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Kite Realty
KRG

161 hedge funds and large institutions have $765M invested in Kite Realty in 2014 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

28% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 50

9% more funds holding

Funds holding: 148 → 161 (+13)

1.3% less ownership

Funds ownership: 25.68% → 24.37% (-1.3%)

10% less capital invested

Capital invested by funds: $848M → $765M (-$83.1M)

Holders
161
Holders Change
+13
Holders Change %
+8.78%
% of All Funds
4.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
64
Reduced
50
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$8.61M
2
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$6.61M
3
O
OppenheimerFunds
New York
+$5.79M
4
MNA
Manning & Napier Advisors
New York
+$4.34M
5
Millennium Management
Millennium Management
New York
+$4.33M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.4M
2
AAMU
APG Asset Management US
New York
-$13.9M
3
UOC
UBS O'Connor
Illinois
-$12.1M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$9.42M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$5.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$1.69M -$28.3K -1,138 -2%
NFA
52
Nationwide Fund Advisors
Ohio
$1.66M -$26K -1,044 -1%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$1.63M +$268K +10,775 +19%
CS
54
Credit Suisse
Switzerland
$1.6M -$103K -4,153 -6%
Public Sector Pension Investment Board (PSP Investments)
55
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.58M -$336K -13,500 -17%
ClearBridge Investments
56
ClearBridge Investments
New York
$1.58M – – –
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$1.43M +$5.6K +225 +0.4%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$1.39M +$52.3K +2,100 +4%
Goldman Sachs
59
Goldman Sachs
New York
$1.34M -$965K -38,765 -41%
PPA
60
Parametric Portfolio Associates
Washington
$1.3M +$83.5K +3,353 +7%
Ohio Public Employees Retirement System (OPERS)
61
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.28M -$92.6K -3,719 -7%
TC
62
TFS Capital
Pennsylvania
$1.24M +$1.29M +51,706 New
Arrowstreet Capital
63
Arrowstreet Capital
Massachusetts
$1.19M +$1.23M +49,546 New
Legal & General Group
64
Legal & General Group
United Kingdom
$1.19M – – –
Two Sigma Investments
65
Two Sigma Investments
New York
$1.14M +$925K +37,139 +354%
QI
66
QS Investors
New York
$1.1M +$1.15M +46,034 New
FM
67
Forward Management
California
$1.06M +$332K +13,350 +43%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$1.03M +$23K +923 +2%
RA
69
RMR Advisors
Massachusetts
$963K – – –
UBS AM
70
UBS AM
Illinois
$937K +$10.7K +428 +1%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$851K +$33.2K +1,334 +4%
Swiss National Bank
72
Swiss National Bank
Switzerland
$833K +$192K +7,700 +29%
ProShare Advisors
73
ProShare Advisors
Maryland
$810K +$769K +30,876 +1,078%
TPSF
74
Texas Permanent School Fund
Texas
$793K -$33.3K -1,339 -4%
MLICM
75
Metropolitan Life Insurance Company (MetLife)
New York
$776K -$8.52K -342 -1%
1 2
3
4 5

KRG Hedge Fund Activity: Q1 2014 in Review

161 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q1 2014, worth a combined $765M — down 9.8% from $848M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new KRG positions and 11 closed out — a net gain of 15 holders — while 64 added to existing stakes and 50 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $8.61M. The largest seller was Fidelity Investments, cutting an estimated $27.4M.

  • 161 institutional investors held Kite Realty (KRG) as of Q1 2014, up from 148 in Q4 2013.
  • Funds reported $765M of Kite Realty stock for Q1 2014, down 9.8% quarter-over-quarter.
  • 26 funds opened new Kite Realty positions in Q1 2014 and 11 closed out, a net change of +15 holders.
  • The largest Kite Realty buyer in Q1 2014 was Deutsche Bank, an estimated $8.61M added.
  • The largest Kite Realty seller in Q1 2014 was Fidelity Investments, an estimated $27.4M sold.

Based on aggregated 13F filings for Q1 2014.