Kite Realty
207 hedge funds and large institutions have $2.04B invested in Kite Realty in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 102 increasing their positions, 58 reducing their positions, and 13 closing their positions.
131% more call options, than puts
Call options by funds: $701K | Put options by funds: $304K
92% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 13
76% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 58
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
5% more funds holding
Funds holding: 197 → 207 (+10)
3.79% more ownership
Funds ownership: 82.57% → 86.36% (+3.8%)
2% more capital invested
Capital invested by funds: $1.99B → $2.04B (+$45.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$36.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$31.3M |
| 3 |
Bank of New York Mellon
New York
|
+$23.6M |
| 4 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$20.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$23.6M |
| 2 |
GCM
Gruss Capital Management
New York
|
-$18M |
| 3 |
Millennium Management
New York
|
-$16.2M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$10.7M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$10.6M |
KRG Hedge Fund Activity: Q1 2015 in Review
207 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q1 2015, worth a combined $2.04B — up 2.3% from $1.99B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new KRG positions and 13 closed out — a net gain of 12 holders — while 102 added to existing stakes and 58 trimmed.
The largest buyer was Heitman Real Estate Securities, adding an estimated $36.1M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $23.6M sold.
- 207 institutional investors held Kite Realty (KRG) as of Q1 2015, up from 197 in Q4 2014.
- Funds reported $2.04B of Kite Realty stock for Q1 2015, up 2.3% quarter-over-quarter.
- 25 funds opened new Kite Realty positions in Q1 2015 and 13 closed out, a net change of +12 holders.
- The largest Kite Realty buyer in Q1 2015 was Heitman Real Estate Securities, an estimated $36.1M added.
- The largest Kite Realty seller in Q1 2015 was OppenheimerFunds, an estimated $23.6M sold.
Based on aggregated 13F filings for Q1 2015.