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Kimco Realty

403 hedge funds and large institutions have $8.77B invested in Kimco Realty in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 150 increasing their positions, 128 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $13M | Put options by funds: $10.3M

23% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 39

18% more capital invested

Capital invested by funds: $7.45B → $8.77B (+$1.32B)

17% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 128

5.08% more ownership

Funds ownership: 92.05%97.14% (+5.1%)

2% more funds holding

Funds holding: 397403 (+6)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
403
Holders Change
+6
Holders Change %
+1.51%
% of All Funds
7.01%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
48
Increased
150
Reduced
128
Closed
39
Calls
$13M
Puts
$10.3M
Net Calls
+$2.67M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.41B +$20.3M +978,986 +1%
BlackRock
2
BlackRock
New York
$796M +$3.57M +172,330 +0.5%
JP Morgan Chase
3
JP Morgan Chase
New York
$576M -$75.8M -3,654,712 -12%
Cohen & Steers
4
Cohen & Steers
New York
$561M +$302M +14,555,421 +118%
State Street
5
State Street
Massachusetts
$519M +$30.1M +1,450,905 +6%
Capital Research Global Investors
6
Capital Research Global Investors
California
$427M -$49M -2,361,668 -10%
RC
7
Resolution Capital
Australia
$400M +$118M +5,676,364 +42%
AAMU
8
APG Asset Management US
New York
$345M -$108M -5,209,000 -24%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$186M +$1.53M +73,544 +0.8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$180M -$3.1M -149,481 -2%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$166M +$76.2M +3,675,052 +86%
Deutsche Bank
12
Deutsche Bank
Germany
$159M -$45.3M -2,184,685 -22%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$143M -$1.29M -62,281 -0.9%
Northern Trust
14
Northern Trust
Illinois
$139M -$4.52M -218,066 -3%
Invesco
15
Invesco
Georgia
$129M +$19.3M +931,299 +18%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$118M -$23.5M -1,133,803 -17%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$113M -$220K -10,585 -0.2%
Morgan Stanley
18
Morgan Stanley
New York
$103M +$23.5M +1,131,265 +30%
Charles Schwab
19
Charles Schwab
California
$102M +$372K +17,950 +0.4%
N
20
Nuveen
North Carolina
$101M +$3.5M +168,565 +4%
Norges Bank
21
Norges Bank
Norway
$91.8M -$7.72M -372,271 -8%
Legal & General Group
22
Legal & General Group
United Kingdom
$87.1M -$2.29M -110,197 -3%
ACM
23
Adelante Capital Management
California
$72.2M +$5.68M +273,864 +9%
UBS AM
24
UBS AM
Illinois
$64.7M -$2.66M -128,461 -4%
SEI Investments
25
SEI Investments
Pennsylvania
$60.1M +$17.8M +858,956 +42%

KIM Hedge Fund Activity: Q2 2021 in Review

403 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q2 2021, worth a combined $8.77B — up 18% from $7.45B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new KIM positions and 39 closed out — a net gain of 9 holders — while 150 added to existing stakes and 128 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $302M. The largest seller was APG Asset Management US, cutting an estimated $108M.

  • 403 institutional investors held Kimco Realty (KIM) as of Q2 2021, up from 397 in Q1 2021.
  • Funds reported $8.77B of Kimco Realty stock for Q2 2021, up 18% quarter-over-quarter.
  • 48 funds opened new Kimco Realty positions in Q2 2021 and 39 closed out, a net change of +9 holders.
  • The largest Kimco Realty buyer in Q2 2021 was Cohen & Steers, an estimated $302M added.
  • The largest Kimco Realty seller in Q2 2021 was APG Asset Management US, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2021.