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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
WT
501
Whittier Trust
California
$995 -$5.84K -278 -86%
TFM
502
TFC Financial Management
Massachusetts
$868
CCM
503
Cribstone Capital Management
Maine
$847
DSC
504
Duncker Streett & Co
Missouri
$847
FWM
505
Focused Wealth Management
New York
$761
EBA
506
Eagle Bay Advisors
New York
$741
IAA
507
Independent Advisor Alliance
North Carolina
$607 +$9K +428 +2%
HCP
508
Hexagon Capital Partners
Arkansas
$487
EE
509
EWG Elevate
California
$487 +$483 +23 New
ECM
510
Everence Capital Management
Indiana
$475
HI
511
Harbour Investments
Wisconsin
$424 +$126 +6 +43%
Twin Tree Management
512
Twin Tree Management
Texas
$402 -$2.12M -100,991 -100%
AWM
513
Avior Wealth Management
Nebraska
$338
SWA
514
SOA Wealth Advisors
New York
$290 +$21 +1 +8%
WWM
515
Wolff Wiese Magana
California
$212 -$210 -10 -50%
Adage Capital Partners
516
Adage Capital Partners
Massachusetts
-$11.6M -630,163 Closed
DZ Bank
517
DZ Bank
Germany
-$5.02M -272,914 Closed
E
518
Ergoteles
New York
-$3.54M -192,450 Closed
CCA
519
Catalyst Capital Advisors
New York
-$3.19M -173,300 Closed
FAF
520
Första AP-fonden
Sweden
-$2.35M -127,400 Closed
IG
521
ING Group
Netherlands
-$1.78M -96,935 Closed
MS
522
Maven Securities
Jersey
-$1.57M -74,917 Closed
AI
523
AdvisorShares Investments
Maryland
-$811K -44,074 Closed
AI
524
AXS Investments
New York
-$663K -36,000 Closed
PI
525
PGGM Investments
Netherlands
-$652K -35,409 Closed

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.