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Kimco Realty

432 hedge funds and large institutions have $7.99B invested in Kimco Realty in 2019 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 141 increasing their positions, 175 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $7.69B → $7.99B (+$304M)

0.65% more ownership

Funds ownership: 90.02%90.68% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less funds holding

Funds holding: 435432 (-3)

4% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 53

19% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 175

50% less call options, than puts

Call options by funds: $3.14M | Put options by funds: $6.22M

Holders
432
Holders Change
-3
Holders Change %
-0.69%
% of All Funds
9.47%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
51
Increased
141
Reduced
175
Closed
53
Calls
$3.14M
Puts
$6.22M
Net Calls
-$3.08M
Net Calls Change
-$190K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.47B +$21.6M +1,137,576 +2%
BlackRock
2
BlackRock
New York
$813M -$16.1M -843,572 -2%
State Street
3
State Street
Massachusetts
$691M +$32.5M +1,709,694 +5%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$394M -$48.3M -2,537,544 -12%
AAMU
5
APG Asset Management US
New York
$361M
JP Morgan Chase
6
JP Morgan Chase
New York
$324M +$14.4M +758,573 +5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$191M +$37M +1,945,462 +27%
Northern Trust
8
Northern Trust
Illinois
$188M +$4.47M +234,729 +3%
Invesco
9
Invesco
Georgia
$184M -$21.5M -1,131,406 -11%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$172M +$4.51M +236,776 +3%
Deutsche Bank
11
Deutsche Bank
Germany
$168M -$10.4M -545,686 -6%
Cohen & Steers
12
Cohen & Steers
New York
$165M +$150M +7,878,360 New
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$139M -$1.48M -77,848 -1%
Charles Schwab
14
Charles Schwab
California
$130M +$3.18M +166,980 +3%
AAMU
15
Amundi Asset Management US
Massachusetts
$104M +$3.11M +163,641 +3%
Norges Bank
16
Norges Bank
Norway
$100M
Legal & General Group
17
Legal & General Group
United Kingdom
$93.8M +$2.71M +142,183 +3%
Goldman Sachs
18
Goldman Sachs
New York
$87.9M -$25.4M -1,336,826 -24%
Morgan Stanley
19
Morgan Stanley
New York
$86.5M -$1.69M -89,025 -2%
Capital Research Global Investors
20
Capital Research Global Investors
California
$82.7M +$5.41M +284,500 +8%
Ameriprise
21
Ameriprise
Minnesota
$80.1M +$17.6M +923,387 +32%
MMH
22
Menora Mivtachim Holdings
Israel
$78.9M +$37.5M +1,969,000 +109%
Renaissance Technologies
23
Renaissance Technologies
New York
$65.6M +$18M +943,600 +43%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$65.6M +$21.1M +1,108,494 +55%
ACM
25
Adelante Capital Management
California
$65.5M -$790K -41,510 -1%

KIM Hedge Fund Activity: Q3 2019 in Review

432 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q3 2019, worth a combined $7.99B — up 4% from $7.69B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of KIM and 51 opened new positions — a net loss of 2 holders — while 175 trimmed existing stakes and 141 added.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $150M. The largest seller was Bank of New York Mellon, cutting an estimated $48.3M.

  • 432 institutional investors held Kimco Realty (KIM) as of Q3 2019, down from 435 in Q2 2019.
  • Funds reported $7.99B of Kimco Realty stock for Q3 2019, up 4% quarter-over-quarter.
  • 51 funds opened new Kimco Realty positions in Q3 2019 and 53 closed out, a net change of -2 holders.
  • The largest Kimco Realty buyer in Q3 2019 was Cohen & Steers, an estimated $150M added.
  • The largest Kimco Realty seller in Q3 2019 was Bank of New York Mellon, an estimated $48.3M sold.

Based on aggregated 13F filings for Q3 2019.