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Kite Realty

198 hedge funds and large institutions have $909M invested in Kite Realty in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 68 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $786M → $909M (+$123M)

4.94% less ownership

Funds ownership: 98.61%93.67% (-4.9%)

7% less funds holding

Funds holding: 212198 (-14)

10% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 68

26% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 39

88% less call options, than puts

Call options by funds: $240K | Put options by funds: $2.03M

Holders
198
Holders Change
-14
Holders Change %
-6.6%
% of All Funds
4.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
61
Reduced
68
Closed
39
Calls
$240K
Puts
$2.03M
Net Calls
-$1.79M
Net Calls Change
-$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$166M -$1.55M -154,755 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$153M -$2.44M -243,110 -2%
Macquarie Group
3
Macquarie Group
Australia
$54.8M -$3.08M -307,162 -6%
State Street
4
State Street
Massachusetts
$53.7M -$1.88M -187,161 -4%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$43.4M +$6.73M +669,981 +22%
Renaissance Technologies
6
Renaissance Technologies
New York
$30.1M -$6.18M -615,799 -19%
American Century Companies
7
American Century Companies
Missouri
$27.2M +$4.16M +414,361 +21%
JP Morgan Chase
8
JP Morgan Chase
New York
$23.4M +$3.69M +367,402 +22%
ICOM
9
Investment Counselors of Maryland
Maryland
$22.2M +$1.37M +136,906 +8%
Northern Trust
10
Northern Trust
Illinois
$18.6M -$141K -14,045 -0.9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$18.1M +$86.9K +8,649 +0.6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$15.8M +$181K +18,000 +1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$15.5M -$523K -52,053 -4%
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$14.9M +$13M +1,290,271 New
Charles Schwab
15
Charles Schwab
California
$14.1M -$4.12M -410,439 -25%
Norges Bank
16
Norges Bank
Norway
$14M +$319K +31,727 +3%
Victory Capital Management
17
Victory Capital Management
Texas
$13.9M -$13.4M -1,336,140 -53%
ClearBridge Investments
18
ClearBridge Investments
New York
$12.8M -$860K -85,629 -7%
N
19
Nuveen
North Carolina
$11.6M -$694K -69,064 -6%
LSV Asset Management
20
LSV Asset Management
Illinois
$10.6M -$411K -40,900 -4%
Prudential Financial
21
Prudential Financial
New Jersey
$10.4M -$192K -19,116 -2%
Bank of America
22
Bank of America
North Carolina
$9.13M -$1.56M -155,695 -16%
Legal & General Group
23
Legal & General Group
United Kingdom
$8.11M +$552K +54,973 +8%
Principal Financial Group
24
Principal Financial Group
Iowa
$7.26M -$196K -19,505 -3%
PP
25
Prudential plc
United Kingdom
$6.46M -$340K -33,900 -6%

KRG Hedge Fund Activity: Q2 2020 in Review

198 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q2 2020, worth a combined $909M — up 16% from $786M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of KRG and 29 opened new positions — a net loss of 10 holders — while 68 trimmed existing stakes and 61 added.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $13M. The largest seller was Citigroup, cutting an estimated $14.4M.

  • 198 institutional investors held Kite Realty (KRG) as of Q2 2020, down from 212 in Q1 2020.
  • Funds reported $909M of Kite Realty stock for Q2 2020, up 16% quarter-over-quarter.
  • 29 funds opened new Kite Realty positions in Q2 2020 and 39 closed out, a net change of -10 holders.
  • The largest Kite Realty buyer in Q2 2020 was Mirae Asset Global Investments, an estimated $13M added.
  • The largest Kite Realty seller in Q2 2020 was Citigroup, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2020.