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Kimco Realty
KIM

Overview Fund Activity

516 hedge funds and large institutions have $12.9B invested in Kimco Realty in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 206 increasing their positions, 152 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
+30
Holders Change %
+6.17%
% of All Funds
7.56%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
86
Increased
206
Reduced
152
Closed
50
Calls
$14.2M
Puts
$10.8M
Net Calls
+$3.36M
Net Calls Change
+$20.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$308M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$84.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$377M
4
Cohen & Steers
Cohen & Steers
New York
$942M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$727M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$111M
2
Capital Research Global Investors
Capital Research Global Investors
California
$319M
3
RC
Resolution Capital
Australia
$53.8M
4
BC
Brookfield Corp
Ontario, Canada
$0
5
Northern Trust
Northern Trust
Illinois
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
476
MV Capital Management
Maryland
$5.65K +$4.31K +202 +321%
FWM
477
Focused Wealth Management
New York
$5.17K +$64 +3 +1%
HIA
478
Harbor Investment Advisory
Maryland
$5.16K – – –
CTA
479
Colonial Trust Advisors
South Carolina
$4.94K -$149 -7 -3%
ZB
480
Zions Bancorporation
Utah
$4.9K +$170 +8 +4%
HCM
481
Highlander Capital Management
New Jersey
$4.26K – – –
AWM
482
Abound Wealth Management
Tennessee
$4.24K +$511 +24 +14%
BGAI
483
Bruce G. Allen Investments
Colorado
$4.18K +$4.18K +196 New
CSC
484
Caldwell Sutter Capital
California
$3.54K – – –
DIP
485
DT Investment Partners
Pennsylvania
$3.4K – – –
IRC
486
Investors Research Corp
Georgia
$3.32K – – –
S
487
Sachetta
Massachusetts
$3.31K +$3.31K +155 New
NS
488
NBC Securities
Alabama
$3K -$536 -32 -15%
PVH
489
Psagot Value Holdings
Israel
$3K +$2.58K +103 +606%
LF
490
Lee Financial
Texas
$2.22K +$2.22K +104 New
BAM
491
Byrne Asset Management
New Jersey
$2.18K +$2.18K +100 New
BWM
492
Baystate Wealth Management
Massachusetts
$2.13K +$2.13K +100 New
RCM
493
Raleigh Capital Management
North Carolina
$1.92K +$1.92K +90 New
FHA
494
First Horizon Advisors
Tennessee
$1.85K – – –
CAM
495
ClariVest Asset Management
California
$1.72K +$775 +36 +82%
OLVIG
496
Oliver Lagore Vanvalin Investment Group
Michigan
$1.58K – – –
RFG
497
RFP Financial Group
Georgia
$1.36K – – –
BIA
498
Bell Investment Advisors
California
$1.26K -$1.43K -67 -53%
MWA
499
Miller Wealth Advisors
Colorado
$1.19K +$1.19K +56 New
WPA
500
West Paces Advisors
Georgia
$1K +$1K +47 New
18 19
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