Kite Realty
147 hedge funds and large institutions have $848M invested in Kite Realty in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 93 increasing their positions, 21 reducing their positions, and 7 closing their positions.
343% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 21
171% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 7
54% more capital invested
Capital invested by funds: $550M → $848M (+$298M)
8% more funds holding
Funds holding: 136 → 147 (+11)
0.93% more ownership
Funds ownership: 24.75% → 25.68% (+0.93%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$42.4M |
| 2 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
+$26.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$26.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$20.4M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$3.74M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$3.33M |
| 3 |
SAM
Securian Asset Management
St Paul,
Minnesota
|
-$1.8M |
| 4 |
Renaissance Technologies
New York
|
-$1.7M |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$1.48M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAM
151
Martingale Asset Management
Boston,
Massachusetts
| – | -$1.11M | -46,948 | Closed |
|
152
Jacobs Levy Equity Management
Florham Park,
New Jersey
| – | -$225K | -9,475 | Closed |
|
|
VKH
153
Virtu KCG Holdings
New York
| – | -$189K | -7,989 | Closed |
|
|
GH
154
GAM Holding
Zurich,
Switzerland
| – | -$110K | -4,625 | Closed |
|
KRG Hedge Fund Activity: Q4 2013 in Review
147 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q4 2013, worth a combined $848M — up 54% from $550M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new KRG positions and 7 closed out — a net gain of 12 holders — while 93 added to existing stakes and 21 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $42.4M. The largest seller was TFS Capital, exiting entirely with an estimated $3.74M sold.
- 147 institutional investors held Kite Realty (KRG) as of Q4 2013, up from 136 in Q3 2013.
- Funds reported $848M of Kite Realty stock for Q4 2013, up 54% quarter-over-quarter.
- 19 funds opened new Kite Realty positions in Q4 2013 and 7 closed out, a net change of +12 holders.
- The largest Kite Realty buyer in Q4 2013 was Deutsche Bank, an estimated $42.4M added.
- The largest Kite Realty seller in Q4 2013 was TFS Capital, an estimated $3.74M sold.
Based on aggregated 13F filings for Q4 2013.