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Kimco Realty

517 hedge funds and large institutions have $12.3B invested in Kimco Realty in 2022 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 182 increasing their positions, 164 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 36

14% more capital invested

Capital invested by funds: $10.7B → $12.3B (+$1.55B)

11% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 164

7% more funds holding

Funds holding: 482517 (+35)

0.92% more ownership

Funds ownership: 94.4%95.32% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

26% less call options, than puts

Call options by funds: $5.93M | Put options by funds: $8.05M

Holders
517
Holders Change
+35
Holders Change %
+7.26%
% of All Funds
8.31%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
82
Increased
182
Reduced
164
Closed
36
Calls
$5.93M
Puts
$8.05M
Net Calls
-$2.12M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
476
Abound Wealth Management
Tennessee
$3.71K -$2K -95 -35%
AWM
477
Activest Wealth Management
Florida
$3.6K
DIP
478
DT Investment Partners
Pennsylvania
$3.52K
CSC
479
Caldwell Sutter Capital
California
$3.52K +$3.49K +166 New
IRC
480
Investors Research Corp
Georgia
$3.3K
CFO
481
CVA Family Office
Colorado
$3.07K -$21.9K -1,040 -88%
SWA
482
Sutton Wealth Advisors
Florida
$2.96K +$589 +28 +25%
WTA
483
Washington Trust Advisors
Massachusetts
$2.94K
ZB
484
Zions Bancorporation
Utah
$2.92K +$946 +45 +48%
LF
485
Lee Financial
Texas
$2.65K -$2.08K -99 -44%
MCM
486
MV Capital Management
Maryland
$2.6K +$631 +30 +32%
CYG
487
Clean Yield Group
Vermont
$2.56K
HNB
488
Huntington National Bank
Ohio
$2.52K -$1.28K -61 -34%
BIA
489
Bell Investment Advisors
California
$2.46K +$820 +39 +51%
HCM
490
Hollencrest Capital Management
California
$2.33K +$2.31K +110 New
BAAM
491
Baker Avenue Asset Management
California
$2.08K +$2.06K +98 New
KFP
492
KB Financial Partners
New Jersey
$2K +$1.66K +79 New
CAL
493
Capital Advisors Ltd
Ohio
$2K +$10.5K +499 +1,919%
AWM
494
Accurate Wealth Management
Florida
$1.94K +$2K +95 New
OLVIG
495
Oliver Lagore Vanvalin Investment Group
Michigan
$1.57K
RFG
496
RFP Financial Group
Georgia
$1.36K +$1.34K +64 New
CCA
497
Column Capital Advisors
Indiana
$1.06K
MPCL
498
My Personal CFO LLC
Washington
$1.06K +$1.05K +50 New
CAM
499
ClariVest Asset Management
California
$1K
TFA
500
Transamerica Financial Advisors
Florida
$1K +$42 +2 +200%

KIM Hedge Fund Activity: Q4 2022 in Review

517 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q4 2022, worth a combined $12.3B — up 14% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new KIM positions and 36 closed out — a net gain of 46 holders — while 182 added to existing stakes and 164 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $64.1M. The largest seller was Cohen & Steers, cutting an estimated $136M.

  • 517 institutional investors held Kimco Realty (KIM) as of Q4 2022, up from 482 in Q3 2022.
  • Funds reported $12.3B of Kimco Realty stock for Q4 2022, up 14% quarter-over-quarter.
  • 82 funds opened new Kimco Realty positions in Q4 2022 and 36 closed out, a net change of +46 holders.
  • The largest Kimco Realty buyer in Q4 2022 was Capital Research Global Investors, an estimated $64.1M added.
  • The largest Kimco Realty seller in Q4 2022 was Cohen & Steers, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2022.