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Kite Realty

220 hedge funds and large institutions have $1.17B invested in Kite Realty in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $610K | Put options by funds: $481K

3% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 69

1.97% less ownership

Funds ownership: 93.79%91.81% (-2%)

3% less funds holding

Funds holding: 226220 (-6)

7% less capital invested

Capital invested by funds: $1.26B → $1.17B (-$91M)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
220
Holders Change
-6
Holders Change %
-2.65%
% of All Funds
4.78%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
71
Reduced
69
Closed
28
Calls
$610K
Puts
$481K
Net Calls
+$129K
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$215M -$4.42M -279,878 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$191M -$11.1M -702,936 -5%
State Street
3
State Street
Massachusetts
$68.2M +$4.89M +309,667 +7%
Macquarie Group
4
Macquarie Group
Australia
$65.6M +$2.6M +164,389 +4%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$42.9M +$241K +15,231 +0.5%
Renaissance Technologies
6
Renaissance Technologies
New York
$37.5M +$9.17M +580,700 +31%
Invesco
7
Invesco
Georgia
$30.7M +$2.89M +182,824 +10%
American Century Companies
8
American Century Companies
Missouri
$28.4M +$902K +57,112 +3%
ICOM
9
Investment Counselors of Maryland
Maryland
$26.7M +$291K +18,442 +1%
N
10
Nuveen
North Carolina
$24.5M +$4.69M +297,063 +22%
Victory Capital Management
11
Victory Capital Management
Texas
$23.9M -$3.04M -192,220 -11%
Northern Trust
12
Northern Trust
Illinois
$23.6M +$431K +27,276 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$22.2M +$1.53M +96,957 +7%
Charles Schwab
14
Charles Schwab
California
$21.2M +$522K +33,049 +2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$20.6M +$1.74M +110,333 +9%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$19.8M -$154K -9,720 -0.7%
Norges Bank
17
Norges Bank
Norway
$18.2M
LSV Asset Management
18
LSV Asset Management
Illinois
$14.8M -$77.4K -4,900 -0.5%
Prudential Financial
19
Prudential Financial
New Jersey
$13.2M +$2.15M +135,921 +18%
Bank of America
20
Bank of America
North Carolina
$12.5M -$2.44M -154,294 -16%
PP
21
Prudential plc
United Kingdom
$12.3M -$1.87M -118,600 -13%
Principal Financial Group
22
Principal Financial Group
Iowa
$10.2M -$6.3K -399 -0.1%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$9.57M +$242K +15,343 +2%
Ameriprise
24
Ameriprise
Minnesota
$9.3M -$384K -24,282 -4%
Legal & General Group
25
Legal & General Group
United Kingdom
$8.11M +$970K +61,377 +13%

KRG Hedge Fund Activity: Q2 2019 in Review

220 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q2 2019, worth a combined $1.17B — down 7.2% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of KRG and 25 opened new positions — a net loss of 3 holders — while 69 trimmed existing stakes and 71 added.

The largest buyer was Renaissance Technologies, adding an estimated $9.17M. The largest seller was Uniplan Investment Counsel, exiting entirely with an estimated $13M sold.

  • 220 institutional investors held Kite Realty (KRG) as of Q2 2019, down from 226 in Q1 2019.
  • Funds reported $1.17B of Kite Realty stock for Q2 2019, down 7.2% quarter-over-quarter.
  • 25 funds opened new Kite Realty positions in Q2 2019 and 28 closed out, a net change of -3 holders.
  • The largest Kite Realty buyer in Q2 2019 was Renaissance Technologies, an estimated $9.17M added.
  • The largest Kite Realty seller in Q2 2019 was Uniplan Investment Counsel, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2019.