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Kimco Realty

475 hedge funds and large institutions have $14.1B invested in Kimco Realty in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 170 increasing their positions, 155 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

20% more capital invested

Capital invested by funds: $11.7B → $14.1B (+$2.4B)

16% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 57

1.08% more ownership

Funds ownership: 92.11%93.19% (+1.1%)

10% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 155

1% more funds holding

Funds holding: 472475 (+3)

80% less call options, than puts

Call options by funds: $6.63M | Put options by funds: $34M

Holders
475
Holders Change
+3
Holders Change %
+0.64%
% of All Funds
7.31%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
66
Increased
170
Reduced
155
Closed
57
Calls
$6.63M
Puts
$34M
Net Calls
-$27.3M
Net Calls Change
-$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.4B +$22.8M +985,130 +1%
BlackRock
2
BlackRock
New York
$1.36B +$60.9M +2,632,139 +5%
Cohen & Steers
3
Cohen & Steers
New York
$1.11B +$169M +7,313,900 +19%
JP Morgan Chase
4
JP Morgan Chase
New York
$931M -$50.5M -2,184,672 -5%
State Street
5
State Street
Massachusetts
$914M +$66.7M +2,882,534 +8%
RC
6
Resolution Capital
Australia
$624M +$8.21M +354,883 +1%
AAMU
7
APG Asset Management US
New York
$398M -$3.58M -155,000 -1%
Capital Research Global Investors
8
Capital Research Global Investors
California
$322M -$89.9M -3,886,571 -23%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$311M +$5.69M +245,905 +2%
Deutsche Bank
10
Deutsche Bank
Germany
$297M -$24.1M -1,041,378 -8%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$277M +$29M +1,252,539 +13%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$257M +$14.3M +620,357 +6%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$224M -$5.38M -232,456 -2%
Northern Trust
14
Northern Trust
Illinois
$215M -$7.81M -337,645 -4%
N
15
Nuveen
North Carolina
$192M +$25.3M +1,095,362 +16%
Charles Schwab
16
Charles Schwab
California
$179M +$4.09M +176,822 +2%
PI
17
PGGM Investments
Netherlands
$176M
Legal & General Group
18
Legal & General Group
United Kingdom
$152M +$9.51M +411,150 +7%
Norges Bank
19
Norges Bank
Norway
$147M -$4.8M -207,523 -3%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$146M -$8.3M -359,009 -6%
Invesco
21
Invesco
Georgia
$145M -$2.32M -100,349 -2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$143M -$17.4M -751,417 -11%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$118M +$31.3M +1,351,694 +39%
HRES
24
Heitman Real Estate Securities
Illinois
$111M +$38.6M +1,669,862 +59%
UBS AM
25
UBS AM
Illinois
$107M +$5.95M +257,096 +6%

KIM Hedge Fund Activity: Q4 2021 in Review

475 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q4 2021, worth a combined $14.1B — up 20% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new KIM positions and 57 closed out — a net gain of 9 holders — while 170 added to existing stakes and 155 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $169M. The largest seller was Capital Research Global Investors, cutting an estimated $89.9M.

  • 475 institutional investors held Kimco Realty (KIM) as of Q4 2021, up from 472 in Q3 2021.
  • Funds reported $14.1B of Kimco Realty stock for Q4 2021, up 20% quarter-over-quarter.
  • 66 funds opened new Kimco Realty positions in Q4 2021 and 57 closed out, a net change of +9 holders.
  • The largest Kimco Realty buyer in Q4 2021 was Cohen & Steers, an estimated $169M added.
  • The largest Kimco Realty seller in Q4 2021 was Capital Research Global Investors, an estimated $89.9M sold.

Based on aggregated 13F filings for Q4 2021.