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Kite Realty

226 hedge funds and large institutions have $1.26B invested in Kite Realty in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 81 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,057% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $65K

15% more capital invested

Capital invested by funds: $1.09B → $1.26B (+$164M)

1.07% more ownership

Funds ownership: 92.72%93.79% (+1.1%)

7% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 76

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 233226 (-7)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

Holders
226
Holders Change
-7
Holders Change %
-3%
% of All Funds
4.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
81
Reduced
76
Closed
23
Calls
$1.4M
Puts
$65K
Net Calls
+$1.34M
Net Calls Change
+$702K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$231M -$1.51M -95,499 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$213M +$6.61M +417,371 +3%
State Street
3
State Street
Massachusetts
$67.1M +$9.6M +605,962 +17%
Macquarie Group
4
Macquarie Group
Australia
$66.6M +$10.8K +684 +0%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$45.1M +$11.1M +699,379 +33%
Renaissance Technologies
6
Renaissance Technologies
New York
$30.3M +$8.83M +557,100 +42%
Invesco
7
Invesco
Georgia
$29.5M +$3.07M +193,594 +12%
American Century Companies
8
American Century Companies
Missouri
$29.1M +$1.63M +103,152 +6%
Victory Capital Management
9
Victory Capital Management
Texas
$28.3M -$4.55M -287,014 -14%
ICOM
10
Investment Counselors of Maryland
Maryland
$27.9M +$1.08M +68,048 +4%
Northern Trust
11
Northern Trust
Illinois
$24.5M -$180K -11,344 -0.7%
Charles Schwab
12
Charles Schwab
California
$21.9M +$1.24M +78,307 +6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$21.9M +$964K +60,867 +5%
N
14
Nuveen
North Carolina
$21.2M -$2.46M -155,169 -10%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$21.1M -$26.7K -1,685 -0.1%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$20M +$1.68M +105,891 +9%
Norges Bank
17
Norges Bank
Norway
$19.2M
LSV Asset Management
18
LSV Asset Management
Illinois
$15.7M
Bank of America
19
Bank of America
North Carolina
$15.6M +$1.3M +81,875 +9%
PP
20
Prudential plc
United Kingdom
$14.9M +$694K +43,800 +5%
UIC
21
Uniplan Investment Counsel
Wisconsin
$13M -$1.08M -67,936 -8%
Prudential Financial
22
Prudential Financial
New Jersey
$11.8M +$913K +57,635 +8%
Principal Financial Group
23
Principal Financial Group
Iowa
$10.8M -$96.1K -6,063 -0.9%
Ameriprise
24
Ameriprise
Minnesota
$10.2M -$1.64M -103,408 -14%
CIM
25
Centersquare Investment Management
Pennsylvania
$10.1M +$9.98M +629,666 +150,278%

KRG Hedge Fund Activity: Q1 2019 in Review

226 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q1 2019, worth a combined $1.26B — up 15% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KRG and 17 opened new positions — a net loss of 6 holders — while 76 trimmed existing stakes and 81 added.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $11.1M. The largest seller was Chilton Capital Management, exiting entirely with an estimated $8.09M sold.

  • 226 institutional investors held Kite Realty (KRG) as of Q1 2019, down from 233 in Q4 2018.
  • Funds reported $1.26B of Kite Realty stock for Q1 2019, up 15% quarter-over-quarter.
  • 17 funds opened new Kite Realty positions in Q1 2019 and 23 closed out, a net change of -6 holders.
  • The largest Kite Realty buyer in Q1 2019 was Fuller & Thaler Asset Management, an estimated $11.1M added.
  • The largest Kite Realty seller in Q1 2019 was Chilton Capital Management, an estimated $8.09M sold.

Based on aggregated 13F filings for Q1 2019.