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Kimco Realty

400 hedge funds and large institutions have $4.91B invested in Kimco Realty in 2020 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 114 increasing their positions, 167 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $3.79B → $4.91B (+$1.12B)

2.41% less ownership

Funds ownership: 91.73%89.32% (-2.4%)

5% less funds holding

Funds holding: 420400 (-20)

13% less call options, than puts

Call options by funds: $8.62M | Put options by funds: $9.89M

18% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 82

32% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 167

Holders
400
Holders Change
-20
Holders Change %
-4.76%
% of All Funds
8.2%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.06%
New
67
Increased
114
Reduced
167
Closed
82
Calls
$8.62M
Puts
$9.89M
Net Calls
-$1.28M
Net Calls Change
-$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$887M -$17.6M -1,585,042 -2%
BlackRock
2
BlackRock
New York
$472M -$37.6M -3,377,284 -8%
Cohen & Steers
3
Cohen & Steers
New York
$384M +$102M +9,196,141 +44%
State Street
4
State Street
Massachusetts
$304M -$83.4M -7,498,050 -24%
AAMU
5
APG Asset Management US
New York
$270M +$72M +6,473,100 +45%
Invesco
6
Invesco
Georgia
$244M +$39.9M +3,583,622 +23%
JP Morgan Chase
7
JP Morgan Chase
New York
$181M -$2.82M -253,657 -2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$154M -$6.16M -554,037 -4%
Deutsche Bank
9
Deutsche Bank
Germany
$124M +$31.5M +2,829,549 +42%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$116M -$13.4M -1,207,245 -12%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$116M +$2.35M +211,580 +2%
Capital Research Global Investors
12
Capital Research Global Investors
California
$116M +$15.4M +1,383,093 +18%
Northern Trust
13
Northern Trust
Illinois
$112M -$7.94M -713,944 -8%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$86M +$734K +65,993 +1%
Norges Bank
15
Norges Bank
Norway
$78.5M +$16.5M +1,481,326 +32%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$78.3M +$27.4M +2,463,849 +67%
ZP
17
Zimmer Partners
New York
$67.4M +$58.4M +5,250,000 New
Charles Schwab
18
Charles Schwab
California
$61.9M -$20.2M -1,814,115 -27%
ACM
19
Adelante Capital Management
California
$56M +$10.2M +916,144 +27%
Legal & General Group
20
Legal & General Group
United Kingdom
$52.7M -$10.3M -929,652 -18%
UBS AM
21
UBS AM
Illinois
$28.7M -$12.1M -1,089,964 -33%
Canada Pension Plan Investment Board
22
Canada Pension Plan Investment Board
Ontario, Canada
$26.4M +$18.1M +1,629,431 +385%
AllianceBernstein
23
AllianceBernstein
Tennessee
$23.6M -$2.99M -268,692 -13%
Macquarie Group
24
Macquarie Group
Australia
$22.6M +$5.19M +466,646 +36%
N
25
Nuveen
North Carolina
$22.4M +$4.55M +408,768 +31%

KIM Hedge Fund Activity: Q2 2020 in Review

400 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q2 2020, worth a combined $4.91B — up 29% from $3.79B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of KIM and 67 opened new positions — a net loss of 15 holders — while 167 trimmed existing stakes and 114 added.

The largest buyer was Cohen & Steers, adding an estimated $102M. The largest seller was State Street, cutting an estimated $83.4M.

  • 400 institutional investors held Kimco Realty (KIM) as of Q2 2020, down from 420 in Q1 2020.
  • Funds reported $4.91B of Kimco Realty stock for Q2 2020, up 29% quarter-over-quarter.
  • 67 funds opened new Kimco Realty positions in Q2 2020 and 82 closed out, a net change of -15 holders.
  • The largest Kimco Realty buyer in Q2 2020 was Cohen & Steers, an estimated $102M added.
  • The largest Kimco Realty seller in Q2 2020 was State Street, an estimated $83.4M sold.

Based on aggregated 13F filings for Q2 2020.