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Kite Realty

229 hedge funds and large institutions have $1.21B invested in Kite Realty in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 92 increasing their positions, 74 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $1.24M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

24% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 74

0.14% less ownership

Funds ownership: 95.38%95.24% (-0.14%)

4% less funds holding

Funds holding: 238229 (-9)

22% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 32

22% less capital invested

Capital invested by funds: $1.56B → $1.21B (-$350M)

Holders
229
Holders Change
-9
Holders Change %
-3.78%
% of All Funds
5.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
92
Reduced
74
Closed
32
Calls
$2.55M
Puts
$1.24M
Net Calls
+$1.32M
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
101
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$806K
AQR Capital Management
102
AQR Capital Management
Connecticut
$799K +$696 +43 +0.1%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$788K -$11.3K -699 -1%
Nomura Asset Management
104
Nomura Asset Management
Japan
$777K +$48.6K +3,000 +6%
GC
105
Guggenheim Capital
Illinois
$774K -$293K -18,091 -26%
SAM
106
Shell Asset Management
Netherlands
$748K -$12.8K -789 -2%
RJFSA
107
Raymond James Financial Services Advisors
Florida
$733K -$57.1K -3,529 -7%
MAM
108
Martingale Asset Management
Massachusetts
$698K +$178K +11,000 +32%
PS
109
Pensionfund Sabic
Netherlands
$691K
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$646K +$14.1K +871 +2%
MERSOM
111
Municipal Employees' Retirement System of Michigan
Michigan
$615K +$28.3K +1,750 +5%
LTFS
112
Ladenburg Thalmann Financial Services
Florida
$610K -$78.1K -4,823 -11%
DLG
113
Daniel L. Goodwin
$599K
AG
114
Aperio Group
California
$599K +$142K +8,803 +29%
MIM
115
MetLife Investment Management
New Jersey
$594K
US Bancorp
116
US Bancorp
Minnesota
$576K -$49.8K -3,076 -8%
LSERS
117
Louisiana State Employees Retirement System
Louisiana
$565K +$17.8K +1,100 +3%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$555K -$333K -20,570 -36%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$554K
CSS
120
Cubist Systematic Strategies
Connecticut
$540K +$360K +22,215 +167%
ProShare Advisors
121
ProShare Advisors
Maryland
$530K -$33.5K -2,072 -6%
FAF
122
Första AP-fonden
Sweden
$509K -$9.71K -600 -2%
ClearBridge Investments
123
ClearBridge Investments
New York
$505K -$39.8K -2,460 -7%
MLICM
124
Metropolitan Life Insurance Company (MetLife)
New York
$493K +$10.2K +628 +2%
HS
125
Hazelview Securities
Ontario, Canada
$455K -$4.81M -297,418 -91%

KRG Hedge Fund Activity: Q1 2018 in Review

229 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q1 2018, worth a combined $1.21B — down 22% from $1.56B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of KRG and 25 opened new positions — a net loss of 7 holders — while 74 trimmed existing stakes and 92 added.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $31M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $20.5M sold.

  • 229 institutional investors held Kite Realty (KRG) as of Q1 2018, down from 238 in Q4 2017.
  • Funds reported $1.21B of Kite Realty stock for Q1 2018, down 22% quarter-over-quarter.
  • 25 funds opened new Kite Realty positions in Q1 2018 and 32 closed out, a net change of -7 holders.
  • The largest Kite Realty buyer in Q1 2018 was Fuller & Thaler Asset Management, an estimated $31M added.
  • The largest Kite Realty seller in Q1 2018 was Epoch Investment Partners, an estimated $20.5M sold.

Based on aggregated 13F filings for Q1 2018.