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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
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$7.23M -$49.5K -2,489 -0.7%
OKSA
127
O'Keefe Stevens Advisory
New York
$7.14M +$92.2K +4,637 +1%
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$6.95M -$12.5M -628,902 -64%
GWI
129
Grace & White Inc
New York
$6.83M +$131K +6,600 +2%
Mitsubishi UFJ Trust & Banking
130
Mitsubishi UFJ Trust & Banking
Japan
$6.74M +$223K +11,216 +3%
Wells Fargo
131
Wells Fargo
California
$6.23M -$351K -17,666 -5%
DB
132
Danske Bank
Denmark
$6.19M +$6.28M +315,693 New
Natixis Advisors
133
Natixis Advisors
Massachusetts
$6.07M +$1.95M +98,153 +46%
Treasurer of the State of North Carolina
134
Treasurer of the State of North Carolina
North Carolina
$5.91M +$45.3K +2,280 +0.8%
Envestnet Asset Management
135
Envestnet Asset Management
Illinois
$5.89M -$2.11M -105,844 -26%
PHAM
136
Pacific Heights Asset Management
California
$5.88M
H2CM
137
H/2 Credit Manager
Connecticut
$5.88M +$5.97M +300,000 New
Alyeska Investment Group
138
Alyeska Investment Group
Illinois
$5.87M +$5.95M +299,113 New
Royal London Asset Management
139
Royal London Asset Management
United Kingdom
$5.69M +$215K +10,802 +4%
SBWIC
140
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.55M -$1.4M -70,639 -20%
TI
141
tru Independence
Oregon
$5.5M -$107K -5,387 -2%
VanEck Associates
142
VanEck Associates
New York
$5.47M +$555K +27,905 +11%
GIM
143
Generate Investment Management
New Zealand
$5.3M +$5.38M +270,242 New
COPPSERS
144
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.15M +$136K +6,860 +3%
VAM
145
Vert Asset Management
California
$5.11M +$398K +20,027 +8%
AIIMS
146
Analyst IMS Investment Management Services
Israel
$5.08M +$1.82M +91,670 +55%
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$4.93M +$3.54M +178,101 +243%
Ensign Peak Advisors
148
Ensign Peak Advisors
Utah
$4.8M -$858K -43,137 -15%
UM
149
UniSuper Management
Australia
$4.77M +$1.23M +61,874 +34%
TD Asset Management
150
TD Asset Management
Ontario, Canada
$4.33M +$343K +17,244 +8%

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.