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Kite Realty

339 hedge funds and large institutions have $4.32B invested in Kite Realty in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 119 increasing their positions, 130 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $1.07M

8% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 130

1.06% less ownership

Funds ownership: 91.89%90.83% (-1.1%)

2% less funds holding

Funds holding: 346339 (-7)

6% less capital invested

Capital invested by funds: $4.61B → $4.32B (-$287M)

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
339
Holders Change
-7
Holders Change %
-2.02%
% of All Funds
4.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
119
Reduced
130
Closed
39
Calls
$2.27M
Puts
$1.07M
Net Calls
+$1.21M
Net Calls Change
+$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$34.6M -$5.45M -253,260 -14%
ECM
27
ExodusPoint Capital Management
New York
$31.3M +$27.1M +1,260,443 +690%
Goldman Sachs
28
Goldman Sachs
New York
$30.5M -$5.57M -259,018 -16%
UBS AM
29
UBS AM
Illinois
$27.3M -$208K -9,648 -0.8%
BC
30
Brookfield Corp
Ontario, Canada
$24.2M -$17.4M -808,340 -42%
KCM
31
Kennedy Capital Management
Missouri
$22.5M -$1.55M -72,139 -6%
SO
32
STRS Ohio
Ohio
$21.8M -$18.6M -862,420 -46%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$21.2M +$20.3M +942,219 +2,721%
Principal Financial Group
34
Principal Financial Group
Iowa
$20.6M +$2.79M +129,510 +16%
LSV Asset Management
35
LSV Asset Management
Illinois
$20.1M +$172K +8,000 +0.9%
Barclays
36
Barclays
United Kingdom
$19.7M -$795K -36,969 -4%
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$18.2M -$3.84M -178,470 -18%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$17.7M +$91.4K +4,250 +0.5%
ClearBridge Investments
39
ClearBridge Investments
New York
$17.7M +$393K +18,280 +2%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$14.8M +$317K +14,756 +2%
Point72 Asset Management
41
Point72 Asset Management
Connecticut
$14.4M +$13.9M +646,993 +3,370%
FWIA
42
Fort Washington Investment Advisors
Ohio
$14.1M +$2.45M +113,970 +21%
Alyeska Investment Group
43
Alyeska Investment Group
Illinois
$13.3M +$13.2M +611,432 New
Verition Fund Management
44
Verition Fund Management
Connecticut
$12.7M -$2.58M -119,875 -17%
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$11.6M -$549K -25,508 -5%
AllianceBernstein
46
AllianceBernstein
Tennessee
$11.4M -$19.6M -908,942 -63%
SFM
47
Systematic Financial Management
New Jersey
$11.1M +$11.1M +513,778 New
Invesco
48
Invesco
Georgia
$11M -$1.08M -50,417 -9%
ZCM
49
Ziegler Capital Management
Illinois
$10.7M +$6.36M +295,447 +151%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$9.88M -$16.6K -773 -0.2%

KRG Hedge Fund Activity: Q1 2024 in Review

339 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q1 2024, worth a combined $4.32B — down 6.2% from $4.61B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of KRG and 34 opened new positions — a net loss of 5 holders — while 130 trimmed existing stakes and 119 added.

The largest buyer was Prudential Financial, adding an estimated $62.5M. The largest seller was Deutsche Bank, cutting an estimated $101M.

  • 339 institutional investors held Kite Realty (KRG) as of Q1 2024, down from 346 in Q4 2023.
  • Funds reported $4.32B of Kite Realty stock for Q1 2024, down 6.2% quarter-over-quarter.
  • 34 funds opened new Kite Realty positions in Q1 2024 and 39 closed out, a net change of -5 holders.
  • The largest Kite Realty buyer in Q1 2024 was Prudential Financial, an estimated $62.5M added.
  • The largest Kite Realty seller in Q1 2024 was Deutsche Bank, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2024.