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Kite Realty

234 hedge funds and large institutions have $1.7B invested in Kite Realty in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,061% more call options, than puts

Call options by funds: $2.51M | Put options by funds: $216K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

35% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 72

3% more funds holding

Funds holding: 228234 (+6)

2.07% more ownership

Funds ownership: 92.53%94.6% (+2.1%)

6% less capital invested

Capital invested by funds: $1.81B → $1.7B (-$115M)

Holders
234
Holders Change
+6
Holders Change %
+2.63%
% of All Funds
5.82%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
34
Increased
97
Reduced
72
Closed
21
Calls
$2.51M
Puts
$216K
Net Calls
+$2.29M
Net Calls Change
+$874K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$293M +$7.87M +346,198 +3%
BlackRock
2
BlackRock
New York
$265M +$278M +12,210,338 +9,657%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$143M -$71.9M -3,162,861 -32%
Principal Financial Group
4
Principal Financial Group
Iowa
$73.4M +$62.5M +2,750,414 +416%
State Street
5
State Street
Massachusetts
$70.7M +$3.2M +140,955 +4%
SCRM
6
Security Capital Research & Management
Illinois
$51M +$54M +2,373,875 New
Northern Trust
7
Northern Trust
Illinois
$36.4M +$1.38M +60,811 +4%
American Century Companies
8
American Century Companies
Missouri
$31.8M +$1.78M +78,176 +6%
Macquarie Group
9
Macquarie Group
Australia
$30M +$8.96M +394,143 +39%
REMS
10
Real Estate Management Services
$29.2M +$959K +42,200 +3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$28.4M -$22.9M -1,008,377 -43%
Victory Capital Management
12
Victory Capital Management
Texas
$27.4M +$2.75M +121,119 +11%
FM
13
Forward Management
California
$25.2M +$14.9M +657,400 +128%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$25M +$1.18M +52,057 +5%
EIP
15
Epoch Investment Partners
New York
$23.7M -$164K -7,197 -0.6%
UIC
16
Uniplan Investment Counsel
Wisconsin
$23.4M -$374K -16,464 -1%
NI
17
Numeric Investors
Massachusetts
$22.3M +$23.3M +1,024,841 +9,317%
Norges Bank
18
Norges Bank
Norway
$20.9M +$3.21M +141,421 +17%
JP Morgan Chase
19
JP Morgan Chase
New York
$18.4M -$1.53M -67,208 -7%
PS
20
Presima Securities
Quebec, Canada
$18.2M +$5.66M +248,900 +42%
DGHMC
21
Dalton, Greiner, Hartman, Maher & Co
New York
$17M +$487K +21,439 +3%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$16.5M +$498K +21,921 +3%
Federated Hermes
23
Federated Hermes
Pennsylvania
$16.1M +$1.66M +73,002 +11%
Morgan Stanley
24
Morgan Stanley
New York
$16.1M -$8.2M -360,584 -32%
KCM
25
Kennedy Capital Management
Missouri
$15.5M -$1.04M -45,865 -6%

KRG Hedge Fund Activity: Q1 2017 in Review

234 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q1 2017, worth a combined $1.7B — down 6.3% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new KRG positions and 21 closed out — a net gain of 13 holders — while 97 added to existing stakes and 72 trimmed.

The largest buyer was BlackRock, adding an estimated $278M. The largest seller was Fidelity Investments, cutting an estimated $71.9M.

  • 234 institutional investors held Kite Realty (KRG) as of Q1 2017, up from 228 in Q4 2016.
  • Funds reported $1.7B of Kite Realty stock for Q1 2017, down 6.3% quarter-over-quarter.
  • 34 funds opened new Kite Realty positions in Q1 2017 and 21 closed out, a net change of +13 holders.
  • The largest Kite Realty buyer in Q1 2017 was BlackRock, an estimated $278M added.
  • The largest Kite Realty seller in Q1 2017 was Fidelity Investments, an estimated $71.9M sold.

Based on aggregated 13F filings for Q1 2017.