We are live on ! Find out more
KRG icon

Kite Realty
KRG

147 hedge funds and large institutions have $848M invested in Kite Realty in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 93 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 21

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

54% more capital invested

Capital invested by funds: $550M → $848M (+$298M)

8% more funds holding

Funds holding: 136 → 147 (+11)

0.93% more ownership

Funds ownership: 24.75% → 25.68% (+0.93%)

Holders
147
Holders Change
+11
Holders Change %
+8.09%
% of All Funds
4.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
93
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$42.4M
2
SCRM
Security Capital Research & Management
Illinois
+$26.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$26.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$20.4M
5
BFA
BlackRock Fund Advisors
California
+$15M

Top Sellers

Rank Fund Capital Flow
1
TC
TFS Capital
Pennsylvania
-$3.74M
2
JHIU
Janus Henderson Investors US
Colorado
-$3.33M
3
SAM
Securian Asset Management
Minnesota
-$1.8M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.7M
5
SFM
Systematic Financial Management
New Jersey
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
26
Barclays
United Kingdom
$5.52M +$3.32M +130,578 +131%
BG
27
BlackRock Group
United Kingdom
$5.46M +$1.72M +67,671 +48%
GG
28
Gofen & Glossberg
Illinois
$5.27M -$190K -7,450 -4%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$5.08M +$1.78M +69,985 +57%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$5.08M +$4.92M +193,288 New
Macquarie Group
31
Macquarie Group
Australia
$4.39M +$615K +24,174 +17%
SAM
32
Securian Asset Management
Minnesota
$4.38M -$1.8M -70,700 -30%
DCM
33
Driehaus Capital Management
Illinois
$4.04M +$2.46M +96,701 +170%
TCIM
34
TIAA CREF Investment Management
New York
$3.93M +$1.02M +40,137 +37%
Invesco
35
Invesco
Georgia
$3.45M +$160K +6,280 +5%
CCM
36
Chilton Capital Management
Texas
$3.39M +$446K +17,504 +16%
BIM
37
BlackRock Investment Management
Delaware
$3.34M +$898K +35,273 +38%
Charles Schwab
38
Charles Schwab
California
$3.32M +$972K +38,160 +43%
TA
39
Teachers Advisors
New York
$3.23M +$789K +30,990 +34%
PAM
40
Panagora Asset Management
Massachusetts
$3.21M -$210K -8,239 -6%
Bank of America
41
Bank of America
North Carolina
$2.81M +$119K +4,663 +5%
Asset Management One
42
Asset Management One
Japan
$2.76M +$547K +21,492 +26%
Goldman Sachs
43
Goldman Sachs
New York
$2.48M +$1.96M +76,890 +436%
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$2.2M +$177K +6,953 +9%
SO
45
STRS Ohio
Ohio
$2.17M -$22.9K -899 -1%
MSA
46
Mason Street Advisors
Wisconsin
$2.13M +$1.97M +77,499 +2,248%
TIAAOA
47
Teachers Insurance & Annuity Association of America
New York
$2.11M +$503K +19,750 +33%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.09M +$589K +23,125 +41%
Comerica Bank
49
Comerica Bank
Texas
$1.88M +$321K +12,596 +21%
CS
50
Credit Suisse
Switzerland
$1.86M +$394K +15,485 +28%
1
2
3 4 5

KRG Hedge Fund Activity: Q4 2013 in Review

147 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q4 2013, worth a combined $848M — up 54% from $550M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new KRG positions and 7 closed out — a net gain of 12 holders — while 93 added to existing stakes and 21 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $42.4M. The largest seller was TFS Capital, exiting entirely with an estimated $3.74M sold.

  • 147 institutional investors held Kite Realty (KRG) as of Q4 2013, up from 136 in Q3 2013.
  • Funds reported $848M of Kite Realty stock for Q4 2013, up 54% quarter-over-quarter.
  • 19 funds opened new Kite Realty positions in Q4 2013 and 7 closed out, a net change of +12 holders.
  • The largest Kite Realty buyer in Q4 2013 was Deutsche Bank, an estimated $42.4M added.
  • The largest Kite Realty seller in Q4 2013 was TFS Capital, an estimated $3.74M sold.

Based on aggregated 13F filings for Q4 2013.