Kite Realty
208 hedge funds and large institutions have $1.26B invested in Kite Realty in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 76 increasing their positions, 74 reducing their positions, and 25 closing their positions.
50% more call options, than puts
Call options by funds: $343K | Put options by funds: $229K
8% more capital invested
Capital invested by funds: $1.17B → $1.26B (+$92M)
3% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 74
0.98% more ownership
Funds ownership: 91.81% → 92.79% (+0.98%)
5% less funds holding
Funds holding: 220 → 208 (-12)
48% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$16M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$8.24M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.06M |
| 4 |
Renaissance Technologies
New York
|
+$4.84M |
| 5 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$3.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$14.7M |
| 2 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$7.05M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$6.28M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$6.07M |
| 5 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$2.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SGAM
226
Smith Group Asset Management
Dallas,
Texas
| – | -$4K | -276 | Closed |
|
|
CIAS
227
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$3K | -200 | Closed |
|
|
PCP
228
Proficio Capital Partners
Newton,
Massachusetts
| – | -$2K | -103 | Closed |
|
229
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -80 | Closed |
|
230
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$1K | -72 | Closed |
|
|
PCG
231
Private Capital Group
West Hartford,
Connecticut
| – | -$1K | -48 | Closed |
|
232
Fidelity Investments
Boston,
Massachusetts
| – | +$15 | +1 | +100% |
|
|
FGAM
233
Financial Gravity Asset Management
Lakeway,
Texas
| – | +$15 | +1 | +5% |
|
KRG Hedge Fund Activity: Q3 2019 in Review
208 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q3 2019, worth a combined $1.26B — up 7.9% from $1.17B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of KRG and 13 opened new positions — a net loss of 12 holders — while 74 trimmed existing stakes and 76 added.
The largest buyer was ClearBridge Investments, adding an estimated $16M. The largest seller was Macquarie Group, cutting an estimated $14.7M.
- 208 institutional investors held Kite Realty (KRG) as of Q3 2019, down from 220 in Q2 2019.
- Funds reported $1.26B of Kite Realty stock for Q3 2019, up 7.9% quarter-over-quarter.
- 13 funds opened new Kite Realty positions in Q3 2019 and 25 closed out, a net change of -12 holders.
- The largest Kite Realty buyer in Q3 2019 was ClearBridge Investments, an estimated $16M added.
- The largest Kite Realty seller in Q3 2019 was Macquarie Group, an estimated $14.7M sold.
Based on aggregated 13F filings for Q3 2019.