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Kimco Realty

551 hedge funds and large institutions have $14.7B invested in Kimco Realty in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 194 increasing their positions, 184 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

62% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 45

20% more capital invested

Capital invested by funds: $12.2B → $14.7B (+$2.48B)

4% more funds holding

Funds holding: 528551 (+23)

5% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 184

0.73% more ownership

Funds ownership: 92.83%93.56% (+0.73%)

19% less call options, than puts

Call options by funds: $6.18M | Put options by funds: $7.63M

Holders
551
Holders Change
+23
Holders Change %
+4.36%
% of All Funds
7.91%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
73
Increased
194
Reduced
184
Closed
45
Calls
$6.18M
Puts
$7.63M
Net Calls
-$1.45M
Net Calls Change
-$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
FCMT
401
Founders Capital Management (Texas)
Texas
$192K
FFA
402
Farther Finance Advisors
California
$192K +$31.5K +1,426 +21%
LCM
403
Logan Capital Management
Pennsylvania
$171K
AIP
404
Ameritas Investment Partners
Nebraska
$160K
QCG
405
Quadrant Capital Group
Ohio
$151K -$1.32K -60 -0.9%
Northwestern Mutual Wealth Management
406
Northwestern Mutual Wealth Management
Wisconsin
$150K -$6.16K -279 -4%
WAM
407
Wolverine Asset Management
Illinois
$139K -$518K -23,469 -80%
LC
408
Lindbrook Capital
California
$139K +$87.9K +3,980 +198%
Lazard Asset Management
409
Lazard Asset Management
New York
$135K -$411K -18,624 -76%
PG
410
Proffitt & Goodson
Tennessee
$135K
CIBC Private Wealth Group
411
CIBC Private Wealth Group
Georgia
$133K +$24.7K +1,120 +24%
CFM
412
Catalyst Funds Management
Australia
$130K +$124K +5,600 New
BTI
413
Blue Trust Inc
Georgia
$123K +$92.8K +4,205 +199%
Optiver Holding
414
Optiver Holding
Netherlands
$122K +$116K +5,256 New
LS
415
Livforsakringsbolaget Skandia
Sweden
$117K +$83.9K +3,800 +303%
CNBTD
416
Citizens National Bank Trust Department
Mississippi
$114K -$38.2K -1,730 -26%
CA
417
CoreCap Advisors
Michigan
$111K
CFB
418
Cullen/Frost Bankers
Texas
$108K
CSB
419
City State Bank
Iowa
$102K
A
420
AlphaQuest
New York
$96.4K +$91.6K +4,151 +415,100%
PA
421
Parallel Advisors
California
$93.3K +$22K +996 +33%
EWA
422
EverSource Wealth Advisors
Alabama
$84.9K +$29.8K +1,351 +59%
MG
423
Mather Group
Illinois
$83.9K -$61.5K -2,784 -44%
PB
424
Pinnacle Bancorp
Nebraska
$83.2K
NB
425
NBT Bank
New York
$81.3K +$77.3K +3,500 New

KIM Hedge Fund Activity: Q3 2024 in Review

551 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q3 2024, worth a combined $14.7B — up 20% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new KIM positions and 45 closed out — a net gain of 28 holders — while 194 added to existing stakes and 184 trimmed.

The largest buyer was Resolution Capital, adding an estimated $214M. The largest seller was JP Morgan Chase, cutting an estimated $253M.

  • 551 institutional investors held Kimco Realty (KIM) as of Q3 2024, up from 528 in Q2 2024.
  • Funds reported $14.7B of Kimco Realty stock for Q3 2024, up 20% quarter-over-quarter.
  • 73 funds opened new Kimco Realty positions in Q3 2024 and 45 closed out, a net change of +28 holders.
  • The largest Kimco Realty buyer in Q3 2024 was Resolution Capital, an estimated $214M added.
  • The largest Kimco Realty seller in Q3 2024 was JP Morgan Chase, an estimated $253M sold.

Based on aggregated 13F filings for Q3 2024.