Kite Realty
238 hedge funds and large institutions have $1.56B invested in Kite Realty in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 95 increasing their positions, 76 reducing their positions, and 19 closing their positions.
108% more call options, than puts
Call options by funds: $2.34M | Put options by funds: $1.13M
63% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 19
25% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 76
4% more funds holding
Funds holding: 228 → 238 (+10)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.45% less ownership
Funds ownership: 95.83% → 95.38% (-0.45%)
4% less capital invested
Capital invested by funds: $1.62B → $1.56B (-$59.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$28.3M |
| 2 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$19.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$12.6M |
| 4 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$11M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$48.8M |
| 2 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
-$28.5M |
| 3 |
Millennium Management
New York
|
-$18.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$17.7M |
| 5 |
FM
Forward Management
San Francisco,
California
|
-$13.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Neuberger Berman Group
New York
| – | -$204K | -10,061 | Closed |
|
|
BBHC
252
Brown Brothers Harriman & Co
New York
| – | -$38K | -1,875 | Closed |
|
253
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$26K | -1,274 | Closed |
|
|
PCM
254
Penserra Capital Management
Orinda,
California
| – | -$21K | -1,068 | Closed |
|
|
SFSIG
255
San Francisco Sentry Investment Group
San Francisco,
California
| – | -$20K | -1,000 | Closed |
|
|
BFEC
256
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$7K | -350 | Closed |
|
257
Simplex Trading
Chicago,
Illinois
| – | -$4.14K | -213 | Closed |
|
|
PWM
258
Paulson Wealth Management
Wheaton,
Illinois
| – | +$428 | +22 | New |
|
KRG Hedge Fund Activity: Q4 2017 in Review
238 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q4 2017, worth a combined $1.56B — down 3.7% from $1.62B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new KRG positions and 19 closed out — a net gain of 12 holders — while 95 added to existing stakes and 76 trimmed.
The largest buyer was BlackRock, adding an estimated $28.3M. The largest seller was Principal Financial Group, cutting an estimated $48.8M.
- 238 institutional investors held Kite Realty (KRG) as of Q4 2017, up from 228 in Q3 2017.
- Funds reported $1.56B of Kite Realty stock for Q4 2017, down 3.7% quarter-over-quarter.
- 31 funds opened new Kite Realty positions in Q4 2017 and 19 closed out, a net change of +12 holders.
- The largest Kite Realty buyer in Q4 2017 was BlackRock, an estimated $28.3M added.
- The largest Kite Realty seller in Q4 2017 was Principal Financial Group, an estimated $48.8M sold.
Based on aggregated 13F filings for Q4 2017.