Kimco Realty
486 hedge funds and large institutions have $11.5B invested in Kimco Realty in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 165 increasing their positions, 167 reducing their positions, and 56 closing their positions.
11% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 56
0.35% less ownership
Funds ownership: 94.16% → 93.81% (-0.35%)
1% less funds holding
Funds holding: 489 → 486 (-3)
1% less repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 167
20% less capital invested
Capital invested by funds: $14.3B → $11.5B (-$2.83B)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
83% less call options, than puts
Call options by funds: $4.2M | Put options by funds: $25.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$115M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$68.4M |
| 3 |
BlackRock
New York
|
+$65.9M |
| 4 |
Morgan Stanley
New York
|
+$61.3M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$83.7M |
| 2 |
JP Morgan Chase
New York
|
-$57.2M |
| 3 |
Cohen & Steers
New York
|
-$52.2M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$45.1M |
| 5 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$34.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAG
526
Fortitude Advisory Group
Gig Harbor,
Washington
| – | -$34K | -1,371 | Closed |
|
|
AWM
527
AllSquare Wealth Management
Albany,
New York
| – | -$26K | -1,050 | Closed |
|
528
Jones Financial Companies
Des Peres,
Missouri
| – | -$20K | -818 | Closed |
|
|
T
529
TCWP
Beachwood,
Ohio
| – | -$14K | -599 | Closed |
|
|
HWMA
530
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| – | -$10K | -419 | Closed |
|
|
BFC
531
Bedel Financial Consulting
Indianapolis,
Indiana
| – | -$7K | -300 | Closed |
|
|
TFO
532
Tarbox Family Office
Newport Beach,
California
| – | -$5K | -205 | Closed |
|
|
M
533
MOTCO
San Antonio,
Texas
| – | -$3K | -102 | Closed |
|
|
SWA
534
SOA Wealth Advisors
New York
| – | -$1.42K | -62 | -83% |
|
|
FMP
535
Financial Management Professionals
Austin,
Texas
| – | -$2K | -61 | Closed |
|
|
MCC
536
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$1K | -60 | Closed |
|
|
HI
537
Harbour Investments
Madison,
Wisconsin
| – | +$322 | +14 | New |
|
|
WTC
538
WhitTier Trust Company
Reno,
Nevada
| – | +$322 | +14 | New |
|
KIM Hedge Fund Activity: Q2 2022 in Review
486 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q2 2022, worth a combined $11.5B — down 20% from $14.3B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new KIM positions and 56 closed out — a net gain of 6 holders — while 165 added to existing stakes and 167 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $115M. The largest seller was Deutsche Bank, cutting an estimated $83.7M.
- 486 institutional investors held Kimco Realty (KIM) as of Q2 2022, down from 489 in Q1 2022.
- Funds reported $11.5B of Kimco Realty stock for Q2 2022, down 20% quarter-over-quarter.
- 62 funds opened new Kimco Realty positions in Q2 2022 and 56 closed out, a net change of +6 holders.
- The largest Kimco Realty buyer in Q2 2022 was Wellington Management Group, an estimated $115M added.
- The largest Kimco Realty seller in Q2 2022 was Deutsche Bank, an estimated $83.7M sold.
Based on aggregated 13F filings for Q2 2022.