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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
ACI
101
AMP Capital Investors
Australia
$172K +$18.8K +800 +12%
AWCI
102
Alpine Woods Capital Investors
New York
$167K – – –
Nomura Asset Management
103
Nomura Asset Management
Japan
$162K +$3.52K +150 +2%
GMIM
104
General Motors Investment Management
New York
$148K – – –
SG Americas Securities
105
SG Americas Securities
New York
$140K +$139K +5,902 New
GH
106
GAM Holding
Switzerland
$110K +$109K +4,625 New
KBC Group
107
KBC Group
Belgium
$103K – – –
NCCM
108
Nine Chapters Capital Management
New Jersey
$101K -$57.6K -2,450 -36%
PWS
109
Peloton Wealth Strategists
Indiana
$83K – – –
MSA
110
Mason Street Advisors
Wisconsin
$82K +$11K +469 +16%
SMDAM
111
Sumitomo Mitsui DS Asset Management
Japan
$81K +$81.1K +3,453 New
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$75K – – –
Brown Advisory
113
Brown Advisory
Maryland
$71K – – –
Teacher Retirement System of Texas
114
Teacher Retirement System of Texas
Texas
$68K +$32.9K +1,402 +95%
WAM
115
World Asset Management
Michigan
$67K – – –
Wells Fargo
116
Wells Fargo
California
$66K -$3.67K -156 -5%
TU
117
TDAM USA
Ontario, Canada
$66K +$65.8K +2,800 New
PI
118
PineBridge Investments
New York
$65K +$8.32K +354 +15%
Truist Financial
119
Truist Financial
North Carolina
$64K – – –
US Bancorp
120
US Bancorp
Minnesota
$59K -$20.3K -862 -26%
Mitsubishi UFJ Asset Management
121
Mitsubishi UFJ Asset Management
Japan
$52K +$11.8K +500 +30%
FMT
122
First Mercantile Trust
Tennessee
$50K +$49.4K +2,103 New
BJ
123
BlackRock Japan
Japan
$49K -$258 -11 -0.5%
IOOF
124
Independent Order of Foresters
Ontario, Canada
$46K – – –
BBHC
125
Brown Brothers Harriman & Co
New York
$44K +$44.1K +1,875 New
3 4
5
6 7

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.