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Kimco Realty

506 hedge funds and large institutions have $11.1B invested in Kimco Realty in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 184 increasing their positions, 175 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 175

5% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 58

2% less funds holding

Funds holding: 517506 (-11)

3.47% less ownership

Funds ownership: 95.32%91.85% (-3.5%)

10% less capital invested

Capital invested by funds: $12.3B → $11.1B (-$1.2B)

76% less call options, than puts

Call options by funds: $4.93M | Put options by funds: $20.6M

Holders
506
Holders Change
-11
Holders Change %
-2.13%
% of All Funds
8.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
55
Increased
184
Reduced
175
Closed
58
Calls
$4.93M
Puts
$20.6M
Net Calls
-$15.7M
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.01B +$13.3M +648,209 +0.6%
BlackRock
2
BlackRock
New York
$1.23B +$50.7M +2,463,808 +4%
State Street
3
State Street
Massachusetts
$870M -$12.5M -607,811 -1%
Cohen & Steers
4
Cohen & Steers
New York
$639M -$14.1M -686,330 -2%
JP Morgan Chase
5
JP Morgan Chase
New York
$436M -$81.9M -3,980,129 -15%
Capital Research Global Investors
6
Capital Research Global Investors
California
$391M +$153K +7,450 +0%
RC
7
Resolution Capital
Australia
$352M -$162M -7,885,769 -30%
Invesco
8
Invesco
Georgia
$347M -$94.3M -4,581,675 -20%
AAMU
9
APG Asset Management US
New York
$281M -$4.84M -235,108 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$278M +$5.28M +256,343 +2%
Norges Bank
11
Norges Bank
Norway
$228M +$8.23M +400,026 +4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$221M +$13.9M +674,244 +6%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$175M +$5.21M +253,079 +3%
N
14
Nuveen
North Carolina
$170M +$798K +38,761 +0.4%
Northern Trust
15
Northern Trust
Illinois
$167M +$1.46M +70,971 +0.8%
Daiwa Securities Group
16
Daiwa Securities Group
Japan
$164M -$34.4M -1,673,239 -17%
Charles Schwab
17
Charles Schwab
California
$153M +$890K +43,232 +0.6%
Legal & General Group
18
Legal & General Group
United Kingdom
$141M +$7.13M +346,673 +5%
Citadel Advisors
19
Citadel Advisors
Florida
$123M +$94M +4,569,341 +263%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$118M -$2.99M -145,325 -2%
Deutsche Bank
21
Deutsche Bank
Germany
$113M -$21.3M -1,037,385 -15%
Morgan Stanley
22
Morgan Stanley
New York
$98.8M -$11.6M -562,214 -10%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$91.9M -$8.53M -414,536 -8%
UBS AM
24
UBS AM
Illinois
$91M +$821K +39,881 +0.9%
HRES
25
Heitman Real Estate Securities
Illinois
$87.5M +$92.1M +4,477,753 New

KIM Hedge Fund Activity: Q1 2023 in Review

506 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q1 2023, worth a combined $11.1B — down 9.8% from $12.3B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of KIM and 55 opened new positions — a net loss of 3 holders — while 175 trimmed existing stakes and 184 added.

The largest buyer was Citadel Advisors, adding an estimated $94M. The largest seller was Wellington Management Group, cutting an estimated $177M.

  • 506 institutional investors held Kimco Realty (KIM) as of Q1 2023, down from 517 in Q4 2022.
  • Funds reported $11.1B of Kimco Realty stock for Q1 2023, down 9.8% quarter-over-quarter.
  • 55 funds opened new Kimco Realty positions in Q1 2023 and 58 closed out, a net change of -3 holders.
  • The largest Kimco Realty buyer in Q1 2023 was Citadel Advisors, an estimated $94M added.
  • The largest Kimco Realty seller in Q1 2023 was Wellington Management Group, an estimated $177M sold.

Based on aggregated 13F filings for Q1 2023.