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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
RFA
451
Register Financial Advisors
Georgia
$19.6K +$19.9K +1,000 New
BCMLT
452
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.6K +$19.8K +997 New
SWM
453
Spire Wealth Management
Virginia
$18.6K +$1.35K +68 +8%
WAG
454
Wiser Advisor Group
Arizona
$18.1K +$199 +10 +1%
PFBT
455
Parkside Financial Bank & Trust
Missouri
$17.9K +$418 +21 +2%
TF
456
Tompkins Financial
New York
$17.6K
BFEC
457
Benjamin F. Edwards & Company
Missouri
$17K -$292K -14,682 -95%
DWS
458
Dynamic Wealth Strategies
California
$17K -$4.97K -250 -22%
CA
459
Continuum Advisory
Idaho
$16.6K +$17.4K +873 New
DMBA
460
Deseret Mutual Benefit Administrators
Utah
$15.9K
CT
461
Cambridge Trust
Massachusetts
$15.5K
TSWM
462
Tyler-Stone Wealth Management
Ohio
$15.1K
HRC
463
Hoertkorn Richard Charles
$14.7K
AIM
464
Arcadia Investment Management
Michigan
$14.2K +$14.4K +725 New
CTC
465
Central Trust Company
Missouri
$13.7K
QL
466
Quarry LP
New York
$13.7K +$13.9K +698 New
DAM
467
Delta Asset Management
Tennessee
$12.4K
CAL
468
Capital Advisors Ltd
Ohio
$12K +$477 +24 +4%
EWP
469
Elevation Wealth Partners
California
$11.8K
CFO
470
CVA Family Office
Colorado
$11.1K
ADL
471
Asset Dedication LLC
California
$10K
FMP
472
Financial Management Professionals
Texas
$10K +$99 +5 +1%
WTC
473
WhitTier Trust Company
Nevada
$9.49K +$9.35K +470 +3,357%
WWP
474
WR Wealth Planners
Missouri
$9.24K +$9.37K +471 New
MFT
475
Moisand Fitzgerald Tamayo
Florida
$9K +$2.37K +119 +35%

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.