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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
HWA
476
HHM Wealth Advisors
Tennessee
$8.85K
SIS
477
Sound Income Strategies
Florida
$8.63K
NSIM
478
North Star Investment Management
Illinois
$8.55K
FMII
479
Farmers & Merchants Investments Inc
Nebraska
$8.33K
RIL
480
Rothschild Investment LLC
Illinois
$8.2K +$1.19K +60 +17%
VCM
481
Versant Capital Management
Arizona
$7.45K +$6.62K +333 +709%
GKIM
482
GW&K Investment Management
Massachusetts
$7K
VWM
483
Venturi Wealth Management
Texas
$6.55K
HPC
484
HM Payson & Co
Maine
$6.2K -$9.43K -474 -60%
TIM
485
Tortoise Investment Management
New York
$6.2K
VNA
486
Valley National Advisers
Pennsylvania
$6K -$4.81K -242 -44%
AW
487
Avion Wealth
Texas
$6K
HI
488
Harbour Investments
Wisconsin
$5.96K -$1.35K -68 -18%
BCM
489
Blume Capital Management
California
$5.88K
PWMG
490
Private Wealth Management Group
New Jersey
$5.83K
BTI
491
Blue Trust Inc
Georgia
$5.8K -$11.3K -569 -66%
GEA
492
Glen Eagle Advisors
New Jersey
$5.29K
MCM
493
MV Capital Management
Maryland
$5.2K
MA
494
Montag & Associates
Georgia
$4.9K -$51.3K -2,578 -91%
OPTFSNA
495
Old Point Trust & Financial Services N A
Virginia
$4.9K +$4.97K +250 New
HIA
496
Harbor Investment Advisory
Maryland
$4.75K
SAM
497
Smartleaf Asset Management
Massachusetts
$4.74K +$4.59K +231 +1,650%
ZB
498
Zions Bancorporation
Utah
$4.51K
HCM
499
Highlander Capital Management
New Jersey
$3.92K
OIA
500
Optimum Investment Advisors
Illinois
$3.92K +$3.98K +200 New

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.