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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
JPWM
426
Jamison Private Wealth Management
Georgia
$53.8K +$119 +6 +0.2%
LC
427
Lindbrook Capital
California
$50.5K -$59.4K -2,984 -54%
CG
428
Cutler Group
California
$49K +$36K +1,809 +257%
GRP
429
Global Retirement Partners
California
$43.3K -$2.94K -148 -6%
CFD
430
Creative Financial Designs
Indiana
$43.1K -$2.07K -104 -5%
LWCFA
431
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42.8K
EWA
432
EverSource Wealth Advisors
Alabama
$41.8K +$15.4K +773 +53%
SPIA
433
Steward Partners Investment Advisory
New York
$34.8K -$4.4K -221 -11%
GWP
434
Gen-Wealth Partners
Michigan
$34.4K +$34.9K +1,755 New
HNB
435
Huntington National Bank
Ohio
$32.6K +$3.96K +199 +14%
PCFFS
436
Pacific Center for Financial Services
California
$31.9K +$8.99K +452 +39%
MAM
437
Meeder Asset Management
Ohio
$31.6K -$150K -7,545 -82%
UB
438
UMB Bank
Missouri
$31.1K -$17.9K -899 -36%
CCA
439
Criterion Capital Advisors
Tennessee
$30.6K
AGWCA
440
Annis Gardner Whiting Capital Advisors
Florida
$30.5K +$617 +31 +2%
MPWT
441
MassMutual Private Wealth & Trust
Connecticut
$28.9K +$6.42K +323 +28%
TIM
442
Thompson Investment Management
Wisconsin
$26K
IA
443
IFP Advisors
Florida
$25.2K -$4.12K -207 -14%
LS
444
Livforsakringsbolaget Skandia
Sweden
$24.6K
PS
445
Principal Securities
Iowa
$22.5K -$4.47K -225 -16%
PA
446
PSI Advisors
Florida
$21.9K +$259 +13 +1%
BWL
447
Bogart Wealth LLC
Virginia
$21.6K +$20 +1 +0.1%
HCM
448
Hollencrest Capital Management
California
$21.2K
BBHC
449
Brown Brothers Harriman & Co
New York
$20.1K +$6.17K +310 +43%
TFIPS
450
Towarzystwo Funduszy Inwestycyjnych PZU SA
$19.6K

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.