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Kite Realty
KRG

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
220
Holders Change
+4
Holders Change %
+1.85%
% of All Funds
5.86%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
25
Increased
91
Reduced
71
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$47M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$14.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$9.97M
4
Millennium Management
Millennium Management
New York
+$9.7M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$9.68M

Top Sellers

Rank Fund Capital Flow
1
HRES
Heitman Real Estate Securities
Illinois
-$26.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$14.8M
3
SCRM
Security Capital Research & Management
Illinois
-$14.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$13.8M
5
N
Nuveen
North Carolina
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
201
Versant Capital Management
Arizona
$52K +$10.6K +398 +27%
CAL
202
Capital Analysts LLC
Pennsylvania
$46K +$345 +13 +0.8%
SWA
203
Sutton Wealth Advisors
Florida
$36.5K +$35K +1,318 New
TFA
204
Transamerica Financial Advisors
Florida
$36K – – –
N
205
Nuveen
North Carolina
$32.5K -$10.1M -381,306 -25%
KF
206
Krilogy Financial
Missouri
$32K – – –
ARMT
207
Amica Retiree Medical Trust
Rhode Island
$25K – – –
HNB
208
Huntington National Bank
Ohio
$25K +$4.25K +160 +22%
CCA
209
Checchi Capital Advisers
California
$24K +$22.6K +852 New
Geode Capital Management
210
Geode Capital Management
Massachusetts
$19.8K +$972K +36,620 +5%
MPWT
211
MassMutual Private Wealth & Trust
Connecticut
$14.6K – – –
Creative Planning
212
Creative Planning
Kansas
$12K +$106 +4 +0.9%
CG
213
Cutler Group
California
$9K -$13.3K -500 -60%
GAM
214
Gemmer Asset Management
California
$6K +$6.45K +243 New
CFA
215
Carroll Financial Associates
North Carolina
$5K – – –
NFG
216
Next Financial Group
Texas
$5K – – –
SGAM
217
Smith Group Asset Management
Texas
$5K – – –
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$4K +$3.93K +148 New
RWML
219
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.16K – – –
QCG
220
Quadrant Capital Group
Ohio
$1K -$4.62K -174 -71%
QI
221
QS Investors
New York
$1K – – –
Balyasny Asset Management
222
Balyasny Asset Management
Illinois
– -$13.8M -532,786 Closed
AAMU
223
APG Asset Management US
New York
– -$9.89M -381,500 Closed
FM
224
Forward Management
California
– -$3.72M -143,600 Closed
FAF
225
Första AP-fonden
Sweden
– -$1.03M -40,100 Closed
6 7 8
9
10

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.