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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
VEA
401
Virtus ETF Advisers
New York
$161K +$163K +8,192 New
FDCDDQ
402
Federation des caisses Desjardins du Quebec
Quebec, Canada
$161K +$83.4K +4,192 +114%
S
403
SignatureFD
Georgia
$147K +$17.6K +884 +13%
SOW
404
State of Wyoming
Wyoming
$146K +$6.94K +349 +5%
LCM
405
Logan Capital Management
Pennsylvania
$145K
AIP
406
Ameritas Investment Partners
Nebraska
$135K
KLWA
407
Kelly Lawrence W & Associates
California
$135K +$137K +6,870 New
C
408
Covestor
United Kingdom
$129K +$96K +4,827 +275%
Northwestern Mutual Wealth Management
409
Northwestern Mutual Wealth Management
Wisconsin
$126K +$2.53K +127 +2%
QCG
410
Quadrant Capital Group
Ohio
$119K +$24.8K +1,246 +26%
FFA
411
Farther Finance Advisors
California
$116K +$2.94K +148 +3%
PG
412
Proffitt & Goodson
Tennessee
$114K
CCM
413
Chilton Capital Management
Texas
$109K
PA
414
Parallel Advisors
California
$108K +$47.5K +2,390 +77%
CA
415
CoreCap Advisors
Michigan
$94K +$95.4K +4,794 New
CIBC Private Wealth Group
416
CIBC Private Wealth Group
Georgia
$90.2K +$94K +4,726 New
CSB
417
City State Bank
Iowa
$87K -$4.77K -240 -5%
MG
418
Mather Group
Illinois
$82.1K +$76.6K +3,853 New
CFB
419
Cullen/Frost Bankers
Texas
$75.5K
PB
420
Pinnacle Bancorp
Nebraska
$70.2K
MIFH
421
Migdal Insurance & Financial Holdings
Israel
$68K +$13K +654 +23%
AF
422
Allworth Financial
California
$66.4K +$13.7K +690 +26%
TPCW
423
TD Private Client Wealth
New York
$64.7K +$12.4K +623 +23%
CBT
424
CoreFirst Bank & Trust
Kansas
$63.8K
PCM
425
Penserra Capital Management
California
$54K -$54K -2,716 -49%

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.