We are live on ! Find out more
KIM icon

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
GRP
401
Global Retirement Partners
California
$47.8K +$315 +15 +0.7%
TPCW
402
TD Private Client Wealth
New York
$44.8K -$5.7K -271 -11%
AF
403
Allworth Financial
California
$44.4K -$4.22K -201 -9%
USCWA
404
U.S. Capital Wealth Advisors
Texas
$44.4K +$44.1K +2,097 New
IA
405
IFP Advisors
Florida
$41K -$399 -19 -1%
T
406
TOBAM
France
$39K -$13.8K -655 -26%
FHA
407
First Horizon Advisors
Tennessee
$36.1K
CFD
408
Creative Financial Designs
Indiana
$35.2K
UAML
409
US Asset Management LLC
Pennsylvania
$35K +$34.3K +1,633 New
OWA
410
One Wealth Advisors
California
$34.9K +$34.7K +1,649 New
ACA
411
Atlas Capital Advisors
Wyoming
$33.4K -$18.5K -878 -36%
BTI
412
Blue Trust Inc
Georgia
$33K +$14.1K +669 +59%
AA
413
Addison Advisors
Vermont
$32.5K
GBT
414
Grove Bank & Trust
Florida
$32K +$31.3K +1,490 New
Pacer Advisors
415
Pacer Advisors
Pennsylvania
$30.2K -$254K -12,099 -89%
SCA
416
Stonebridge Capital Advisors
Minnesota
$27.6K
PFBT
417
Parkside Financial Bank & Trust
Missouri
$26.6K +$652 +31 +3%
EWA
418
EverSource Wealth Advisors
Alabama
$24.9K +$16.8K +801 +212%
NA
419
NewEdge Advisors
Louisiana
$20.4K +$130K +6,161 New
SPIA
420
Steward Partners Investment Advisory
New York
$20.4K +$6.98K +332 +53%
Parallax Volatility Advisers
421
Parallax Volatility Advisers
California
$19.7K -$75.4K -3,587 -79%
TF
422
Tompkins Financial
New York
$19K
SOW
423
State of Wyoming
Wyoming
$19K -$273 -13 -1%
FFA
424
Farther Finance Advisors
California
$18.4K +$18.3K +870 New
SWM
425
Spire Wealth Management
Virginia
$18K -$252 -12 -1%

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.