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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.16B +$16.6M +787,983 +0.8%
BlackRock
2
BlackRock
New York
$1.29B +$13.3M +630,635 +1%
State Street
3
State Street
Massachusetts
$956M +$7.41M +352,345 +0.8%
Cohen & Steers
4
Cohen & Steers
New York
$708M -$136M -6,486,601 -16%
JP Morgan Chase
5
JP Morgan Chase
New York
$557M -$12.8M -608,084 -2%
RC
6
Resolution Capital
Australia
$549M +$23.8M +1,133,241 +5%
Invesco
7
Invesco
Georgia
$474M -$10.5M -499,148 -2%
Capital Research Global Investors
8
Capital Research Global Investors
California
$424M +$64.1M +3,050,702 +18%
AAMU
9
APG Asset Management US
New York
$310M -$11.2M -533,085 -4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$296M +$8.66M +411,759 +3%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$240M +$61.6M +2,932,259 +35%
Norges Bank
12
Norges Bank
Norway
$239M +$28.9M +1,376,525 +14%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$225M -$781K -37,146 -0.3%
Daiwa Securities Group
14
Daiwa Securities Group
Japan
$214M -$30.4M -1,445,605 -13%
N
15
Nuveen
North Carolina
$183M -$27.4M -1,304,250 -13%
Northern Trust
16
Northern Trust
Illinois
$179M -$1.5M -71,463 -0.8%
Charles Schwab
17
Charles Schwab
California
$166M +$7.07M +336,358 +4%
Legal & General Group
18
Legal & General Group
United Kingdom
$145M -$3.66M -174,241 -2%
Deutsche Bank
19
Deutsche Bank
Germany
$145M -$18.6M -884,245 -11%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$131M +$4.33M +206,081 +3%
Morgan Stanley
21
Morgan Stanley
New York
$119M +$6.62M +314,712 +6%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$109M -$5.63M -267,799 -5%
UBS AM
23
UBS AM
Illinois
$97.9M +$3.81M +181,031 +4%
SEI Investments
24
SEI Investments
Pennsylvania
$83.9M +$11.1M +528,332 +15%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$79M -$1.59M -75,584 -2%

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.