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Kimco Realty
KIM

Overview Fund Activity

503 hedge funds and large institutions have $11.1B invested in Kimco Realty in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 183 increasing their positions, 174 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
-11
Holders Change %
-2.14%
% of All Funds
8.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
55
Increased
183
Reduced
174
Closed
58
Calls
$4.93M
Puts
$20.6M
Net Calls
-$15.7M
Net Calls Change
-$13.6M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$123M
2
HRES
Heitman Real Estate Securities
Illinois
$87.5M
3
BlackRock
BlackRock
New York
$1.23B
4
CIM
Centersquare Investment Management
Pennsylvania
$34.4M
5
WMSA
Weiss Multi-Strategy Advisers
New York
$24.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$53.4M
2
RC
Resolution Capital
Australia
$352M
3
Invesco
Invesco
Georgia
$347M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$436M
5
ZP
Zimmer Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
326
NinePointTwo Capital
California
$282K +$282K +14,458 New
HGWM
327
Horst & Graben Wealth Management
Oregon
$275K – – –
TFA
328
Tobias Financial Advisors
Florida
$273K +$1.93K +99 +0.7%
IC
329
IEQ Capital
California
$273K +$76.7K +3,928 +39%
T
330
TCWP
Ohio
$271K -$3.3K -169 -1%
USAA
331
United Services Automobile Association
Texas
$269K -$172K -8,798 -39%
CA
332
Cetera Advisors
Colorado
$268K -$156K -7,972 -37%
MS
333
Maven Securities
Jersey
$268K +$268K +13,715 New
LOAMS
334
Lombard Odier Asset Management (Switzerland)
Switzerland
$267K -$17.8K -910 -6%
TMAM
335
Tokio Marine Asset Management
Japan
$265K +$70.5K +3,610 +36%
AWM
336
Apollon Wealth Management
South Carolina
$261K -$41.2K -2,111 -14%
GAA
337
Global Assets Advisory
Florida
$256K -$23.3K -1,220 -8%
JIC
338
Joel Isaacson & Co
New York
$256K +$3.32K +170 +1%
SC
339
Schulhoff & Co
Ohio
$255K – – –
CAS
340
Coppell Advisory Solutions
Texas
$255K -$1.75K -93 -0.7%
CASC
341
Coppell Advisory Solutions Corp
Texas
$255K -$1.75K -93 -0.7%
KeyBank National Association
342
KeyBank National Association
Ohio
$254K +$16.7K +857 +7%
EH
343
Equitable Holdings
New York
$244K +$244K +12,492 New
FM
344
Foster & Motley
Ohio
$225K – – –
SS
345
Sunbelt Securities
Texas
$225K +$19.3K +1,028 +9%
EW
346
Enzi Wealth
Texas
$222K – – –
PWS
347
Private Wealth Strategies
Ohio
$221K +$2.81K +144 +1%
MPPLM
348
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$217K -$171K -8,741 -44%
FWP
349
FAS Wealth Partners
Kansas
$214K – – –
BMSSC
350
B. Metzler seel. Sohn & Co
Germany
$212K -$762K -39,036 -78%
12 13
14
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