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Kite Realty
KRG

207 hedge funds and large institutions have $2.04B invested in Kite Realty in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 102 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $701K | Put options by funds: $304K

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

76% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 58

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

5% more funds holding

Funds holding: 197 → 207 (+10)

3.79% more ownership

Funds ownership: 82.57% → 86.36% (+3.8%)

2% more capital invested

Capital invested by funds: $1.99B → $2.04B (+$45.9M)

Holders
207
Holders Change
+10
Holders Change %
+5.08%
% of All Funds
5.52%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
25
Increased
102
Reduced
58
Closed
13
Calls
$701K
Puts
$304K
Net Calls
+$397K
Net Calls Change
+$822K

Top Buyers

Rank Fund Capital Flow
1
HRES
Heitman Real Estate Securities
Illinois
+$36.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$31.3M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$23.6M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$20.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$13M

Top Sellers

Rank Fund Capital Flow
1
O
OppenheimerFunds
New York
-$23.6M
2
GCM
Gruss Capital Management
New York
-$18M
3
Millennium Management
Millennium Management
New York
-$16.2M
4
DCM
Driehaus Capital Management
Illinois
-$10.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$10.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
76
RFG Advisory
Alabama
$2.76M +$3.01M +103,615 New
Renaissance Technologies
77
Renaissance Technologies
New York
$2.75M +$2.45M +84,400 +644%
California Public Employees Retirement System
78
California Public Employees Retirement System
California
$2.73M – – –
IA
79
IndexIQ Advisors
New York
$2.68M +$352K +12,131 +15%
Swiss National Bank
80
Swiss National Bank
Switzerland
$2.62M +$34.8K +1,200 +1%
State of Tennessee, Department of Treasury
81
State of Tennessee, Department of Treasury
Tennessee
$2.62M +$813K +28,016 +43%
ECM
82
EII Capital Management
New York
$2.54M +$2.62M +90,300 New
JHIU
83
Janus Henderson Investors US
Colorado
$2.51M – – –
FIM
84
Friedberg Investment Management
Texas
$2.42M +$296K +10,217 +13%
RFC
85
Russell Frank Company
Washington
$2.21M +$1.41M +48,563 +168%
Axa
86
Axa
France
$2.19M +$259K +8,930 +13%
TPSF
87
Texas Permanent School Fund
Texas
$2.12M +$1.89K +65 +0.1%
NCCM
88
Nine Chapters Capital Management
New Jersey
$2.03M +$806K +27,800 +63%
GG
89
Gofen & Glossberg
Illinois
$2.02M -$2.73M -94,257 -57%
NFA
90
Nationwide Fund Advisors
Ohio
$2.02M +$2.08M +71,620 New
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$1.97M +$1.55M +53,577 +329%
UOC
92
UBS O'Connor
Illinois
$1.97M +$2.02M +69,746 New
BlackRock
93
BlackRock
New York
$1.96M +$98.2K +3,386 +5%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$1.92M +$1.98M +68,127 New
ClearBridge Investments
95
ClearBridge Investments
New York
$1.86M – – –
SI
96
Stephens Inc
Arkansas
$1.83M +$1.88M +64,843 New
WHG
97
Westwood Holdings Group
Texas
$1.8M -$125K -4,300 -6%
California State Teachers Retirement System (CalSTRS)
98
California State Teachers Retirement System (CalSTRS)
California
$1.69M -$29K -1,000 -2%
TRSOTSOK
99
Teachers Retirement System of the State of Kentucky
Kentucky
$1.69M +$81.2K +2,800 +5%
LPL Financial
100
LPL Financial
California
$1.63M -$448K -15,459 -21%
2 3
4
5 6

KRG Hedge Fund Activity: Q1 2015 in Review

207 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q1 2015, worth a combined $2.04B — up 2.3% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new KRG positions and 13 closed out — a net gain of 12 holders — while 102 added to existing stakes and 58 trimmed.

The largest buyer was Heitman Real Estate Securities, adding an estimated $36.1M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $23.6M sold.

  • 207 institutional investors held Kite Realty (KRG) as of Q1 2015, up from 197 in Q4 2014.
  • Funds reported $2.04B of Kite Realty stock for Q1 2015, up 2.3% quarter-over-quarter.
  • 25 funds opened new Kite Realty positions in Q1 2015 and 13 closed out, a net change of +12 holders.
  • The largest Kite Realty buyer in Q1 2015 was Heitman Real Estate Securities, an estimated $36.1M added.
  • The largest Kite Realty seller in Q1 2015 was OppenheimerFunds, an estimated $23.6M sold.

Based on aggregated 13F filings for Q1 2015.