Kite Realty
241 hedge funds and large institutions have $1.33B invested in Kite Realty in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 74 reducing their positions, and 19 closing their positions.
204% more call options, than puts
Call options by funds: $1.2M | Put options by funds: $396K
74% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 19
14% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 74
10% more capital invested
Capital invested by funds: $1.21B → $1.33B (+$118M)
5% more funds holding
Funds holding: 229 → 241 (+12)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.12% less ownership
Funds ownership: 95.24% → 93.13% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$12.4M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$8.66M |
| 3 |
Millennium Management
New York
|
+$8.35M |
| 4 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
+$5.8M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$4.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
-$33.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$19.7M |
| 4 |
Man Group
London,
United Kingdom
|
-$12.1M |
| 5 |
REMS
Real Estate Management Services
|
-$10.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OAM
251
Oppenheimer Asset Management
New York
| – | -$182K | -11,954 | Closed |
|
252
Janus Henderson Group
London,
United Kingdom
| – | -$166K | -10,884 | Closed |
|
|
MC
253
Miles Capital
West Des Moines,
Iowa
| – | -$161K | -10,591 | Closed |
|
|
LFAS
254
Level Four Advisory Services
Dallas,
Texas
| – | -$155K | -10,159 | Closed |
|
|
IOOF
255
Independent Order of Foresters
Toronto,
Ontario, Canada
| – | -$139K | -9,159 | Closed |
|
|
SWP
256
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$107K | -7,036 | Closed |
|
|
APP
257
Avantax Planning Partners
Dubuque,
Iowa
| – | -$65K | -4,267 | Closed |
|
|
GT
258
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$3K | -203 | Closed |
|
|
TWA
259
TCI Wealth Advisors
Tucson,
Arizona
| – | -$2K | -123 | Closed |
|
KRG Hedge Fund Activity: Q2 2018 in Review
241 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q2 2018, worth a combined $1.33B — up 9.7% from $1.21B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new KRG positions and 19 closed out — a net gain of 14 holders — while 84 added to existing stakes and 74 trimmed.
The largest buyer was BlackRock, adding an estimated $12.4M. The largest seller was Security Capital Research & Management, exiting entirely with an estimated $33.9M sold.
- 241 institutional investors held Kite Realty (KRG) as of Q2 2018, up from 229 in Q1 2018.
- Funds reported $1.33B of Kite Realty stock for Q2 2018, up 9.7% quarter-over-quarter.
- 33 funds opened new Kite Realty positions in Q2 2018 and 19 closed out, a net change of +14 holders.
- The largest Kite Realty buyer in Q2 2018 was BlackRock, an estimated $12.4M added.
- The largest Kite Realty seller in Q2 2018 was Security Capital Research & Management, an estimated $33.9M sold.
Based on aggregated 13F filings for Q2 2018.