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Kite Realty
KRG

219 hedge funds and large institutions have $2.1B invested in Kite Realty in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

28% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 71

7% more capital invested

Capital invested by funds: $1.96B → $2.1B (+$134M)

2% more funds holding

Funds holding: 215 → 219 (+4)

0.31% more ownership

Funds ownership: 92.83% → 93.14% (+0.31%)

Holders
219
Holders Change
+4
Holders Change %
+1.86%
% of All Funds
5.84%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
25
Increased
91
Reduced
71
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$47M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$14.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$9.97M
4
Millennium Management
Millennium Management
New York
+$9.7M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$9.68M

Top Sellers

Rank Fund Capital Flow
1
HRES
Heitman Real Estate Securities
Illinois
-$26.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$14.8M
3
SCRM
Security Capital Research & Management
Illinois
-$14.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$13.8M
5
N
Nuveen
North Carolina
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
76
Citigroup
New York
$2.39M +$1.04M +39,285 +84%
US Bancorp
77
US Bancorp
Minnesota
$2.36M +$104K +3,911 +5%
PPA
78
Parametric Portfolio Associates
Washington
$2.33M +$102K +3,839 +5%
RFC
79
Russell Frank Company
Washington
$2.21M +$59.5K +2,241 +3%
BlackRock
80
BlackRock
New York
$2.2M +$195K +7,357 +10%
PDN
81
Pensionfund DSM Netherlands
Netherlands
$2.19M – – –
SCA
82
Secor Capital Advisors
New York
$2.16M +$973K +36,673 +89%
GC
83
Guggenheim Capital
Illinois
$2.15M -$240K -9,034 -10%
AIG
84
American International Group
New York
$2.1M +$36.9K +1,391 +2%
SI
85
Stephens Inc
Arkansas
$2.09M +$134K +5,058 +7%
IA
86
IndexIQ Advisors
New York
$2.07M -$338K -12,754 -15%
LTFS
87
Ladenburg Thalmann Financial Services
Florida
$2.04M -$199K -7,517 -9%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$2.04M -$137K -5,177 -7%
FIM
89
Friedberg Investment Management
Texas
$1.89M -$336K -12,678 -16%
Arrowstreet Capital
90
Arrowstreet Capital
Massachusetts
$1.87M +$1.08M +40,600 +151%
TRSOTSOK
91
Teachers Retirement System of the State of Kentucky
Kentucky
$1.86M – – –
TPSF
92
Texas Permanent School Fund
Texas
$1.85M -$63.6K -2,398 -3%
State of Tennessee, Department of Treasury
93
State of Tennessee, Department of Treasury
Tennessee
$1.84M +$41.6K +1,568 +2%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$1.84M +$121K +4,570 +7%
WHG
95
Westwood Holdings Group
Texas
$1.82M +$46.7K +1,760 +3%
VRS
96
Virginia Retirement System
Virginia
$1.79M +$1.71M +64,500 New
Sumitomo Mitsui Trust Group
97
Sumitomo Mitsui Trust Group
Japan
$1.78M +$125K +4,702 +8%
MLICM
98
Metropolitan Life Insurance Company (MetLife)
New York
$1.74M +$12.2K +461 +0.7%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$1.63M -$58.6K -2,208 -4%
Public Sector Pension Investment Board (PSP Investments)
100
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.62M – – –
2 3
4
5 6

KRG Hedge Fund Activity: Q1 2016 in Review

219 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q1 2016, worth a combined $2.1B — up 6.8% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new KRG positions and 19 closed out — a net gain of 6 holders — while 91 added to existing stakes and 71 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $47M. The largest seller was Heitman Real Estate Securities, cutting an estimated $26.4M.

  • 219 institutional investors held Kite Realty (KRG) as of Q1 2016, up from 215 in Q4 2015.
  • Funds reported $2.1B of Kite Realty stock for Q1 2016, up 6.8% quarter-over-quarter.
  • 25 funds opened new Kite Realty positions in Q1 2016 and 19 closed out, a net change of +6 holders.
  • The largest Kite Realty buyer in Q1 2016 was Fidelity Investments, an estimated $47M added.
  • The largest Kite Realty seller in Q1 2016 was Heitman Real Estate Securities, an estimated $26.4M sold.

Based on aggregated 13F filings for Q1 2016.