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Kimco Realty

486 hedge funds and large institutions have $11.5B invested in Kimco Realty in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 165 increasing their positions, 167 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 56

0.35% less ownership

Funds ownership: 94.16%93.81% (-0.35%)

1% less funds holding

Funds holding: 489486 (-3)

1% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 167

20% less capital invested

Capital invested by funds: $14.3B → $11.5B (-$2.83B)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

83% less call options, than puts

Call options by funds: $4.2M | Put options by funds: $25.4M

Holders
486
Holders Change
-3
Holders Change %
-0.61%
% of All Funds
8.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
62
Increased
165
Reduced
167
Closed
56
Calls
$4.2M
Puts
$25.4M
Net Calls
-$21.2M
Net Calls Change
-$5.51M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
451
Bell Investment Advisors
California
$3K +$3.35K +146 New
CA
452
Crewe Advisors
Utah
$3K +$4.07K +177 New
FGAM
453
Financial Gravity Asset Management
Texas
$2.62K +$8.27K +360 New
SWA
454
Sutton Wealth Advisors
Florida
$2.21K +$2.04K +89 +387%
PFS
455
Prospera Financial Services
Texas
$2K -$2.17M -94,543 -100%
FPS
456
Fieldpoint Private Securities
Connecticut
$2K -$16.1K -699 -87%
ZB
457
Zions Bancorporation
Utah
$2K -$6.02K -262 -74%
CWP
458
Concord Wealth Partners
Virginia
$2K
HNB
459
Huntington National Bank
Ohio
$2K
STCOSD
460
Sageworth Trust Company of South Dakota
South Dakota
$2K
COCM
461
Charter Oak Capital Management
New Hampshire
$2K +$23 +1 +1%
PMFA
462
Plante Moran Financial Advisors
Michigan
$2K +$2.02K +88 New
MF
463
Magnetar Financial
Illinois
$1.43K +$1.66M +72,069 New
AF
464
Advisornet Financial
Minnesota
$1K -$2.99K -130 -74%
MCM
465
MV Capital Management
Maryland
$1K -$2.07K -90 -69%
BBPWM
466
Blue Bell Private Wealth Management
Pennsylvania
$1K
CAM
467
ClariVest Asset Management
California
$1K
DSC
468
Duncker Streett & Co
Missouri
$1K
FWM
469
Focused Wealth Management
New York
$1K
MWA
470
Miller Wealth Advisors
Colorado
$1K
OLVIG
471
Oliver Lagore Vanvalin Investment Group
Michigan
$1K
S
472
Surevest
California
$1K
TFM
473
TFC Financial Management
Massachusetts
$1K
TFA
474
Transamerica Financial Advisors
Florida
$1K +$23 +1 New
CAL
475
Capital Advisors Ltd
Ohio
$1K +$574 +25 +104%

KIM Hedge Fund Activity: Q2 2022 in Review

486 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q2 2022, worth a combined $11.5B — down 20% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new KIM positions and 56 closed out — a net gain of 6 holders — while 165 added to existing stakes and 167 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $115M. The largest seller was Deutsche Bank, cutting an estimated $83.7M.

  • 486 institutional investors held Kimco Realty (KIM) as of Q2 2022, down from 489 in Q1 2022.
  • Funds reported $11.5B of Kimco Realty stock for Q2 2022, down 20% quarter-over-quarter.
  • 62 funds opened new Kimco Realty positions in Q2 2022 and 56 closed out, a net change of +6 holders.
  • The largest Kimco Realty buyer in Q2 2022 was Wellington Management Group, an estimated $115M added.
  • The largest Kimco Realty seller in Q2 2022 was Deutsche Bank, an estimated $83.7M sold.

Based on aggregated 13F filings for Q2 2022.