Kite Realty
197 hedge funds and large institutions have $1.99B invested in Kite Realty in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 67 reducing their positions, and 23 closing their positions.
57% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 23
28% more capital invested
Capital invested by funds: $1.55B → $1.99B (+$439M)
18% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 67
5.6% more ownership
Funds ownership: 76.97% → 82.57% (+5.6%)
5% more funds holding
Funds holding: 188 → 197 (+9)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $425K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$43.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$36.4M |
| 3 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
+$34.4M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$22M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$47M |
| 2 |
GCM
Gruss Capital Management
New York
|
-$18.6M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$16.1M |
| 4 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
-$9.37M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.77M |
KRG Hedge Fund Activity: Q4 2014 in Review
197 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q4 2014, worth a combined $1.99B — up 28% from $1.55B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new KRG positions and 23 closed out — a net gain of 13 holders — while 79 added to existing stakes and 67 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $43.2M. The largest seller was Columbia Wanger Asset Management, exiting entirely with an estimated $47M sold.
- 197 institutional investors held Kite Realty (KRG) as of Q4 2014, up from 188 in Q3 2014.
- Funds reported $1.99B of Kite Realty stock for Q4 2014, up 28% quarter-over-quarter.
- 36 funds opened new Kite Realty positions in Q4 2014 and 23 closed out, a net change of +13 holders.
- The largest Kite Realty buyer in Q4 2014 was Fidelity Investments, an estimated $43.2M added.
- The largest Kite Realty seller in Q4 2014 was Columbia Wanger Asset Management, an estimated $47M sold.
Based on aggregated 13F filings for Q4 2014.