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Kite Realty
KRG

147 hedge funds and large institutions have $848M invested in Kite Realty in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 93 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 21

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

54% more capital invested

Capital invested by funds: $550M → $848M (+$298M)

8% more funds holding

Funds holding: 136 → 147 (+11)

0.93% more ownership

Funds ownership: 24.75% → 25.68% (+0.93%)

Holders
147
Holders Change
+11
Holders Change %
+8.09%
% of All Funds
4.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
93
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$42.4M
2
SCRM
Security Capital Research & Management
Illinois
+$26.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$26.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$20.4M
5
BFA
BlackRock Fund Advisors
California
+$15M

Top Sellers

Rank Fund Capital Flow
1
TC
TFS Capital
Pennsylvania
-$3.74M
2
JHIU
Janus Henderson Investors US
Colorado
-$3.33M
3
SAM
Securian Asset Management
Minnesota
-$1.8M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.7M
5
SFM
Systematic Financial Management
New Jersey
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
51
Nationwide Fund Advisors
Ohio
$1.84M +$174K +6,839 +11%
DGHMC
52
Dalton, Greiner, Hartman, Maher & Co
New York
$1.84M -$13.6K -533 -0.8%
ClearBridge Investments
53
ClearBridge Investments
New York
$1.73M – – –
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$1.55M +$458K +18,000 +44%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$1.5M +$32K +1,256 +2%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$1.5M +$256K +10,050 +21%
Ohio Public Employees Retirement System (OPERS)
57
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.5M +$452K +17,770 +45%
PPA
58
Parametric Portfolio Associates
Washington
$1.33M +$538K +21,127 +71%
Legal & General Group
59
Legal & General Group
United Kingdom
$1.3M +$366K +14,375 +41%
Millennium Management
60
Millennium Management
New York
$1.17M +$1.13M +44,522 New
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$1.11M +$122K +4,787 +13%
RA
62
RMR Advisors
Massachusetts
$1.05M – – –
UBS AM
63
UBS AM
Illinois
$1.01M +$185K +7,250 +23%
WCM
64
Wedge Capital Management
North Carolina
$970K +$21K +825 +2%
State of Tennessee, Department of Treasury
65
State of Tennessee, Department of Treasury
Tennessee
$915K +$306K +12,025 +53%
TPSF
66
Texas Permanent School Fund
Texas
$903K +$243K +9,541 +38%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$897K +$247K +9,685 +40%
MLICM
68
Metropolitan Life Insurance Company (MetLife)
New York
$859K +$300K +11,795 +56%
FM
69
Forward Management
California
$814K +$788K +30,944 New
GC
70
Guggenheim Capital
Illinois
$794K -$163K -6,395 -17%
RFC
71
Russell Frank Company
Washington
$743K -$87.8K -3,450 -11%
Swiss National Bank
72
Swiss National Bank
Switzerland
$710K +$155K +6,075 +29%
ASRS
73
Arizona State Retirement System
Arizona
$683K +$130K +5,100 +24%
AIG
74
American International Group
New York
$653K +$191K +7,492 +43%
BlackRock
75
BlackRock
New York
$606K +$221K +8,676 +60%
1 2
3
4 5

KRG Hedge Fund Activity: Q4 2013 in Review

147 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q4 2013, worth a combined $848M — up 54% from $550M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new KRG positions and 7 closed out — a net gain of 12 holders — while 93 added to existing stakes and 21 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $42.4M. The largest seller was TFS Capital, exiting entirely with an estimated $3.74M sold.

  • 147 institutional investors held Kite Realty (KRG) as of Q4 2013, up from 136 in Q3 2013.
  • Funds reported $848M of Kite Realty stock for Q4 2013, up 54% quarter-over-quarter.
  • 19 funds opened new Kite Realty positions in Q4 2013 and 7 closed out, a net change of +12 holders.
  • The largest Kite Realty buyer in Q4 2013 was Deutsche Bank, an estimated $42.4M added.
  • The largest Kite Realty seller in Q4 2013 was TFS Capital, an estimated $3.74M sold.

Based on aggregated 13F filings for Q4 2013.