Kite Realty
188 hedge funds and large institutions have $1.55B invested in Kite Realty in 2014 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 104 increasing their positions, 19 reducing their positions, and 39 closing their positions.
447% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 19
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
94% more capital invested
Capital invested by funds: $801M → $1.55B (+$750M)
52.2% more ownership
Funds ownership: 24.77% → 76.97% (+52%)
46% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 39
11% more funds holding
Funds holding: 170 → 188 (+18)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $24K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$171M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$117M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$49M |
| 4 |
GCM
Gruss Capital Management
New York
|
+$31.7M |
| 5 |
PS
Presima Securities
Montreal,
Quebec, Canada
|
+$30.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Adelante Capital Management
Alameda,
California
|
-$17.1M |
| 2 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$10.4M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$10.4M |
| 4 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$9.82M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$6.79M |
KRG Hedge Fund Activity: Q3 2014 in Review
188 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q3 2014, worth a combined $1.55B — up 94% from $801M a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new KRG positions and 39 closed out — a net gain of 18 holders — while 104 added to existing stakes and 19 trimmed.
The largest buyer was Vanguard Group, adding an estimated $171M. The largest seller was Adelante Capital Management, exiting entirely with an estimated $17.1M sold.
- 188 institutional investors held Kite Realty (KRG) as of Q3 2014, up from 170 in Q2 2014.
- Funds reported $1.55B of Kite Realty stock for Q3 2014, up 94% quarter-over-quarter.
- 57 funds opened new Kite Realty positions in Q3 2014 and 39 closed out, a net change of +18 holders.
- The largest Kite Realty buyer in Q3 2014 was Vanguard Group, an estimated $171M added.
- The largest Kite Realty seller in Q3 2014 was Adelante Capital Management, an estimated $17.1M sold.
Based on aggregated 13F filings for Q3 2014.