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Kite Realty

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: 228238 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
201
KBC Group
Belgium
$62K
FMP
202
Financial Management Professionals
Texas
$58K
II
203
Inspire Investing
Idaho
$54K +$53.9K +2,772 New
LIA
204
LS Investment Advisors
Michigan
$48K -$8.37K -430 -15%
MA
205
MCF Advisors
Kentucky
$46K
SGAM
206
Smith Group Asset Management
Texas
$44K +$9.42K +484 +26%
VCM
207
Versant Capital Management
Arizona
$42K +$8.23K +423 +24%
CJA
208
C-J Advisory
California
$42K +$41.5K +2,133 New
PFGIA
209
Patriot Financial Group Insurance Agency
Massachusetts
$38K +$24.3K +1,248 +166%
CAL
210
Capital Analysts LLC
Pennsylvania
$35K +$389 +20 +1%
MOS
211
MGO One Seven
Ohio
$34K +$34.2K +1,760 New
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$28K +$5.06K +260 +23%
SWA
213
Sutton Wealth Advisors
Florida
$21.5K
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$19K -$23.6K -1,212 -55%
RFC
215
Regions Financial Corp
Alabama
$18K +$17.7K +911 New
HNB
216
Huntington National Bank
Ohio
$14K
RPC
217
Rossmore Private Capital
Connecticut
$11.7K +$11.6K +598 New
IDBONY
218
Israel Discount Bank of New York
New York
$11K
GWM
219
Geneos Wealth Management
Colorado
$9K -$28.7K -1,476 -76%
CG
220
Cutler Group
California
$7K -$15.3K -785 -68%
STA
221
Summit Trail Advisors
New York
$7K +$7.72K +397 New
DOA
222
D'Orazio & Associates
Virginia
$6K
IA
223
IFP Advisors
Florida
$4K -$71.3K -3,663 -94%
AIM
224
Advantage Investment Management
Iowa
$4K -$3.85K -198 -47%
CFA
225
Carroll Financial Associates
North Carolina
$4K

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.