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Kite Realty

147 hedge funds and large institutions have $848M invested in Kite Realty in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 93 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 21

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

54% more capital invested

Capital invested by funds: $550M → $848M (+$298M)

8% more funds holding

Funds holding: 136147 (+11)

0.93% more ownership

Funds ownership: 24.75%25.68% (+0.93%)

Holders
147
Holders Change
+11
Holders Change %
+8.09%
% of All Funds
4.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
93
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$95.5M +$20.4M +803,185 +28%
Vanguard Group
2
Vanguard Group
Pennsylvania
$84.2M +$26.3M +1,034,679 +48%
CWAM
3
Columbia Wanger Asset Management
Illinois
$62.4M +$14.1M +552,500 +30%
BFA
4
BlackRock Fund Advisors
California
$49.3M +$15M +588,010 +46%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$48.9M -$228K -8,950 -0.5%
Deutsche Bank
6
Deutsche Bank
Germany
$45.4M +$42.4M +1,667,227 +2,719%
BIT
7
BlackRock Institutional Trust
California
$33.7M +$9.2M +361,504 +39%
N
8
Nuveen
North Carolina
$32.3M +$2.25M +88,280 +8%
SCRM
9
Security Capital Research & Management
Illinois
$27.7M +$26.8M +1,052,400 New
AllianceBernstein
10
AllianceBernstein
Tennessee
$22.7M +$10.9M +428,028 +99%
MCM
11
Munder Capital Management
Michigan
$21.4M +$4.85M +190,336 +30%
Prudential Financial
12
Prudential Financial
New Jersey
$21.2M +$6.42M +251,994 +46%
AAMU
13
APG Asset Management US
New York
$20.9M +$324K +12,720 +2%
Northern Trust
14
Northern Trust
Illinois
$19.6M +$3.98M +156,408 +27%
ACM
15
Adelante Capital Management
California
$19.1M +$4.14M +162,698 +29%
KCM
16
Kennedy Capital Management
Missouri
$18.3M +$655K +25,727 +4%
ICOM
17
Investment Counselors of Maryland
Maryland
$18M +$1.2M +47,125 +7%
State Street
18
State Street
Massachusetts
$17.4M +$4.74M +186,268 +39%
UOC
19
UBS O'Connor
Illinois
$12.1M +$11.7M +458,659 New
REMS
20
Real Estate Management Services
$12M +$1M +39,445 +9%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$8.99M +$2.58M +101,515 +42%
Ameriprise
22
Ameriprise
Minnesota
$8.46M +$748K +29,388 +10%
Principal Financial Group
23
Principal Financial Group
Iowa
$7.57M +$1.5M +58,749 +26%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$6.54M +$621K +24,410 +11%
JP Morgan Chase
25
JP Morgan Chase
New York
$6.52M +$36.3K +1,424 +0.6%

KRG Hedge Fund Activity: Q4 2013 in Review

147 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q4 2013, worth a combined $848M — up 54% from $550M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new KRG positions and 7 closed out — a net gain of 12 holders — while 93 added to existing stakes and 21 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $42.4M. The largest seller was TFS Capital, exiting entirely with an estimated $3.74M sold.

  • 147 institutional investors held Kite Realty (KRG) as of Q4 2013, up from 136 in Q3 2013.
  • Funds reported $848M of Kite Realty stock for Q4 2013, up 54% quarter-over-quarter.
  • 19 funds opened new Kite Realty positions in Q4 2013 and 7 closed out, a net change of +12 holders.
  • The largest Kite Realty buyer in Q4 2013 was Deutsche Bank, an estimated $42.4M added.
  • The largest Kite Realty seller in Q4 2013 was TFS Capital, an estimated $3.74M sold.

Based on aggregated 13F filings for Q4 2013.