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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.

New
Increased
Maintained
Reduced
Closed

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: 220208 (-12)

48% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 25

Holders
208
Holders Change
-12
Holders Change %
-5.45%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
76
Reduced
74
Closed
25
Calls
$343K
Puts
$229K
Net Calls
+$114K
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$8.94M +$1.72M +112,398 +25%
DGHMC
27
Dalton, Greiner, Hartman, Maher & Co
New York
$8.59M +$59.7K +3,893 +0.7%
JP Morgan Chase
28
JP Morgan Chase
New York
$8.58M -$84K -5,482 -1%
Ameriprise
29
Ameriprise
Minnesota
$8.44M -$1.42M -92,353 -15%
MAM
30
Martingale Asset Management
Massachusetts
$7.02M +$3.76M +245,300 +129%
FP
31
Foundry Partners
Minnesota
$5.94M +$597K +38,953 +12%
Morgan Stanley
32
Morgan Stanley
New York
$5.33M -$1.59M -103,644 -24%
CIP
33
Chartwell Investment Partners
Pennsylvania
$5.3M -$275K -17,968 -5%
IECM
34
Intrinsic Edge Capital Management
Illinois
$5.27M +$2.3M +150,000 +85%
UBS AM
35
UBS AM
Illinois
$5.24M +$663K +43,235 +15%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$4.62M +$259K +16,919 +6%
AQR Capital Management
37
AQR Capital Management
Connecticut
$4.55M +$316K +20,616 +8%
Goldman Sachs
38
Goldman Sachs
New York
$4.2M +$1.62M +105,691 +69%
Axa
39
Axa
France
$3.94M -$46K -3,000 -1%
KCM
40
Kennedy Capital Management
Missouri
$3.89M +$666K +43,468 +22%
New York State Teachers Retirement System (NYSTRS)
41
New York State Teachers Retirement System (NYSTRS)
New York
$3.88M
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.46M +$449K +29,300 +16%
UBS Group
43
UBS Group
Switzerland
$3.46M -$565K -36,867 -15%
State of New Jersey Common Pension Fund D
44
State of New Jersey Common Pension Fund D
New Jersey
$3.23M +$3.06M +200,000 New
Bessemer Group
45
Bessemer Group
New Jersey
$3.07M +$1.97M +128,804 +209%
Asset Management One
46
Asset Management One
Japan
$2.69M -$153 -10 -0%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$2.68M -$36.9K -2,409 -1%
Wells Fargo
48
Wells Fargo
California
$2.65M -$44.1K -2,878 -2%
AllianceBernstein
49
AllianceBernstein
Tennessee
$2.63M -$283K -18,440 -10%
CS
50
Credit Suisse
Switzerland
$2.56M +$23.9K +1,559 +1%

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.