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Kimco Realty

517 hedge funds and large institutions have $12.3B invested in Kimco Realty in 2022 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 182 increasing their positions, 164 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 36

14% more capital invested

Capital invested by funds: $10.7B → $12.3B (+$1.55B)

11% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 164

7% more funds holding

Funds holding: 482517 (+35)

0.92% more ownership

Funds ownership: 94.4%95.32% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

26% less call options, than puts

Call options by funds: $5.93M | Put options by funds: $8.05M

Holders
517
Holders Change
+35
Holders Change %
+7.26%
% of All Funds
8.31%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
82
Increased
182
Reduced
164
Closed
36
Calls
$5.93M
Puts
$8.05M
Net Calls
-$2.12M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
276
Creative Planning
Kansas
$531K +$33.5K +1,592 +7%
NSEDCP
277
NJ State Employees Deferred Compensation Plan
New Jersey
$530K
AWE
278
Avidian Wealth Enterprises
Texas
$516K +$33.1K +1,575 +7%
GLR
279
Great Lakes Retirement
Ohio
$504K +$501K +23,819 New
JWM
280
Jeppson Wealth Management
California
$504K +$1.89K +90 +0.4%
VFA
281
Values First Advisors
Tennessee
$500K +$26.4K +1,256 +6%
MML Investors Services
282
MML Investors Services
Massachusetts
$479K +$232K +11,023 +95%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
283
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$478K +$474K +22,570 New
USAA
284
United Services Automobile Association
Texas
$478K
GJIA
285
Glass Jacobson Investment Advisors
Maryland
$477K +$474K +22,530 New
KRSITF
286
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$469K
TIMH
287
Tilt Investment Management Holdings
New York
$469K +$465K +22,143 New
CA
288
Cetera Advisors
Colorado
$460K +$36.4K +1,734 +9%
BIA
289
Beacon Investment Advisors
Maryland
$454K +$451K +21,456 New
BAM
290
Blueshift Asset Management
New Jersey
$446K +$443K +21,081 New
V
291
Veritable
Delaware
$446K -$14.2K -674 -3%
CCM
292
Coldstream Capital Management
Washington
$437K +$433K +20,618 New
AIP
293
Ahrens Investment Partners
Louisiana
$436K +$63 +3 +0%
MPPLM
294
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$421K +$26K +1,236 +7%
FIM
295
Freedom Investment Management
Connecticut
$419K -$38.8K -1,848 -9%
AC
296
Allstate Corporation
Illinois
$412K +$18.7K +889 +5%
AIM
297
Allstate Investment Management
Illinois
$412K +$409K +19,451 New
NMIMC
298
Northwestern Mutual Investment Management Company
Wisconsin
$411K -$75.4K -3,588 -16%
SC
299
Steph & Co
Wisconsin
$397K +$97.3K +4,627 +33%
NHC
300
Nicholas Hoffman & Company
Georgia
$396K

KIM Hedge Fund Activity: Q4 2022 in Review

517 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q4 2022, worth a combined $12.3B — up 14% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new KIM positions and 36 closed out — a net gain of 46 holders — while 182 added to existing stakes and 164 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $64.1M. The largest seller was Cohen & Steers, cutting an estimated $136M.

  • 517 institutional investors held Kimco Realty (KIM) as of Q4 2022, up from 482 in Q3 2022.
  • Funds reported $12.3B of Kimco Realty stock for Q4 2022, up 14% quarter-over-quarter.
  • 82 funds opened new Kimco Realty positions in Q4 2022 and 36 closed out, a net change of +46 holders.
  • The largest Kimco Realty buyer in Q4 2022 was Capital Research Global Investors, an estimated $64.1M added.
  • The largest Kimco Realty seller in Q4 2022 was Cohen & Steers, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2022.