York
$157M -$3.81M -252,560 -3%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$156M -$6.98K -462 -0%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$147M -$5M -330,797 -4%
PI
10
PGGM Investments
Netherlands
$145M
AAMU
11
APG Asset Management US
New York
$143M
Northern Trust
12
Northern Trust
Illinois
$118M -$2.43M -160,958 -2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$114M +$1.68M +110,939 +2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$105M +$7.7M +509,805 +9%
Goldman Sachs
15
Goldman Sachs
New York
$99.4M +$6.61M +437,764 +8%
Charles Schwab
16
Charles Schwab
California
$87M +$5.26M +348,478 +7%
Norges Bank
17
Norges Bank
Norway
$81.9M
CIM
18
Centersquare Investment Management
Pennsylvania
$78.1M -$5.98M -396,160 -8%
Invesco
19
Invesco
Georgia
$65.7M +$26.9M +1,779,190 +85%
PMG
20
Private Management Group
California
$65.4M +$454K +30,080 +0.8%
Deutsche Bank
21
Deutsche Bank
Germany
$62M +$23.1M +1,532,679 +72%
American Century Companies
22
American Century Companies
Missouri
$60.9M +$54.1M +3,584,583 New
Bank of America
23
Bank of America
North Carolina
$58.8M +$16.5M +1,093,404 +46%
Legal & General Group
24
Legal & General Group
United Kingdom
$54.2M -$1.94M -128,331 -4%
SCRM
25
Security Capital Research & Management
Illinois
$50.6M +$12M +797,075 +37%

KIM Hedge Fund Activity: Q2 2018 in Review

436 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q2 2018, worth a combined $6.26B — up 16% from $5.39B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new KIM positions and 47 closed out — a net gain of 5 holders — while 162 added to existing stakes and 150 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $54.1M. The largest seller was Amundi Asset Management US, cutting an estimated $74.9M.

  • 436 institutional investors held Kimco Realty (KIM) as of Q2 2018, up from 434 in Q1 2018.
  • Funds reported $6.26B of Kimco Realty stock for Q2 2018, up 16% quarter-over-quarter.
  • 52 funds opened new Kimco Realty positions in Q2 2018 and 47 closed out, a net change of +5 holders.
  • The largest Kimco Realty buyer in Q2 2018 was American Century Companies, an estimated $54.1M added.
  • The largest Kimco Realty seller in Q2 2018 was Amundi Asset Management US, an estimated $74.9M sold.

Based on aggregated 13F filings for Q2 2018.