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Kite Realty

227 hedge funds and large institutions have $1.81B invested in Kite Realty in 2016 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

470% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $302K

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

26% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 73

5% more funds holding

Funds holding: 216227 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.63% less ownership

Funds ownership: 93.16%92.53% (-0.63%)

15% less capital invested

Capital invested by funds: $2.14B → $1.81B (-$329M)

Holders
227
Holders Change
+11
Holders Change %
+5.09%
% of All Funds
5.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
92
Reduced
73
Closed
21
Calls
$1.72M
Puts
$302K
Net Calls
+$1.42M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
76
Stephens Inc
Arkansas
$2M +$265K +10,723 +14%
Sumitomo Mitsui Trust Group
77
Sumitomo Mitsui Trust Group
Japan
$1.98M +$635K +25,677 +44%
PPA
78
Parametric Portfolio Associates
Washington
$1.98M -$3.49K -141 -0.2%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$1.97M
IA
80
IndexIQ Advisors
New York
$1.88M -$82.5K -3,336 -4%
PDN
81
Pensionfund DSM Netherlands
Netherlands
$1.85M
PI
82
PineBridge Investments
New York
$1.79M +$1.63M +65,762 +620%
SEI Investments
83
SEI Investments
Pennsylvania
$1.73M +$1.64M +66,219 +912%
D.E. Shaw & Co
84
D.E. Shaw & Co
New York
$1.57M +$1.66M +66,929 New
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$1.56M
TRSOTSOK
86
Teachers Retirement System of the State of Kentucky
Kentucky
$1.54M -$39.6K -1,600 -2%
WBC
87
Westpac Banking Corp
Australia
$1.53M +$1.59M +64,202 New
UBS Group
88
UBS Group
Switzerland
$1.5M -$78.8K -3,186 -5%
LTFS
89
Ladenburg Thalmann Financial Services
Florida
$1.5M -$66.9K -2,703 -4%
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$1.44M -$27.7K -1,118 -2%
MLICM
91
Metropolitan Life Insurance Company (MetLife)
New York
$1.44M -$19.8K -799 -1%
ERSOT
92
Employees Retirement System of Texas
Texas
$1.43M
TPSF
93
Texas Permanent School Fund
Texas
$1.43M -$64K -2,588 -4%
AIG
94
American International Group
New York
$1.43M -$21.6K -872 -1%
Public Sector Pension Investment Board (PSP Investments)
95
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.38M
Wells Fargo
96
Wells Fargo
California
$1.37M +$590K +23,837 +69%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.36M +$7.57K +306 +0.5%
Renaissance Technologies
98
Renaissance Technologies
New York
$1.34M -$3.25M -131,300 -70%
KFS
99
Kissinger Financial Services
Maryland
$1.31M +$15.8K +640 +1%
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$1.31M +$909K +36,731 +191%

KRG Hedge Fund Activity: Q4 2016 in Review

227 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q4 2016, worth a combined $1.81B — down 15% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new KRG positions and 21 closed out — a net gain of 15 holders — while 92 added to existing stakes and 73 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.6M. The largest seller was AllianceBernstein, cutting an estimated $55.8M.

  • 227 institutional investors held Kite Realty (KRG) as of Q4 2016, up from 216 in Q3 2016.
  • Funds reported $1.81B of Kite Realty stock for Q4 2016, down 15% quarter-over-quarter.
  • 36 funds opened new Kite Realty positions in Q4 2016 and 21 closed out, a net change of +15 holders.
  • The largest Kite Realty buyer in Q4 2016 was Morgan Stanley, an estimated $23.6M added.
  • The largest Kite Realty seller in Q4 2016 was AllianceBernstein, an estimated $55.8M sold.

Based on aggregated 13F filings for Q4 2016.