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Kite Realty

233 hedge funds and large institutions have $1.09B invested in Kite Realty in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 92 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

369% more call options, than puts

Call options by funds: $807K | Put options by funds: $172K

0.51% less ownership

Funds ownership: 93.23%92.72% (-0.51%)

5% less funds holding

Funds holding: 244233 (-11)

16% less capital invested

Capital invested by funds: $1.3B → $1.09B (-$205M)

22% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 92

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
233
Holders Change
-11
Holders Change %
-4.51%
% of All Funds
5.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
72
Reduced
92
Closed
32
Calls
$807K
Puts
$172K
Net Calls
+$635K
Net Calls Change
-$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$205M +$8.29M +527,076 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$182M -$1.09M -69,132 -0.5%
Macquarie Group
3
Macquarie Group
Australia
$58.7M +$6.02M +382,542 +10%
State Street
4
State Street
Massachusetts
$50.6M +$2.59M +164,938 +5%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$29.9M -$4.71M -299,337 -12%
Victory Capital Management
6
Victory Capital Management
Texas
$29M -$598K -38,009 -2%
American Century Companies
7
American Century Companies
Missouri
$24.2M -$20.7K -1,313 -0.1%
ICOM
8
Investment Counselors of Maryland
Maryland
$23.6M +$506K +32,171 +2%
Invesco
9
Invesco
Georgia
$23.3M +$6.59M +419,137 +34%
Northern Trust
10
Northern Trust
Illinois
$21.7M -$2.13M -135,322 -8%
N
11
Nuveen
North Carolina
$20.8M -$2.23M -142,081 -9%
Renaissance Technologies
12
Renaissance Technologies
New York
$18.8M +$8.3M +527,800 +65%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$18.6M -$337K -21,402 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$18.4M -$1.89M -119,900 -8%
Charles Schwab
15
Charles Schwab
California
$18.2M +$370K +23,510 +2%
Norges Bank
16
Norges Bank
Norway
$16.9M
Geode Capital Management
17
Geode Capital Management
Massachusetts
$16.1M +$1.67M +106,004 +10%
LSV Asset Management
18
LSV Asset Management
Illinois
$13.8M +$5.16M +328,247 +50%
Bank of America
19
Bank of America
North Carolina
$12.6M +$1.2M +76,026 +9%
PP
20
Prudential plc
United Kingdom
$12.5M +$70.8K +4,500 +0.5%
UIC
21
Uniplan Investment Counsel
Wisconsin
$12.4M -$827K -52,580 -6%
CFM
22
Coronation Fund Managers
South Africa
$11.7M -$1.01M -64,310 -7%
Ameriprise
23
Ameriprise
Minnesota
$10.5M +$5.16K +328 +0%
DGHMC
24
Dalton, Greiner, Hartman, Maher & Co
New York
$10.1M -$211K -13,435 -2%
Prudential Financial
25
Prudential Financial
New Jersey
$9.58M +$2.63M +167,256 +33%

KRG Hedge Fund Activity: Q4 2018 in Review

233 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q4 2018, worth a combined $1.09B — down 16% from $1.3B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of KRG and 24 opened new positions — a net loss of 8 holders — while 92 trimmed existing stakes and 72 added.

The largest buyer was Renaissance Technologies, adding an estimated $8.3M. The largest seller was Man Group, exiting entirely with an estimated $7.48M sold.

  • 233 institutional investors held Kite Realty (KRG) as of Q4 2018, down from 244 in Q3 2018.
  • Funds reported $1.09B of Kite Realty stock for Q4 2018, down 16% quarter-over-quarter.
  • 24 funds opened new Kite Realty positions in Q4 2018 and 32 closed out, a net change of -8 holders.
  • The largest Kite Realty buyer in Q4 2018 was Renaissance Technologies, an estimated $8.3M added.
  • The largest Kite Realty seller in Q4 2018 was Man Group, an estimated $7.48M sold.

Based on aggregated 13F filings for Q4 2018.