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Kite Realty
KRG

136 hedge funds and large institutions have $550M invested in Kite Realty in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 66 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 32

3% more capital invested

Capital invested by funds: $534M → $550M (+$16M)

0.53% more ownership

Funds ownership: 24.22% → 24.75% (+0.53%)

3% less funds holding

Funds holding: 140 → 136 (-4)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

Holders
136
Holders Change
-4
Holders Change %
-2.86%
% of All Funds
4.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
66
Reduced
32
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$15.9M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$9.39M
3
BFA
BlackRock Fund Advisors
California
+$3.38M
4
ICOM
Investment Counselors of Maryland
Maryland
+$3.03M
5
ACM
Adelante Capital Management
California
+$2.83M

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$9.66M
2
Two Sigma Investments
Two Sigma Investments
New York
-$2.65M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.6M
4
Principal Financial Group
Principal Financial Group
Iowa
-$2.17M
5
HAMF
Hatteras Alternative Mutual Funds
North Carolina
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
51
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.34M +$371K +15,775 +39%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$1.32M +$219K +9,300 +20%
CS
53
Credit Suisse
Switzerland
$1.31M +$324K +13,781 +33%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$1.12M – – –
MAM
55
Martingale Asset Management
Massachusetts
$1.11M +$14.1K +600 +1%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$976K +$30.4K +1,294 +3%
RA
57
RMR Advisors
Massachusetts
$952K – – –
Ohio Public Employees Retirement System (OPERS)
58
Ohio Public Employees Retirement System (OPERS)
Ohio
$931K +$66.5K +2,832 +8%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$887K -$3.38K -144 -0.4%
GC
60
Guggenheim Capital
Illinois
$868K +$352K +14,995 +69%
WCM
61
Wedge Capital Management
North Carolina
$856K +$207K +8,825 +32%
Legal & General Group
62
Legal & General Group
United Kingdom
$832K +$150K +6,391 +22%
RFC
63
Russell Frank Company
Washington
$758K +$515K +21,912 +217%
UBS AM
64
UBS AM
Illinois
$744K -$63.4K -2,700 -8%
PPA
65
Parametric Portfolio Associates
Washington
$703K +$146K +6,233 +27%
TPSF
66
Texas Permanent School Fund
Texas
$589K +$17K +723 +3%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$580K +$280K +11,903 +95%
VRS
68
Virginia Retirement Systems
Virginia
$543K +$450K +19,150 +511%
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$540K +$535K +22,775 New
Swiss National Bank
70
Swiss National Bank
Switzerland
$496K -$34.1K -1,450 -6%
MLICM
71
Metropolitan Life Insurance Company (MetLife)
New York
$496K +$6.98K +297 +1%
ASRS
72
Arizona State Retirement System
Arizona
$495K +$32.9K +1,400 +7%
IPC
73
Independent Portfolio Consultants
Florida
$466K -$8.06K -343 -2%
SNC
74
Stifel Nicolaus & Co
Missouri
$428K -$5.88K -250 -1%
Goldman Sachs
75
Goldman Sachs
New York
$419K -$303K -12,880 -42%
1 2
3
4 5

KRG Hedge Fund Activity: Q3 2013 in Review

136 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q3 2013, worth a combined $550M — up 3% from $534M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of KRG and 12 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 66 added.

The largest buyer was Fidelity Investments, adding an estimated $15.9M. The largest seller was Nuveen, cutting an estimated $9.66M.

  • 136 institutional investors held Kite Realty (KRG) as of Q3 2013, down from 140 in Q2 2013.
  • Funds reported $550M of Kite Realty stock for Q3 2013, up 3% quarter-over-quarter.
  • 12 funds opened new Kite Realty positions in Q3 2013 and 16 closed out, a net change of -4 holders.
  • The largest Kite Realty buyer in Q3 2013 was Fidelity Investments, an estimated $15.9M added.
  • The largest Kite Realty seller in Q3 2013 was Nuveen, an estimated $9.66M sold.

Based on aggregated 13F filings for Q3 2013.