Kite Realty
170 hedge funds and large institutions have $801M invested in Kite Realty in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 53 reducing their positions, and 14 closing their positions.
64% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 14
38% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 53
6% more funds holding
Funds holding: 161 → 170 (+9)
5% more capital invested
Capital invested by funds: $765M → $801M (+$35.7M)
0.4% more ownership
Funds ownership: 24.37% → 24.77% (+0.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$18.7M |
| 2 |
FM
Forward Management
San Francisco,
California
|
+$14.7M |
| 3 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
+$12.9M |
| 4 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$9.77M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$48.9M |
| 2 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
-$20.6M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$13.8M |
| 4 |
ACM
Adelante Capital Management
Alameda,
California
|
-$3.87M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$3.67M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCA
176
Secor Capital Advisors
New York
| – | -$339K | -14,137 | Closed |
|
|
DC
177
Deere & Company
Moline,
Illinois
| – | -$220K | -9,159 | Closed |
|
178
Verition Fund Management
Greenwich,
Connecticut
| – | -$130K | -5,420 | Closed |
|
|
PWS
179
Peloton Wealth Strategists
Indianapolis,
Indiana
| – | -$84K | -3,500 | Closed |
|
|
SB
180
Suntrust Banks
Atlanta,
Georgia
| – | -$66K | -2,786 | Closed |
|
181
Truist Financial
Charlotte,
North Carolina
| – | -$64K | -2,655 | Closed |
|
182
Two Sigma Advisers
New York
| – | -$64K | -2,653 | Closed |
|
183
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$318 | +13 | New |
|
KRG Hedge Fund Activity: Q2 2014 in Review
170 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q2 2014, worth a combined $801M — up 4.7% from $765M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new KRG positions and 14 closed out — a net gain of 9 holders — while 73 added to existing stakes and 53 trimmed.
The largest buyer was OppenheimerFunds, adding an estimated $18.7M. The largest seller was Deutsche Bank, cutting an estimated $48.9M.
- 170 institutional investors held Kite Realty (KRG) as of Q2 2014, up from 161 in Q1 2014.
- Funds reported $801M of Kite Realty stock for Q2 2014, up 4.7% quarter-over-quarter.
- 23 funds opened new Kite Realty positions in Q2 2014 and 14 closed out, a net change of +9 holders.
- The largest Kite Realty buyer in Q2 2014 was OppenheimerFunds, an estimated $18.7M added.
- The largest Kite Realty seller in Q2 2014 was Deutsche Bank, an estimated $48.9M sold.
Based on aggregated 13F filings for Q2 2014.