Kite Realty
215 hedge funds and large institutions have $1.96B invested in Kite Realty in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 94 increasing their positions, 68 reducing their positions, and 16 closing their positions.
75% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 16
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
38% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 68
8% more capital invested
Capital invested by funds: $1.82B → $1.96B (+$149M)
5% more funds holding
Funds holding: 204 → 215 (+11)
0.33% more ownership
Funds ownership: 92.49% → 92.83% (+0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$20.1M |
| 2 |
EIP
Epoch Investment Partners
New York
|
+$18.3M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$9.47M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.73M |
| 5 |
Morgan Stanley
New York
|
+$5.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
APG Asset Management US
New York
|
-$27.1M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$17.6M |
| 3 |
FM
Forward Management
San Francisco,
California
|
-$11.8M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$6.7M |
| 5 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$3.71M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
SG Americas Securities
New York
| – | -$165K | -6,918 | Closed |
|
227
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$89K | -3,725 | Closed |
|
|
HR
228
Howe & Rusling
Rochester,
New York
| – | -$15K | -640 | Closed |
|
|
W
229
Wealthfront
Palo Alto,
California
| – | -$11K | -479 | Closed |
|
|
NSIM
230
North Star Investment Management
Chicago,
Illinois
| – | -$8K | -335 | Closed |
|
|
SIM
231
Sonora Investment Management
Tucson,
Arizona
| – | -$3K | -112 | Closed |
|
KRG Hedge Fund Activity: Q4 2015 in Review
215 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q4 2015, worth a combined $1.96B — up 8.2% from $1.82B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new KRG positions and 16 closed out — a net gain of 12 holders — while 94 added to existing stakes and 68 trimmed.
The largest buyer was Nuveen, adding an estimated $20.1M. The largest seller was APG Asset Management US, cutting an estimated $27.1M.
- 215 institutional investors held Kite Realty (KRG) as of Q4 2015, up from 204 in Q3 2015.
- Funds reported $1.96B of Kite Realty stock for Q4 2015, up 8.2% quarter-over-quarter.
- 28 funds opened new Kite Realty positions in Q4 2015 and 16 closed out, a net change of +12 holders.
- The largest Kite Realty buyer in Q4 2015 was Nuveen, an estimated $20.1M added.
- The largest Kite Realty seller in Q4 2015 was APG Asset Management US, an estimated $27.1M sold.
Based on aggregated 13F filings for Q4 2015.