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Kimco Realty

433 hedge funds and large institutions have $5.35B invested in Kimco Realty in 2018 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 153 increasing their positions, 158 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

4% more call options, than puts

Call options by funds: $8.07M | Put options by funds: $7.79M

0.81% less ownership

Funds ownership: 88%87.19% (-0.81%)

3% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 158

5% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 62

2% less funds holding

Funds holding: 442433 (-9)

14% less capital invested

Capital invested by funds: $6.2B → $5.35B (-$857M)

Holders
433
Holders Change
-9
Holders Change %
-2.04%
% of All Funds
9.65%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
59
Increased
153
Reduced
158
Closed
62
Calls
$8.07M
Puts
$7.79M
Net Calls
+$286K
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$959M -$2.69M -171,204 -0.3%
BlackRock
2
BlackRock
New York
$597M +$7.58M +482,878 +1%
State Street
3
State Street
Massachusetts
$379M +$9.13M +581,675 +2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$276M +$43M +2,739,388 +17%
JP Morgan Chase
5
JP Morgan Chase
New York
$234M -$11.1M -709,837 -4%
PI
6
PGGM Investments
Netherlands
$125M
AAMU
7
APG Asset Management US
New York
$123M
Northern Trust
8
Northern Trust
Illinois
$122M +$25.6M +1,629,720 +24%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$116M -$15.9M -1,013,855 -11%
SCRM
10
Security Capital Research & Management
Illinois
$109M -$1.75M -111,415 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$104M +$8.39M +534,503 +8%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$98.4M -$2.33M -148,432 -2%
Morgan Stanley
13
Morgan Stanley
New York
$97.2M -$20.6M -1,314,489 -17%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$92.5M -$36.9M -2,351,690 -27%
Goldman Sachs
15
Goldman Sachs
New York
$91.2M -$23.5M -1,497,111 -19%
Deutsche Bank
16
Deutsche Bank
Germany
$85.5M +$64.8M +4,125,507 +241%
Charles Schwab
17
Charles Schwab
California
$82M +$2.73M +173,797 +3%
Norges Bank
18
Norges Bank
Norway
$69.7M -$920K -58,582 -1%
PMG
19
Private Management Group
California
$56.9M +$6.04K +385 +0%
Citigroup
20
Citigroup
New York
$55.4M +$15.7M +997,297 +36%
ACM
21
Adelante Capital Management
California
$51.9M +$15.5M +984,765 +38%
Legal & General Group
22
Legal & General Group
United Kingdom
$47.7M +$639K +40,690 +1%
Invesco
23
Invesco
Georgia
$45M -$2.29M -146,156 -5%
Renaissance Technologies
24
Renaissance Technologies
New York
$41.8M +$29M +1,845,201 +182%
Capital Research Global Investors
25
Capital Research Global Investors
California
$41.7M -$105M -6,709,059 -70%

KIM Hedge Fund Activity: Q4 2018 in Review

433 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q4 2018, worth a combined $5.35B — down 14% from $6.2B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of KIM and 59 opened new positions — a net loss of 3 holders — while 158 trimmed existing stakes and 153 added.

The largest buyer was Deutsche Bank, adding an estimated $64.8M. The largest seller was Capital Research Global Investors, cutting an estimated $105M.

  • 433 institutional investors held Kimco Realty (KIM) as of Q4 2018, down from 442 in Q3 2018.
  • Funds reported $5.35B of Kimco Realty stock for Q4 2018, down 14% quarter-over-quarter.
  • 59 funds opened new Kimco Realty positions in Q4 2018 and 62 closed out, a net change of -3 holders.
  • The largest Kimco Realty buyer in Q4 2018 was Deutsche Bank, an estimated $64.8M added.
  • The largest Kimco Realty seller in Q4 2018 was Capital Research Global Investors, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2018.