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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
PFC
526
Phocas Financial Corp
California
$339 -$501K -25,199 -59%
ACA
527
Atlas Capital Advisors
Wyoming
$333
CTA
528
Colonial Trust Advisors
South Carolina
$314 -$4.3K -216 -93%
GI
529
Gradient Investments
Minnesota
$294
SWA
530
SOA Wealth Advisors
New York
$285 +$20 +1 +7%
HGERS
531
Householder Group Estate & Retirement Specialist
Arizona
$235
NL
532
NVWM LLC
Pennsylvania
$196 +$199 +10 New
AP
533
Aspect Partners
Virginia
$157 +$159 +8 New
FGAM
534
Financial Gravity Asset Management
Texas
$107 +$99 +5 New
A
535
AlphaQuest
New York
$39 +$40 +2 New
DWM
536
Dogwood Wealth Management
Kansas
$1
Citadel Advisors
537
Citadel Advisors
Florida
-$104M -5,222,337 Closed
ZIG
538
Zurich Insurance Group
Switzerland
-$33.1M -1,551,014 Closed
BCAM
539
Boston Common Asset Management
Massachusetts
-$12M -562,270 Closed
GC
540
Gillson Capital
Illinois
-$8.83M -414,478 Closed
CM
541
Churchill Management
California
-$8.22M -385,590 Closed
SSA
542
Schonfeld Strategic Advisors
New York
-$7.07M -331,865 Closed
HCM
543
HGI Capital Management
New York
-$5.17M -242,395 Closed
AAIS
544
ABN AMRO Investment Solutions
-$4.46M -209,367 Closed
Nomura Holdings
545
Nomura Holdings
Japan
-$2.49M -117,027 Closed
BFM
546
Boothbay Fund Management
New York
-$1.9M -89,042 Closed
BPCE
547
Bank Pictet & Cie (Europe)
Germany
-$1.86M -87,393 Closed
JFG
548
Jefferies Financial Group
New York
-$1.52M -71,124 Closed
JAM
549
JLP Asset Management
New York
-$1.18M -55,400 Closed
BCM
550
Bayesian Capital Management
New York
-$947K -44,450 Closed

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.