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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$277M +$9.09M +467,049 +3%
BlackRock
2
BlackRock
New York
$270M +$28.3M +1,455,741 +12%
State Street
3
State Street
Massachusetts
$65.6M +$2.84M +145,784 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$51.6M -$17.7M -910,074 -26%
Macquarie Group
5
Macquarie Group
Australia
$50.4M +$4.22M +217,020 +9%
SCRM
6
Security Capital Research & Management
Illinois
$46.6M -$28.5M -1,464,750 -38%
Northern Trust
7
Northern Trust
Illinois
$34.8M +$509K +26,155 +1%
American Century Companies
8
American Century Companies
Missouri
$33.6M +$4.02M +206,839 +14%
Victory Capital Management
9
Victory Capital Management
Texas
$31.8M +$536K +27,535 +2%
NI
10
Numeric Investors
Massachusetts
$28.4M +$11M +563,100 +64%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$27M +$1.51M +77,821 +6%
Charles Schwab
12
Charles Schwab
California
$26.3M +$2.44M +125,549 +10%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$25.6M +$679K +34,885 +3%
Norges Bank
14
Norges Bank
Norway
$23.6M +$1.4M +71,980 +6%
UIC
15
Uniplan Investment Counsel
Wisconsin
$23M +$815K +41,880 +4%
ICOM
16
Investment Counselors of Maryland
Maryland
$22.8M +$243K +12,472 +1%
N
17
Nuveen
North Carolina
$22.8M +$4.85M +249,049 +27%
EIP
18
Epoch Investment Partners
New York
$20.5M -$1.3M -66,885 -6%
CIMLRA
19
CBRE Investment Management Listed Real Assets
Pennsylvania
$19.6M +$19.5M +1,001,746 New
Invesco
20
Invesco
Georgia
$17.7M +$12.6M +649,181 +254%
SCM
21
Sorin Capital Management
Connecticut
$17.5M -$1.4M -71,938 -7%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$16.5M +$450K +23,132 +3%
Goldman Sachs
23
Goldman Sachs
New York
$16.4M -$7.51M -385,959 -32%
DGHMC
24
Dalton, Greiner, Hartman, Maher & Co
New York
$16.1M +$531K +27,302 +3%
PP
25
Prudential plc
United Kingdom
$15.6M +$2.46M +126,400 +19%

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.