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Kite Realty

215 hedge funds and large institutions have $1.96B invested in Kite Realty in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 94 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 68

8% more capital invested

Capital invested by funds: $1.82B → $1.96B (+$149M)

5% more funds holding

Funds holding: 204215 (+11)

0.33% more ownership

Funds ownership: 92.49%92.83% (+0.33%)

Holders
215
Holders Change
+11
Holders Change %
+5.39%
% of All Funds
5.64%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
28
Increased
94
Reduced
68
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
51
Millennium Management
New York
$5.56M -$3.5M -134,997 -39%
Prudential Financial
52
Prudential Financial
New Jersey
$5.04M -$205K -7,900 -4%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$4.88M -$552K -21,269 -10%
State of New Jersey Common Pension Fund D
54
State of New Jersey Common Pension Fund D
New Jersey
$4.76M +$259K +10,000 +6%
MNA
55
Manning & Napier Advisors
New York
$4.61M -$49.2K -1,895 -1%
Invesco
56
Invesco
Georgia
$4.6M -$2.46M -94,663 -35%
NFA
57
Nationwide Fund Advisors
Ohio
$4.48M +$1.63M +62,829 +57%
UBS AM
58
UBS AM
Illinois
$4.43M +$397K +15,296 +10%
SO
59
STRS Ohio
Ohio
$4.07M +$22.5K +869 +0.6%
DLG
60
Daniel L. Goodwin
$4.05M +$512K +19,737 +14%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$4.02M +$63.5K +2,449 +2%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$4.01M
Legal & General Group
63
Legal & General Group
United Kingdom
$3.93M +$29K +1,118 +0.7%
ClearBridge Investments
64
ClearBridge Investments
New York
$3.76M +$1.28M +49,151 +51%
FM
65
Forward Management
California
$3.72M -$11.8M -456,400 -76%
Comerica Bank
66
Comerica Bank
Texas
$3.43M +$14K +541 +0.4%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$3.39M +$198K +7,640 +6%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$3.38M -$697K -26,854 -17%
TA
69
Teachers Advisors
New York
$3.15M
Swiss National Bank
70
Swiss National Bank
Switzerland
$2.85M +$25.9K +1,000 +0.9%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$2.57M +$57.1K +2,202 +2%
Ohio Public Employees Retirement System (OPERS)
72
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.45M -$193K -7,421 -7%
TIAAOA
73
Teachers Insurance & Annuity Association of America
New York
$2.31M -$2.57M -99,210 -53%
JHIU
74
Janus Henderson Investors US
Colorado
$2.31M -$3.5K -135 -0.2%
IA
75
IndexIQ Advisors
New York
$2.27M -$64.5K -2,487 -3%

KRG Hedge Fund Activity: Q4 2015 in Review

215 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q4 2015, worth a combined $1.96B — up 8.2% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new KRG positions and 16 closed out — a net gain of 12 holders — while 94 added to existing stakes and 68 trimmed.

The largest buyer was Nuveen, adding an estimated $20.1M. The largest seller was APG Asset Management US, cutting an estimated $27.1M.

  • 215 institutional investors held Kite Realty (KRG) as of Q4 2015, up from 204 in Q3 2015.
  • Funds reported $1.96B of Kite Realty stock for Q4 2015, up 8.2% quarter-over-quarter.
  • 28 funds opened new Kite Realty positions in Q4 2015 and 16 closed out, a net change of +12 holders.
  • The largest Kite Realty buyer in Q4 2015 was Nuveen, an estimated $20.1M added.
  • The largest Kite Realty seller in Q4 2015 was APG Asset Management US, an estimated $27.1M sold.

Based on aggregated 13F filings for Q4 2015.