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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
AWM
501
Abound Wealth Management
Tennessee
$3.9K
BGAI
502
Bruce G. Allen Investments
Colorado
$3.84K
S
503
Sachetta
Massachusetts
$3.31K
DIP
504
DT Investment Partners
Pennsylvania
$3.26K
CSC
505
Caldwell Sutter Capital
California
$3.25K
IRC
506
Investors Research Corp
Georgia
$3.06K
RCM
507
Raleigh Capital Management
North Carolina
$2.94K +$1.19K +60 +67%
CAM
508
ClariVest Asset Management
California
$2.15K +$597 +30 +38%
SIC
509
SJS Investment Consulting
Ohio
$2.06K +$2.09K +105 New
PVH
510
Psagot Value Holdings
Israel
$2K
LI
511
LRI Investments
Florida
$1.9K +$1.93K +97 New
AWM
512
Avior Wealth Management
Nebraska
$1.49K +$1.19K +60 +375%
OLVIG
513
Oliver Lagore Vanvalin Investment Group
Michigan
$1.46K
BIA
514
Bell Investment Advisors
California
$1.16K
AF
515
Advisornet Financial
Minnesota
$1.16K +$994 +50 +556%
HT
516
Headlands Technologies
Illinois
$1.12K -$24.2K -1,217 -96%
MWA
517
Miller Wealth Advisors
Colorado
$1.1K
DF
518
Dunhill Financial
United Kingdom
$1.02K +$159 +8 +18%
TFA
519
Transamerica Financial Advisors
Florida
$1K
WPA
520
West Paces Advisors
Georgia
$922
TFM
521
TFC Financial Management
Massachusetts
$883 +$80 +4 +10%
CFGS
522
Concourse Financial Group Securities
Alabama
$764 +$457 +23 +144%
CWC
523
Carolinas Wealth Consulting
North Carolina
$588 +$99 +5 +20%
HCP
524
Hexagon Capital Partners
Arkansas
$451
ECM
525
Everence Capital Management
Indiana
$440

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.