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Kite Realty

195 hedge funds and large institutions have $1.58B invested in Kite Realty in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

89% more call options, than puts

Call options by funds: $532K | Put options by funds: $281K

32% more capital invested

Capital invested by funds: $1.2B → $1.58B (+$383M)

8% more funds holding

Funds holding: 180195 (+15)

2.14% more ownership

Funds ownership: 95.29%97.44% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 66

Holders
195
Holders Change
+15
Holders Change %
+8.33%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
59
Reduced
66
Closed
16
Calls
$532K
Puts
$281K
Net Calls
+$251K
Net Calls Change
+$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kennedy Capital Management
Missouri
$10.3M +$4.47M +247,199 +86%
N
27
Nuveen
North Carolina
$9.96M -$3.87M -214,282 -29%
H2CM
28
H/2 Credit Manager
Connecticut
$9.89M -$26.9M -1,488,617 -74%
UBS AM
29
UBS AM
Illinois
$9.56M +$547K +30,299 +7%
FP
30
Foundry Partners
Minnesota
$9.07M -$306K -16,950 -3%
Citigroup
31
Citigroup
New York
$8.01M -$662K -36,634 -8%
Canada Pension Plan Investment Board
32
Canada Pension Plan Investment Board
Ontario, Canada
$7.6M -$9.33M -516,600 -57%
Ameriprise
33
Ameriprise
Minnesota
$7.55M +$318K +17,621 +5%
CCM
34
CAAS Capital Management
New York
$6.81M +$6.38M +353,214 New
CIP
35
Chartwell Investment Partners
Pennsylvania
$6.74M +$95.5K +5,284 +2%
PPA
36
Parametric Portfolio Associates
Washington
$6.5M -$480K -26,569 -7%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$6.3M +$9.54K +528 +0.2%
Prudential Financial
38
Prudential Financial
New Jersey
$5.02M -$660K -36,528 -12%
Invesco
39
Invesco
Georgia
$4.59M -$139K -7,700 -3%
Morgan Stanley
40
Morgan Stanley
New York
$4.48M -$549K -30,407 -12%
New York State Teachers Retirement System (NYSTRS)
41
New York State Teachers Retirement System (NYSTRS)
New York
$4.1M -$326K -18,045 -8%
VRS
42
Virginia Retirement Systems
Virginia
$4.01M -$177K -9,800 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
43
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.97M -$8.26M -457,200 -69%
First Trust Advisors
44
First Trust Advisors
Illinois
$3.8M +$1.59M +87,754 +80%
Swiss National Bank
45
Swiss National Bank
Switzerland
$3.71M +$32.5K +1,800 +0.9%
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$3.63M +$3.4M +188,076 New
Wells Fargo
47
Wells Fargo
California
$3.6M -$1.34M -73,899 -28%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.35M -$232K -12,830 -7%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$3.28M -$524K -28,996 -15%
HF
50
HRT Financial
New York
$3.1M +$2.29M +126,980 +374%

KRG Hedge Fund Activity: Q1 2021 in Review

195 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q1 2021, worth a combined $1.58B — up 32% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new KRG positions and 16 closed out — a net gain of 16 holders — while 59 added to existing stakes and 66 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $27.2M. The largest seller was H/2 Credit Manager, cutting an estimated $26.9M.

  • 195 institutional investors held Kite Realty (KRG) as of Q1 2021, up from 180 in Q4 2020.
  • Funds reported $1.58B of Kite Realty stock for Q1 2021, up 32% quarter-over-quarter.
  • 32 funds opened new Kite Realty positions in Q1 2021 and 16 closed out, a net change of +16 holders.
  • The largest Kite Realty buyer in Q1 2021 was JP Morgan Chase, an estimated $27.2M added.
  • The largest Kite Realty seller in Q1 2021 was H/2 Credit Manager, an estimated $26.9M sold.

Based on aggregated 13F filings for Q1 2021.