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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
AIG
76
American International Group
New York
$411K +$46.4K +1,973 +13%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$378K +$13.5K +575 +4%
ARTA
78
A.R.T. Advisors
New York
$361K – – –
ProShare Advisors
79
ProShare Advisors
Maryland
$357K +$35.1K +1,493 +11%
PA
80
Profund Advisors
Maryland
$354K +$225K +9,554 +178%
Axa
81
Axa
France
$342K – – –
BlackRock
82
BlackRock
New York
$342K +$29.6K +1,258 +10%
Sumitomo Mitsui Trust Group
83
Sumitomo Mitsui Trust Group
Japan
$329K -$23.2K -986 -7%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$324K – – –
BA
85
BlackRock Advisors
Delaware
$323K +$4.02K +171 +1%
IA
86
IndexIQ Advisors
New York
$313K -$149K -6,345 -32%
AQR Capital Management
87
AQR Capital Management
Connecticut
$312K +$115K +4,900 +59%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$301K – – –
Los Angeles Capital Management
89
Los Angeles Capital Management
California
$287K -$587 -25 -0.2%
Morgan Stanley
90
Morgan Stanley
New York
$280K +$29.6K +1,261 +12%
First Trust Advisors
91
First Trust Advisors
Illinois
$262K -$797K -33,933 -75%
U
92
UBS
Switzerland
$259K -$18.1K -771 -7%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$235K -$54.4K -2,316 -19%
Citigroup
94
Citigroup
New York
$226K -$300K -12,782 -57%
Jacobs Levy Equity Management
95
Jacobs Levy Equity Management
New Jersey
$225K +$7.05K +300 +3%
CAM
96
Capstone Asset Management
Texas
$220K +$5.29K +225 +2%
CBOA
97
Commonwealth Bank of Australia
Australia
$205K – – –
Credit Agricole
98
Credit Agricole
France
$196K +$194K +8,253 New
TRSOTSOK
99
Teachers Retirement System of the State of Kentucky
Kentucky
$193K – – –
VKH
100
Virtu KCG Holdings
New York
$189K +$188K +7,989 New
2 3
4
5 6

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.