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Kite Realty

228 hedge funds and large institutions have $1.62B invested in Kite Realty in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 85 increasing their positions, 82 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $2.74M | Put options by funds: $1.65M

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

6% more capital invested

Capital invested by funds: $1.54B → $1.62B (+$85.4M)

4% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 82

1% less funds holding

Funds holding: 230228 (-2)

1.22% less ownership

Funds ownership: 97.04%95.83% (-1.2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
228
Holders Change
-2
Holders Change %
-0.87%
% of All Funds
5.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
85
Reduced
82
Closed
17
Calls
$2.74M
Puts
$1.65M
Net Calls
+$1.09M
Net Calls Change
+$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
126
Oxford Asset Management
United Kingdom
$571K -$214K -10,674 -28%
NBC
127
Neuberger Berman Canada
Ontario, Canada
$563K +$32K +1,594 +6%
PP
128
Paloma Partners
Connecticut
$563K +$235K +11,725 +73%
ProShare Advisors
129
ProShare Advisors
Maryland
$542K -$79.7K -3,974 -13%
RJA
130
Raymond James & Associates
Florida
$531K +$60.8K +3,034 +13%
Two Sigma Advisers
131
Two Sigma Advisers
New York
$530K -$1.02M -50,700 -66%
State Board of Administration of Florida Retirement System
132
State Board of Administration of Florida Retirement System
Florida
$509K
First Trust Advisors
133
First Trust Advisors
Illinois
$504K +$2.55K +127 +0.5%
ECM
134
EII Capital Management
New York
$480K +$475K +23,707 New
SG Americas Securities
135
SG Americas Securities
New York
$465K +$352K +17,550 +325%
MSA
136
Mason Street Advisors
Wisconsin
$429K +$11.3K +562 +3%
WVP
137
Worth Venture Partners
New Jersey
$406K -$86.2K -4,300 -18%
BTS
138
BB&T Securities
Virginia
$384K -$101K -5,051 -21%
PA
139
Profund Advisors
Maryland
$380K +$45.4K +2,266 +14%
CGH
140
Crossmark Global Holdings
Texas
$380K +$376K +18,749 New
PIA
141
Piedmont Investment Advisors
North Carolina
$369K +$2.81K +140 +0.8%
T. Rowe Price Associates
142
T. Rowe Price Associates
Maryland
$355K
SPC
143
Sigma Planning Corp
Michigan
$353K +$34.3K +1,709 +11%
PCMM
144
Private Capital Management (Minnesota)
Minnesota
$340K -$28.1K -1,400 -8%
WS
145
Wedbush Securities
California
$338K +$8.94K +446 +3%
Verition Fund Management
146
Verition Fund Management
Connecticut
$333K +$330K +16,445 New
VC
147
Vestor Capital
Illinois
$324K
LPL Financial
148
LPL Financial
California
$323K -$112K -5,573 -26%
AG
149
Advisor Group
Arizona
$310K +$6.08K +303 +2%
OAM
150
Oppenheimer Asset Management
New York
$297K +$16.5K +821 +6%

KRG Hedge Fund Activity: Q3 2017 in Review

228 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q3 2017, worth a combined $1.62B — up 5.6% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new KRG positions and 17 closed out — a net gain of 2 holders — while 85 added to existing stakes and 82 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $20.4M. The largest seller was Fidelity Investments, cutting an estimated $29.7M.

  • 228 institutional investors held Kite Realty (KRG) as of Q3 2017, down from 230 in Q2 2017.
  • Funds reported $1.62B of Kite Realty stock for Q3 2017, up 5.6% quarter-over-quarter.
  • 19 funds opened new Kite Realty positions in Q3 2017 and 17 closed out, a net change of +2 holders.
  • The largest Kite Realty buyer in Q3 2017 was Millennium Management, an estimated $20.4M added.
  • The largest Kite Realty seller in Q3 2017 was Fidelity Investments, an estimated $29.7M sold.

Based on aggregated 13F filings for Q3 2017.