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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
B
76
Bailard
California
$720K +$747K +30,000 New
State of Tennessee, Department of Treasury
77
State of Tennessee, Department of Treasury
Tennessee
$707K -$133K -5,325 -15%
BlackRock
78
BlackRock
New York
$629K +$78.3K +3,144 +14%
AIG
79
American International Group
New York
$613K +$17.2K +690 +3%
IA
80
IndexIQ Advisors
New York
$601K +$119K +4,768 +23%
RFC
81
Russell Frank Company
Washington
$595K -$93.5K -3,754 -13%
BREA
82
Barings Real Estate Advisers
Connecticut
$569K +$591K +23,712 New
ASRS
83
Arizona State Retirement System
Arizona
$551K -$75.3K -3,025 -12%
Sumitomo Mitsui Trust Group
84
Sumitomo Mitsui Trust Group
Japan
$547K +$55.2K +2,218 +11%
BA
85
BlackRock Advisors
Delaware
$536K +$35.8K +1,437 +7%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$527K +$547K +21,950 New
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$518K -$4.36K -175 -0.8%
AQR Capital Management
88
AQR Capital Management
Connecticut
$510K +$242K +9,725 +84%
NCCM
89
Nine Chapters Capital Management
New Jersey
$503K +$356K +14,275 +214%
SCM
90
Stevens Capital Management
Pennsylvania
$497K +$516K +20,700 New
VOYA Investment Management
91
VOYA Investment Management
Georgia
$453K – – –
ARTA
92
A.R.T. Advisors
New York
$438K – – –
IPC
93
Independent Portfolio Consultants
Florida
$437K -$16.3K -653 -3%
Los Angeles Capital Management
94
Los Angeles Capital Management
California
$432K +$146K +5,878 +49%
ACI
95
AMP Capital Investors
Australia
$428K +$165K +6,643 +58%
Axa
96
Axa
France
$405K +$318K +12,761 +310%
LSERS
97
Louisiana State Employees Retirement System
Louisiana
$364K +$1.25K +50 +0.3%
CBOA
98
Commonwealth Bank of Australia
Australia
$356K +$39.2K +1,575 +12%
Citigroup
99
Citigroup
New York
$344K -$136K -5,468 -28%
SCA
100
Secor Capital Advisors
New York
$339K +$352K +14,137 New
2 3
4
5 6

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.