Kite Realty
220 hedge funds and large institutions have $2.1B invested in Kite Realty in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 71 reducing their positions, and 19 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
32% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 19
28% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 71
7% more capital invested
Capital invested by funds: $1.96B → $2.1B (+$134M)
2% more funds holding
Funds holding: 216 → 220 (+4)
0.31% more ownership
Funds ownership: 92.83% → 93.14% (+0.31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$47M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$14.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$9.97M |
| 4 |
Millennium Management
New York
|
+$9.7M |
| 5 |
Neuberger Berman Group
New York
|
+$9.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$26.4M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$14.8M |
| 3 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
-$14.3M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$13.8M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$10.1M |
KRG Hedge Fund Activity: Q1 2016 in Review
220 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q1 2016, worth a combined $2.1B — up 6.8% from $1.96B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new KRG positions and 19 closed out — a net gain of 6 holders — while 91 added to existing stakes and 71 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $47M. The largest seller was Heitman Real Estate Securities, cutting an estimated $26.4M.
- 220 institutional investors held Kite Realty (KRG) as of Q1 2016, up from 216 in Q4 2015.
- Funds reported $2.1B of Kite Realty stock for Q1 2016, up 6.8% quarter-over-quarter.
- 25 funds opened new Kite Realty positions in Q1 2016 and 19 closed out, a net change of +6 holders.
- The largest Kite Realty buyer in Q1 2016 was Fidelity Investments, an estimated $47M added.
- The largest Kite Realty seller in Q1 2016 was Heitman Real Estate Securities, an estimated $26.4M sold.
Based on aggregated 13F filings for Q1 2016.