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Kimco Realty Corp 7.25% Class N Preferred Stock
KIM.PRN

21 hedge funds and large institutions have $81.7M invested in Kimco Realty Corp 7.25% Class N Preferred Stock in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

22% more capital invested

Capital invested by funds: $67.1M → $81.7M (+$14.5M)

11% more funds holding

Funds holding: 1921 (+2)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

384% less ownership

Funds ownership: 455.72%71.72% (-384%)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Shaolin Capital Management
Florida
$16.3M -$411M -7,090,000 -96%
CL
2
CSS LLC
Illinois
$15.8M +$927K +15,992 +7%
WHG
3
Westwood Holdings Group
Texas
$11.1M
Cohen & Steers
4
Cohen & Steers
New York
$6.27M -$194K -3,350 -3%
CCM
5
Cutler Capital Management
Massachusetts
$5.62M -$40.6K -700 -0.8%
JP Morgan Chase
6
JP Morgan Chase
New York
$3.53M -$262K -4,520 -7%
BC
7
Brookfield Corp
Ontario, Canada
$3.13M +$454K +7,827 +18%
LCM
8
LDR Capital Management
New York
$3.11M -$479K -8,267 -14%
N
9
Nuveen
North Carolina
$2.6M
DG
10
DigitalBridge Group
Florida
$2.46M +$2.32M +40,000 New
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.4M +$2.9K +50 +0.1%
Bank of America
12
Bank of America
North Carolina
$2.15M +$1.13M +19,502 +126%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$1.78M +$1.34M +23,073 +385%
Principal Financial Group
14
Principal Financial Group
Iowa
$1.75M -$57.9K -1,000 -3%
BHPW
15
Beverly Hills Private Wealth
California
$1.66M +$403K +6,950 +35%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.17M +$122K +2,100 +12%
Cerity Partners
17
Cerity Partners
New York
$296K +$279K +4,822 New
MG
18
Marex Group
$270K +$255K +4,399 New
Daiwa Securities Group
19
Daiwa Securities Group
Japan
$210K -$319K -5,500 -62%
Morgan Stanley
20
Morgan Stanley
New York
$77.8K
UBS Group
21
UBS Group
Switzerland
$46.5K +$43.9K +758 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$31K
ICA
23
Infrastructure Capital Advisors
New York
-$6.33M -116,059 Closed
Osaic Holdings
24
Osaic Holdings
Arizona
-$5.46K -100 Closed

KIM.PRN Hedge Fund Activity: Q3 2024 in Review

21 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty Corp 7.25% Class N Preferred Stock (KIM.PRN) for Q3 2024, worth a combined $81.7M — up 22% from $67.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new KIM.PRN positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was DigitalBridge Group, opening a new position worth an estimated $2.32M. The largest seller was Shaolin Capital Management, cutting an estimated $411M.

  • 21 institutional investors held Kimco Realty Corp 7.25% Class N Preferred Stock (KIM.PRN) as of Q3 2024, up from 19 in Q2 2024.
  • Funds reported $81.7M of Kimco Realty Corp 7.25% Class N Preferred Stock stock for Q3 2024, up 22% quarter-over-quarter.
  • 4 funds opened new Kimco Realty Corp 7.25% Class N Preferred Stock positions in Q3 2024 and 2 closed out, a net change of +2 holders.
  • The largest Kimco Realty Corp 7.25% Class N Preferred Stock buyer in Q3 2024 was DigitalBridge Group, an estimated $2.32M added.
  • The largest Kimco Realty Corp 7.25% Class N Preferred Stock seller in Q3 2024 was Shaolin Capital Management, an estimated $411M sold.

Based on aggregated 13F filings for Q3 2024.