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Kimco Realty

496 hedge funds and large institutions have $11.3B invested in Kimco Realty in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 164 increasing their positions, 186 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $11.1B → $11.3B (+$207M)

0.58% more ownership

Funds ownership: 91.85%92.44% (+0.58%)

6% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 51

2% less funds holding

Funds holding: 506496 (-10)

12% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 186

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

77% less call options, than puts

Call options by funds: $5.12M | Put options by funds: $22.3M

Holders
496
Holders Change
-10
Holders Change %
-1.98%
% of All Funds
7.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
48
Increased
164
Reduced
186
Closed
51
Calls
$5.12M
Puts
$22.3M
Net Calls
-$17.2M
Net Calls Change
-$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.99B -$30.3M -1,608,622 -2%
BlackRock
2
BlackRock
New York
$1.2B -$41.9M -2,222,184 -4%
Cohen & Steers
3
Cohen & Steers
New York
$897M +$240M +12,742,963 +39%
State Street
4
State Street
Massachusetts
$869M -$9.21M -488,851 -1%
JP Morgan Chase
5
JP Morgan Chase
New York
$497M +$54.8M +2,909,691 +13%
Capital Research Global Investors
6
Capital Research Global Investors
California
$395M +$162K +8,577 +0%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$287M +$5.98M +317,154 +2%
AAMU
8
APG Asset Management US
New York
$284M -$15.3K -814 -0%
Invesco
9
Invesco
Georgia
$278M -$70M -3,715,335 -21%
Daiwa Securities Group
10
Daiwa Securities Group
Japan
$266M +$95.3M +5,055,952 +60%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$233M +$9.61M +509,912 +5%
Norges Bank
12
Norges Bank
Norway
$231M +$800K +42,478 +0.4%
N
13
Nuveen
North Carolina
$184M +$12.1M +644,449 +7%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$179M +$2.15M +114,303 +1%
RC
15
Resolution Capital
Australia
$177M -$171M -9,056,295 -50%
Northern Trust
16
Northern Trust
Illinois
$166M -$2.04M -108,447 -1%
Charles Schwab
17
Charles Schwab
California
$156M +$513K +27,220 +0.3%
Deutsche Bank
18
Deutsche Bank
Germany
$144M +$28.6M +1,517,381 +26%
Legal & General Group
19
Legal & General Group
United Kingdom
$142M -$17.4K -925 -0%
Citadel Advisors
20
Citadel Advisors
Florida
$121M -$3.57M -189,407 -3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$117M -$2.9M -153,806 -3%
CIM
22
Centersquare Investment Management
Pennsylvania
$107M +$68.7M +3,645,285 +207%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$104M +$10.6M +561,291 +12%
Morgan Stanley
24
Morgan Stanley
New York
$96.4M -$3.25M -172,587 -3%
UBS AM
25
UBS AM
Illinois
$91M

KIM Hedge Fund Activity: Q2 2023 in Review

496 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q2 2023, worth a combined $11.3B — up 1.9% from $11.1B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of KIM and 48 opened new positions — a net loss of 3 holders — while 186 trimmed existing stakes and 164 added.

The largest buyer was Cohen & Steers, adding an estimated $240M. The largest seller was Resolution Capital, cutting an estimated $171M.

  • 496 institutional investors held Kimco Realty (KIM) as of Q2 2023, down from 506 in Q1 2023.
  • Funds reported $11.3B of Kimco Realty stock for Q2 2023, up 1.9% quarter-over-quarter.
  • 48 funds opened new Kimco Realty positions in Q2 2023 and 51 closed out, a net change of -3 holders.
  • The largest Kimco Realty buyer in Q2 2023 was Cohen & Steers, an estimated $240M added.
  • The largest Kimco Realty seller in Q2 2023 was Resolution Capital, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2023.