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Kite Realty

230 hedge funds and large institutions have $1.54B invested in Kite Realty in 2017 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 82 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.44% more ownership

Funds ownership: 94.6%97.04% (+2.4%)

5% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 82

2% less funds holding

Funds holding: 234230 (-4)

10% less capital invested

Capital invested by funds: $1.7B → $1.54B (-$163M)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

47% less call options, than puts

Call options by funds: $1.12M | Put options by funds: $2.13M

Holders
230
Holders Change
-4
Holders Change %
-1.71%
% of All Funds
5.73%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
25
Increased
86
Reduced
82
Closed
28
Calls
$1.12M
Puts
$2.13M
Net Calls
-$1.01M
Net Calls Change
-$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
QI
201
QS Investors
New York
$62K
LIA
202
LS Investment Advisors
Michigan
$59K
FMP
203
Financial Management Professionals
Texas
$56K
MA
204
MCF Advisors
Kentucky
$45K
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$44K -$35.5K -1,809 -44%
PCM
206
Penserra Capital Management
California
$43K +$3.85K +196 +9%
VCM
207
Versant Capital Management
Arizona
$41K +$9.05K +461 +27%
PFGIA
208
Patriot Financial Group Insurance Agency
Massachusetts
$38K +$26.1K +1,328 +177%
GWM
209
Geneos Wealth Management
Colorado
$36K +$236 +12 +0.6%
BBHC
210
Brown Brothers Harriman & Co
New York
$35K
SGAM
211
Smith Group Asset Management
Texas
$34K +$28.7K +1,460 +392%
CAL
212
Capital Analysts LLC
Pennsylvania
$33.2K +$1.75K +89 +5%
MAM
213
Meeder Asset Management
Ohio
$28K +$29.5K +1,503 New
SWA
214
Sutton Wealth Advisors
Florida
$25.9K -$4.2K -214 -14%
Group One Trading
215
Group One Trading
Illinois
$25K +$25.5K +1,301 New
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$24K
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$22K +$12.5K +636 +123%
HNB
218
Huntington National Bank
Ohio
$14K
VWA
219
V Wealth Advisors
Kansas
$13K +$13.4K +685 New
TRCT
220
Tower Research Capital (TRC)
New York
$13K +$13.6K +695 New
Simplex Trading
221
Simplex Trading
Illinois
$13K +$14.1K +717 New
IDBONY
222
Israel Discount Bank of New York
New York
$11K -$7.66K -390 -40%
AIM
223
Advantage Investment Management
Iowa
$8K +$8.3K +423 New
BFEC
224
Benjamin F. Edwards & Company
Missouri
$7K
CFA
225
Carroll Financial Associates
North Carolina
$4K

KRG Hedge Fund Activity: Q2 2017 in Review

230 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q2 2017, worth a combined $1.54B — down 9.6% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of KRG and 25 opened new positions — a net loss of 3 holders — while 82 trimmed existing stakes and 86 added.

The largest buyer was Security Capital Research & Management, adding an estimated $32.1M. The largest seller was Fidelity Investments, cutting an estimated $32.3M.

  • 230 institutional investors held Kite Realty (KRG) as of Q2 2017, down from 234 in Q1 2017.
  • Funds reported $1.54B of Kite Realty stock for Q2 2017, down 9.6% quarter-over-quarter.
  • 25 funds opened new Kite Realty positions in Q2 2017 and 28 closed out, a net change of -3 holders.
  • The largest Kite Realty buyer in Q2 2017 was Security Capital Research & Management, an estimated $32.1M added.
  • The largest Kite Realty seller in Q2 2017 was Fidelity Investments, an estimated $32.3M sold.

Based on aggregated 13F filings for Q2 2017.