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Kite Realty

244 hedge funds and large institutions have $1.3B invested in Kite Realty in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 78 increasing their positions, 90 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,349% more call options, than puts

Call options by funds: $2.17M | Put options by funds: $150K

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

1% more funds holding

Funds holding: 241244 (+3)

0.1% more ownership

Funds ownership: 93.13%93.23% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $1.33B → $1.3B (-$31.9M)

13% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 90

Holders
244
Holders Change
+3
Holders Change %
+1.24%
% of All Funds
5.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
78
Reduced
90
Closed
27
Calls
$2.17M
Puts
$150K
Net Calls
+$2.02M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$9K +$1.19K +70 +15%
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$8K
QCIG
228
Quad-Cities Investment Group
Iowa
$5K -$10.9K -645 -70%
QCG
229
Quadrant Capital Group
Ohio
$5K
WAM
230
Wealthspire Advisors (Maryland)
Maryland
$5K
GAM
231
Gemmer Asset Management
California
$4K
TC
232
Truvestments Capital
Florida
$4K +$4.23K +250 New
FM
233
Forward Management
California
$2K -$863K -50,969 -100%
PA
234
Parallel Advisors
California
$2K
PFBT
235
Parkside Financial Bank & Trust
Missouri
$2K
VFA
236
Valeo Financial Advisors
Indiana
$2K
CIM
237
Centersquare Investment Management
Pennsylvania
$2K +$1.66K +98 New
PCP
238
Proficio Capital Partners
Massachusetts
$1K
S
239
SignatureFD
Georgia
$1K
FGAM
240
Financial Gravity Asset Management
Texas
$1K +$51 +3 +7%
WSTAM
241
Wilbanks Smith & Thomas Asset Management
Virginia
$1K +$1.32K +78 New
KHCM
242
Kettle Hill Capital Management
New York
-$9.34M -546,634 Closed
MWNA
243
Marshall Wace North America
New York
-$4.84M -283,468 Closed
WG
244
Winton Group
United Kingdom
-$4.29M -251,412 Closed
HI
245
HBK Investments
Texas
-$1.29M -75,278 Closed
ARTA
246
A.R.T. Advisors
New York
-$1.04M -60,658 Closed
Verition Fund Management
247
Verition Fund Management
Connecticut
-$705K -41,280 Closed
PCM
248
Price Capital Management
Louisiana
-$697K -40,827 Closed
OAM
249
Orinda Asset Management
California
-$572K -33,500 Closed
WHG
250
Westwood Holdings Group
Texas
-$517K -30,290 Closed

KRG Hedge Fund Activity: Q3 2018 in Review

244 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q3 2018, worth a combined $1.3B — down 2.4% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new KRG positions and 27 closed out — a net gain of 5 holders — while 78 added to existing stakes and 90 trimmed.

The largest buyer was Macquarie Group, adding an estimated $13.4M. The largest seller was Kettle Hill Capital Management, exiting entirely with an estimated $9.34M sold.

  • 244 institutional investors held Kite Realty (KRG) as of Q3 2018, up from 241 in Q2 2018.
  • Funds reported $1.3B of Kite Realty stock for Q3 2018, down 2.4% quarter-over-quarter.
  • 32 funds opened new Kite Realty positions in Q3 2018 and 27 closed out, a net change of +5 holders.
  • The largest Kite Realty buyer in Q3 2018 was Macquarie Group, an estimated $13.4M added.
  • The largest Kite Realty seller in Q3 2018 was Kettle Hill Capital Management, an estimated $9.34M sold.

Based on aggregated 13F filings for Q3 2018.