Kimco Realty
521 hedge funds and large institutions have $12.8B invested in Kimco Realty in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 208 increasing their positions, 152 reducing their positions, and 50 closing their positions.
74% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 50
37% more repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 152
31% more call options, than puts
Call options by funds: $14.2M | Put options by funds: $10.8M
26% more capital invested
Capital invested by funds: $10.2B → $12.8B (+$2.62B)
6% more funds holding
Funds holding: 490 → 521 (+31)
3.49% more ownership
Funds ownership: 93.67% → 97.16% (+3.5%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$75M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$71.9M |
| 3 |
Cohen & Steers
New York
|
+$57.1M |
| 4 |
JP Morgan Chase
New York
|
+$56.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$46.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$99.9M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$95.4M |
| 3 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$54.6M |
| 4 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
-$49.2M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$37.6M |
KIM Hedge Fund Activity: Q4 2023 in Review
521 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q4 2023, worth a combined $12.8B — up 26% from $10.2B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new KIM positions and 50 closed out — a net gain of 37 holders — while 208 added to existing stakes and 152 trimmed.
The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $75M. The largest seller was Citadel Advisors, cutting an estimated $99.9M.
- 521 institutional investors held Kimco Realty (KIM) as of Q4 2023, up from 490 in Q3 2023.
- Funds reported $12.8B of Kimco Realty stock for Q4 2023, up 26% quarter-over-quarter.
- 87 funds opened new Kimco Realty positions in Q4 2023 and 50 closed out, a net change of +37 holders.
- The largest Kimco Realty buyer in Q4 2023 was Massachusetts Financial Services, an estimated $75M added.
- The largest Kimco Realty seller in Q4 2023 was Citadel Advisors, an estimated $99.9M sold.
Based on aggregated 13F filings for Q4 2023.