We are live on ! Find out more
KIM icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.16B +$158M +7,931,013 +8%
BlackRock
2
BlackRock
New York
$1.32B +$42.3M +2,125,674 +3%
State Street
3
State Street
Massachusetts
$880M -$5.13M -258,077 -0.6%
JP Morgan Chase
4
JP Morgan Chase
New York
$580M -$89.9M -4,521,473 -13%
Cohen & Steers
5
Cohen & Steers
New York
$537M -$335M -16,826,217 -38%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$403M +$57.4M +2,884,935 +16%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$329M +$15.4M +776,381 +5%
AAMU
8
APG Asset Management US
New York
$281M -$21.5M -1,080,000 -7%
CIM
9
Centersquare Investment Management
Pennsylvania
$270M +$125M +6,282,891 +77%
Capital Research Global Investors
10
Capital Research Global Investors
California
$219M -$75.9M -3,814,702 -25%
Norges Bank
11
Norges Bank
Norway
$204M +$67M +3,367,820 +48%
Canada Pension Plan Investment Board
12
Canada Pension Plan Investment Board
Ontario, Canada
$200M +$203M +10,201,050 New
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$197M +$16.7M +840,227 +9%
Invesco
14
Invesco
Georgia
$195M -$145M -7,284,866 -42%
N
15
Nuveen
North Carolina
$187M +$6.61M +332,383 +4%
Charles Schwab
16
Charles Schwab
California
$179M +$11.1M +560,421 +7%
Daiwa Securities Group
17
Daiwa Securities Group
Japan
$170M -$56.6M -2,845,414 -25%
Bank of America
18
Bank of America
North Carolina
$145M +$55.9M +2,810,997 +61%
Morgan Stanley
19
Morgan Stanley
New York
$145M -$141M -7,067,617 -49%
Legal & General Group
20
Legal & General Group
United Kingdom
$145M +$6.94M +349,016 +5%
Northern Trust
21
Northern Trust
Illinois
$140M +$11.3M +570,417 +9%
UBS AM
22
UBS AM
Illinois
$120M +$14M +704,855 +13%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$118M +$2.34M +117,638 +2%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$115M +$27.5M +1,381,490 +31%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$109M +$31.2M +1,569,258 +39%

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.