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Kimco Realty

536 hedge funds and large institutions have $12.2B invested in Kimco Realty in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 243 increasing their positions, 135 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $4.38M

80% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 135

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

3% more funds holding

Funds holding: 520536 (+16)

5.27% less ownership

Funds ownership: 97.95%92.68% (-5.3%)

6% less capital invested

Capital invested by funds: $12.9B → $12.2B (-$719M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
536
Holders Change
+16
Holders Change %
+3.08%
% of All Funds
7.72%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
75
Increased
243
Reduced
135
Closed
53
Calls
$15.1M
Puts
$4.38M
Net Calls
+$10.7M
Net Calls Change
+$7.31M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
376
KeyBank National Association
Ohio
$244K -$11.5K -579 -4%
AWM
377
Apollon Wealth Management
South Carolina
$238K -$129K -6,507 -35%
CB
378
Commerce Bank
Missouri
$234K +$47.6K +2,393 +25%
Capstone Investment Advisors
379
Capstone Investment Advisors
New York
$234K +$237K +11,925 New
PWS
380
Private Wealth Strategies
Ohio
$233K +$2.84K +143 +1%
VSQM
381
V-Square Quantitative Management
Illinois
$231K
TWP
382
Tyche Wealth Partners
Texas
$226K
Carson Wealth (CWM LLC)
383
Carson Wealth (CWM LLC)
Nebraska
$221K +$17.2K +867 +8%
OMC
384
Old Mission Capital
Illinois
$219K -$5.07M -254,937 -96%
SAM
385
Shell Asset Management
Netherlands
$218K -$22.9K -1,149 -9%
FWP
386
FAS Wealth Partners
Kansas
$216K +$696 +35 +0.3%
Janney Montgomery Scott
387
Janney Montgomery Scott
Pennsylvania
$216K -$17K -854 -7%
IMCOOI
388
Investment Management Corp of Ontario (IMCO)
Canada
$213K -$95.5K -4,800 -31%
SS
389
Sunbelt Securities
Texas
$210K +$25.3K +1,272 +13%
PAG
390
Private Advisor Group
New Jersey
$207K +$210K +10,560 New
CTC
391
Cetera Trust Company
Minnesota
$203K +$48.7K +2,450 +31%
LHC
392
Little House Capital
Massachusetts
$203K
FPAS
393
Focus Partners Advisor Solutions
Missouri
$203K +$205K +10,326 New
HI
394
Horizon Investments
North Carolina
$202K +$16.3K +820 +9%
CFM
395
Catalyst Funds Management
Australia
$202K +$205K +10,300 New
PAS
396
Park Avenue Securities
New York
$199K -$17.2K -863 -8%
PA
397
Profund Advisors
Maryland
$197K -$33.4K -1,677 -14%
DI
398
Diligent Investors
California
$197K +$7.16K +360 +4%
CNBTD
399
Citizens National Bank Trust Department
Mississippi
$165K -$124K -6,238 -43%
FCMT
400
Founders Capital Management (Texas)
Texas
$162K

KIM Hedge Fund Activity: Q1 2024 in Review

536 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q1 2024, worth a combined $12.2B — down 5.6% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new KIM positions and 53 closed out — a net gain of 22 holders — while 243 added to existing stakes and 135 trimmed.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $203M. The largest seller was Cohen & Steers, cutting an estimated $335M.

  • 536 institutional investors held Kimco Realty (KIM) as of Q1 2024, up from 520 in Q4 2023.
  • Funds reported $12.2B of Kimco Realty stock for Q1 2024, down 5.6% quarter-over-quarter.
  • 75 funds opened new Kimco Realty positions in Q1 2024 and 53 closed out, a net change of +22 holders.
  • The largest Kimco Realty buyer in Q1 2024 was Canada Pension Plan Investment Board, an estimated $203M added.
  • The largest Kimco Realty seller in Q1 2024 was Cohen & Steers, an estimated $335M sold.

Based on aggregated 13F filings for Q1 2024.