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Kite Realty
KRG

238 hedge funds and large institutions have $1.56B invested in Kite Realty in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 95 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $1.13M

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

25% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 76

4% more funds holding

Funds holding: 228 → 238 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.45% less ownership

Funds ownership: 95.83% → 95.38% (-0.45%)

4% less capital invested

Capital invested by funds: $1.62B → $1.56B (-$59.5M)

Holders
238
Holders Change
+10
Holders Change %
+4.39%
% of All Funds
5.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
95
Reduced
76
Closed
19
Calls
$2.34M
Puts
$1.13M
Net Calls
+$1.22M
Net Calls Change
+$127K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$28.3M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$19.5M
3
Invesco
Invesco
Georgia
+$12.6M
4
NI
Numeric Investors
Massachusetts
+$11M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$9.09M

Top Sellers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
-$48.8M
2
SCRM
Security Capital Research & Management
Illinois
-$28.5M
3
Millennium Management
Millennium Management
New York
-$18.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$17.7M
5
FM
Forward Management
California
-$13.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
151
Paloma Partners
Connecticut
$304K -$239K -12,269 -44%
HC
152
Henshaw Capital
Massachusetts
$300K +$60.9K +3,132 +26%
OAM
153
Oppenheimer Asset Management
New York
$297K – – –
SBIA
154
Sheaff Brock Investment Advisors
Indiana
$286K – – –
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$286K +$126K +6,500 +80%
EP
156
Elkfork Partners
Oregon
$279K +$38.4K +1,972 +16%
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$275K -$1.54K -79 -0.6%
FWIA
158
Fort Washington Investment Advisors
Ohio
$268K – – –
O
159
OppenheimerFunds
New York
$267K +$9.4K +483 +4%
FNT
160
First National Trust
Pennsylvania
$263K -$2.37K -122 -0.9%
CSS
161
Cubist Systematic Strategies
Connecticut
$260K +$258K +13,267 New
DCM
162
Dupont Capital Management
Delaware
$256K – – –
RCA
163
Rowland Carmichael Advisors
Arizona
$255K +$38.9K +2,000 +18%
Parallax Volatility Advisers
164
Parallax Volatility Advisers
California
$249K +$247K +12,684 New
Mitsubishi UFJ Asset Management
165
Mitsubishi UFJ Asset Management
Japan
$245K – – –
AB
166
Amalgamated Bank
New York
$235K +$16K +821 +7%
GHCM
167
Glen Harbor Capital Management
California
$229K +$31.6K +1,624 +16%
Koshinski Asset Management
168
Koshinski Asset Management
Illinois
$228K -$18.5K -949 -8%
CA
169
Cetera Advisors
Colorado
$228K +$9.24K +475 +4%
FIM
170
Freedom Investment Management
Connecticut
$224K +$223K +11,437 New
LFAS
171
Level Four Advisory Services
Texas
$223K +$14K +717 +7%
Schroder Investment Management Group
172
Schroder Investment Management Group
United Kingdom
$215K – – –
Janus Henderson Group
173
Janus Henderson Group
United Kingdom
$213K – – –
HSBC Holdings
174
HSBC Holdings
United Kingdom
$212K +$211K +10,828 New
RCM
175
Riverhead Capital Management
Delaware
$207K +$29.2K +1,500 +17%
5 6
7
8 9

KRG Hedge Fund Activity: Q4 2017 in Review

238 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q4 2017, worth a combined $1.56B — down 3.7% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new KRG positions and 19 closed out — a net gain of 12 holders — while 95 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock, adding an estimated $28.3M. The largest seller was Principal Financial Group, cutting an estimated $48.8M.

  • 238 institutional investors held Kite Realty (KRG) as of Q4 2017, up from 228 in Q3 2017.
  • Funds reported $1.56B of Kite Realty stock for Q4 2017, down 3.7% quarter-over-quarter.
  • 31 funds opened new Kite Realty positions in Q4 2017 and 19 closed out, a net change of +12 holders.
  • The largest Kite Realty buyer in Q4 2017 was BlackRock, an estimated $28.3M added.
  • The largest Kite Realty seller in Q4 2017 was Principal Financial Group, an estimated $48.8M sold.

Based on aggregated 13F filings for Q4 2017.