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Kite Realty

180 hedge funds and large institutions have $1.2B invested in Kite Realty in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $900M → $1.2B (+$300M)

2.29% more ownership

Funds ownership: 93%95.29% (+2.3%)

3% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 64

4% less funds holding

Funds holding: 188180 (-8)

30% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 23

89% less call options, than puts

Call options by funds: $258K | Put options by funds: $2.44M

Holders
180
Holders Change
-8
Holders Change %
-4.26%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
62
Reduced
64
Closed
23
Calls
$258K
Puts
$2.44M
Net Calls
-$2.18M
Net Calls Change
-$245K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$221M +$5.76M +433,698 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$195M +$3.52M +265,376 +2%
Macquarie Group
3
Macquarie Group
Australia
$77.7M +$3.75M +282,671 +6%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$66.2M +$1.98M +149,150 +3%
State Street
5
State Street
Massachusetts
$64.5M -$231K -17,370 -0.4%
American Century Companies
6
American Century Companies
Missouri
$43.9M +$499K +37,589 +1%
ICOM
7
Investment Counselors of Maryland
Maryland
$34.8M +$1.6M +120,566 +5%
H2CM
8
H/2 Credit Manager
Connecticut
$29.9M +$26.6M +2,001,199 New
Northern Trust
9
Northern Trust
Illinois
$23.5M -$112K -8,444 -0.5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$23.4M -$868K -65,367 -4%
JP Morgan Chase
11
JP Morgan Chase
New York
$22.5M -$1.57M -118,487 -7%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$21.7M -$218K -16,430 -1%
Renaissance Technologies
13
Renaissance Technologies
New York
$20.2M -$6.69M -504,197 -27%
LSV Asset Management
14
LSV Asset Management
Illinois
$20M +$5.92M +445,977 +50%
Charles Schwab
15
Charles Schwab
California
$18.7M +$412K +31,023 +3%
ClearBridge Investments
16
ClearBridge Investments
New York
$18.4M +$471K +35,438 +3%
Norges Bank
17
Norges Bank
Norway
$17.4M
Bank of New York Mellon
18
Bank of New York Mellon
New York
$15.6M -$3.34M -251,455 -19%
Deutsche Bank
19
Deutsche Bank
Germany
$13.7M +$6.95M +523,722 +133%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$13.6M +$4.26M +320,500 +54%
BC
21
Brookfield Corp
Ontario, Canada
$11.7M +$857K +64,562 +9%
Legal & General Group
22
Legal & General Group
United Kingdom
$11.4M +$37.8K +2,846 +0.4%
Bank of America
23
Bank of America
North Carolina
$11.1M +$155K +11,689 +2%
N
24
Nuveen
North Carolina
$10.9M +$1.41M +106,100 +17%
PP
25
Prudential plc
United Kingdom
$10.2M +$48.5K +3,650 +0.5%

KRG Hedge Fund Activity: Q4 2020 in Review

180 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q4 2020, worth a combined $1.2B — up 33% from $900M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KRG and 16 opened new positions — a net loss of 7 holders — while 64 trimmed existing stakes and 62 added.

The largest buyer was Deutsche Bank, adding an estimated $6.95M. The largest seller was Victory Capital Management, cutting an estimated $7.25M.

  • 180 institutional investors held Kite Realty (KRG) as of Q4 2020, down from 188 in Q3 2020.
  • Funds reported $1.2B of Kite Realty stock for Q4 2020, up 33% quarter-over-quarter.
  • 16 funds opened new Kite Realty positions in Q4 2020 and 23 closed out, a net change of -7 holders.
  • The largest Kite Realty buyer in Q4 2020 was Deutsche Bank, an estimated $6.95M added.
  • The largest Kite Realty seller in Q4 2020 was Victory Capital Management, an estimated $7.25M sold.

Based on aggregated 13F filings for Q4 2020.