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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
PSI
126
Pinnacle Summer Investments
Virginia
$43K -$156K -6,631 -79%
OA
127
OFI Advisors
Pennsylvania
$37K +$7.59K +323 +26%
SAMC
128
Shinko Asset Management Company
Japan
$27K – – –
RA
129
Rational Advisors
New York
$24K – – –
Daiwa Securities Group
130
Daiwa Securities Group
Japan
$12K – – –
LTFS
131
Ladenburg Thalmann Financial Services
Florida
$11K – – –
Envestnet Asset Management
132
Envestnet Asset Management
Illinois
$3K +$2.49K +106 New
SGAM
133
Smith Group Asset Management
Texas
$2K – – –
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$2K – – –
MAA
135
Managed Account Advisors
New Jersey
$1K +$1.06K +45 New
Manulife (Manufacturers Life Insurance)
136
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$425 -$3.76K -160 -0.9%
Two Sigma Investments
137
Two Sigma Investments
New York
– -$2.65M -109,692 Closed
Citadel Advisors
138
Citadel Advisors
Florida
– -$2.6M -107,569 Closed
HAMF
139
Hatteras Alternative Mutual Funds
North Carolina
– -$1.57M -65,054 Closed
Two Sigma Advisers
140
Two Sigma Advisers
New York
– -$771K -31,957 Closed
LSV Asset Management
141
LSV Asset Management
Illinois
– -$757K -31,425 Closed
RJA
142
Raymond James & Associates
Florida
– -$385K -15,942 Closed
Millennium Management
143
Millennium Management
New York
– -$336K -13,939 Closed
EMG
144
Ellington Management Group
Connecticut
– -$250K -10,350 Closed
ZIM
145
Zacks Investment Management
Illinois
– -$231K -9,591 Closed
SCM
146
Stevens Capital Management
Pennsylvania
– -$202K -8,373 Closed
NMERB
147
New Mexico Educational Retirement Board
New Mexico
– -$197K -8,162 Closed
DTL
148
Dynamic Technology Lab
Singapore
– -$120K -4,966 Closed
SCA
149
SAC Capital Advisors
Connecticut
– -$93K -3,875 Closed
D.E. Shaw & Co
150
D.E. Shaw & Co
New York
– -$63K -2,606 Closed
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.