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Kimco Realty

435 hedge funds and large institutions have $7.69B invested in Kimco Realty in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 157 increasing their positions, 154 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 41

8% more capital invested

Capital invested by funds: $7.1B → $7.69B (+$587M)

1% more funds holding

Funds holding: 430435 (+5)

2% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 154

0.91% less ownership

Funds ownership: 90.93%90.02% (-0.91%)

28% less call options, than puts

Call options by funds: $7.35M | Put options by funds: $10.2M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
435
Holders Change
+5
Holders Change %
+1.16%
% of All Funds
9.45%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
50
Increased
157
Reduced
154
Closed
41
Calls
$7.35M
Puts
$10.2M
Net Calls
-$2.89M
Net Calls Change
-$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.28B +$20.6M +1,140,383 +2%
AAMU
2
Amundi Asset Management US
Massachusetts
$762M +$39.1M +2,159,780 +81%
BlackRock
3
BlackRock
New York
$736M -$8.96M -495,014 -1%
State Street
4
State Street
Massachusetts
$580M +$37.4M +2,067,544 +7%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$395M +$604K +33,386 +0.2%
AAMU
6
APG Asset Management US
New York
$320M -$5.01M -277,000 -2%
JP Morgan Chase
7
JP Morgan Chase
New York
$272M -$19.4M -1,072,061 -7%
Invesco
8
Invesco
Georgia
$183M +$8.53M +471,002 +5%
Northern Trust
9
Northern Trust
Illinois
$162M +$5.08M +280,849 +3%
Deutsche Bank
10
Deutsche Bank
Germany
$158M -$15.7M -867,209 -9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$148M +$7.12M +393,483 +5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$133M -$6.44M -355,660 -5%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$124M +$30.9K +1,705 +0%
Charles Schwab
14
Charles Schwab
California
$112M +$3.26M +180,177 +3%
Goldman Sachs
15
Goldman Sachs
New York
$102M +$8.37M +462,434 +9%
Citigroup
16
Citigroup
New York
$91.8M +$17.7M +977,611 +25%
Norges Bank
17
Norges Bank
Norway
$88.5M +$497K +27,457 +0.6%
Legal & General Group
18
Legal & General Group
United Kingdom
$80.4M +$9.47M +523,049 +14%
Morgan Stanley
19
Morgan Stanley
New York
$78.2M -$4.82M -266,282 -6%
Capital Research Global Investors
20
Capital Research Global Investors
California
$68M +$13.3M +733,000 +25%
ACM
21
Adelante Capital Management
California
$58.8M -$3.55M -196,147 -6%
UBS AM
22
UBS AM
Illinois
$53.3M +$8.38M +462,911 +19%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$53.2M -$42.7M -2,360,695 -45%
Ameriprise
24
Ameriprise
Minnesota
$53M +$47.5M +2,622,145 +1,169%
Barclays
25
Barclays
United Kingdom
$44.4M +$10.3M +567,921 +31%

KIM Hedge Fund Activity: Q2 2019 in Review

435 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q2 2019, worth a combined $7.69B — up 8.3% from $7.1B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new KIM positions and 41 closed out — a net gain of 9 holders — while 157 added to existing stakes and 154 trimmed.

The largest buyer was Ameriprise, adding an estimated $47.5M. The largest seller was PGGM Investments, exiting entirely with an estimated $158M sold.

  • 435 institutional investors held Kimco Realty (KIM) as of Q2 2019, up from 430 in Q1 2019.
  • Funds reported $7.69B of Kimco Realty stock for Q2 2019, up 8.3% quarter-over-quarter.
  • 50 funds opened new Kimco Realty positions in Q2 2019 and 41 closed out, a net change of +9 holders.
  • The largest Kimco Realty buyer in Q2 2019 was Ameriprise, an estimated $47.5M added.
  • The largest Kimco Realty seller in Q2 2019 was PGGM Investments, an estimated $158M sold.

Based on aggregated 13F filings for Q2 2019.