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Kimco Realty

482 hedge funds and large institutions have $10.7B invested in Kimco Realty in 2022 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 164 increasing their positions, 162 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 49

1% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 162

0.6% more ownership

Funds ownership: 93.81%94.4% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less funds holding

Funds holding: 486482 (-4)

6% less capital invested

Capital invested by funds: $11.5B → $10.7B (-$716M)

69% less call options, than puts

Call options by funds: $6.62M | Put options by funds: $21.5M

Holders
482
Holders Change
-4
Holders Change %
-0.82%
% of All Funds
8.3%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
52
Increased
164
Reduced
162
Closed
49
Calls
$6.62M
Puts
$21.5M
Net Calls
-$14.9M
Net Calls Change
+$6.26M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
501
Chilton Capital Management
Texas
-$129K -6,509 Closed
AW
502
ACG Wealth
Georgia
-$92K -4,636 Closed
VVP
503
Venture Visionary Partners
Ohio
-$75.3K -3,811 Closed
CI
504
CX Institutional
Indiana
-$62K -3,153 Closed
CIBC Private Wealth Group
505
CIBC Private Wealth Group
Georgia
-$27K -1,354 Closed
SSG
506
Summit Securities Group
New York
-$26K -1,290 Closed
RTC
507
Riverview Trust Company
Washington
-$17K -841 Closed
BMD
508
Better Money Decisions
New Mexico
-$11K -573 Closed
CA
509
Clearstead Advisors
Ohio
-$8K -422 Closed
PK
510
Pflug Koory
Nebraska
-$8K -396 Closed
GKIM
511
GW&K Investment Management
Massachusetts
-$3K -153 Closed
CWP
512
Concord Wealth Partners
Virginia
-$2K -112 Closed
COCM
513
Charter Oak Capital Management
New Hampshire
-$2K -99 Closed
STCOSD
514
Sageworth Trust Company of South Dakota
South Dakota
-$2K -99 Closed
PFS
515
Prospera Financial Services
Texas
-$2K -89 Closed
PMFA
516
Plante Moran Financial Advisors
Michigan
-$2K -88 Closed
MWA
517
Miller Wealth Advisors
Colorado
-$1K -56 Closed
BBPWM
518
Blue Bell Private Wealth Management
Pennsylvania
-$1K -33 Closed
CAL
519
Capital Advisors Ltd
Ohio
-$485 -23 -47%
HGERS
520
Householder Group Estate & Retirement Specialist
Arizona
+$253 +12 New
AWM
521
Avior Wealth Management
Nebraska
+$337 +16 New
WWM
522
Wolff Wiese Magana
California
+$422 +20 New
EC
523
EdgeRock Capital
Colorado
+$464 +22 New

KIM Hedge Fund Activity: Q3 2022 in Review

482 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q3 2022, worth a combined $10.7B — down 6.2% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new KIM positions and 49 closed out — a net gain of 3 holders — while 164 added to existing stakes and 162 trimmed.

The largest buyer was Norges Bank, adding an estimated $86.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $28.8M.

  • 482 institutional investors held Kimco Realty (KIM) as of Q3 2022, down from 486 in Q2 2022.
  • Funds reported $10.7B of Kimco Realty stock for Q3 2022, down 6.2% quarter-over-quarter.
  • 52 funds opened new Kimco Realty positions in Q3 2022 and 49 closed out, a net change of +3 holders.
  • The largest Kimco Realty buyer in Q3 2022 was Norges Bank, an estimated $86.4M added.
  • The largest Kimco Realty seller in Q3 2022 was T. Rowe Price Associates, an estimated $28.8M sold.

Based on aggregated 13F filings for Q3 2022.