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Kimco Realty

489 hedge funds and large institutions have $14.3B invested in Kimco Realty in 2022 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 172 increasing their positions, 173 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 49

3% more funds holding

Funds holding: 475489 (+14)

1% more capital invested

Capital invested by funds: $14.1B → $14.3B (+$169M)

0.96% more ownership

Funds ownership: 93.19%94.16% (+0.96%)

1% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 173

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

73% less call options, than puts

Call options by funds: $5.68M | Put options by funds: $21.3M

Holders
489
Holders Change
+14
Holders Change %
+2.95%
% of All Funds
7.71%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
71
Increased
172
Reduced
173
Closed
49
Calls
$5.68M
Puts
$21.3M
Net Calls
-$15.6M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$108M +$27M +1,117,168 +35%
Prudential Financial
27
Prudential Financial
New Jersey
$105M -$2.64M -109,331 -3%
SEI Investments
28
SEI Investments
Pennsylvania
$90.9M +$2.33M +96,702 +3%
ACM
29
Adelante Capital Management
California
$87.4M -$8.69M -360,020 -9%
DPIM
30
Duff & Phelps Investment Management
Illinois
$68.4M +$2.17M +89,700 +3%
Swiss National Bank
31
Swiss National Bank
Switzerland
$65.9M +$33.5M +1,388,800 +108%
Morgan Stanley
32
Morgan Stanley
New York
$65.8M +$5.05M +209,045 +9%
American Century Companies
33
American Century Companies
Missouri
$63.3M +$7.36M +304,853 +14%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$61.2M +$30.9M +1,281,564 +107%
Bank of America
35
Bank of America
North Carolina
$59.3M -$13.8M -572,488 -19%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$57.3M +$2.04M +84,445 +4%
PPA
37
Parametric Portfolio Associates
Washington
$51.2M +$2.85M +117,895 +6%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$49.5M +$5.5M +227,945 +13%
ACI
39
AMP Capital Investors
Australia
$44M -$6.64M -275,290 -13%
Swedbank
40
Swedbank
Sweden
$40.4M -$315K -13,044 -0.8%
Amundi
41
Amundi
France
$38.3M +$5.61M +232,245 +17%
Retirement Systems of Alabama
42
Retirement Systems of Alabama
Alabama
$37.5M +$14.8M +614,253 +68%
Wells Fargo
43
Wells Fargo
California
$37.4M +$11.7M +485,896 +47%
Ohio Public Employees Retirement System (OPERS)
44
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.1M +$12.6M +523,598 +58%
HRES
45
Heitman Real Estate Securities
Illinois
$34.4M -$75.2M -3,117,173 -69%
DLA
46
Douglas Lane & Associates
New York
$34.3M -$138K -5,717 -0.4%
State of New Jersey Common Pension Fund D
47
State of New Jersey Common Pension Fund D
New Jersey
$31.7M +$421K +17,429 +1%
Axa
48
Axa
France
$29.8M
Asset Management One
49
Asset Management One
Japan
$29.4M +$4.62M +191,399 +19%
UBS Group
50
UBS Group
Switzerland
$29.2M -$2.51M -103,957 -8%

KIM Hedge Fund Activity: Q1 2022 in Review

489 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q1 2022, worth a combined $14.3B — up 1.2% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new KIM positions and 49 closed out — a net gain of 22 holders — while 172 added to existing stakes and 173 trimmed.

The largest buyer was Invesco, adding an estimated $269M. The largest seller was JP Morgan Chase, cutting an estimated $215M.

  • 489 institutional investors held Kimco Realty (KIM) as of Q1 2022, up from 475 in Q4 2021.
  • Funds reported $14.3B of Kimco Realty stock for Q1 2022, up 1.2% quarter-over-quarter.
  • 71 funds opened new Kimco Realty positions in Q1 2022 and 49 closed out, a net change of +22 holders.
  • The largest Kimco Realty buyer in Q1 2022 was Invesco, an estimated $269M added.
  • The largest Kimco Realty seller in Q1 2022 was JP Morgan Chase, an estimated $215M sold.

Based on aggregated 13F filings for Q1 2022.