Kroger
620 hedge funds and large institutions have $19.9B invested in Kroger in 2014 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 190 increasing their positions, 285 reducing their positions, and 37 closing their positions.
57% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 37
12% more funds holding in top 10
Funds holding in top 10: 26 → 29 (+3)
3% more funds holding
Funds holding: 604 → 620 (+16)
4% more capital invested
Capital invested by funds: $19.1B → $19.9B (+$809M)
3.13% less ownership
Funds ownership: 159.63% → 156.5% (-3.1%)
33% less repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 285
39% less call options, than puts
Call options by funds: $52.6M | Put options by funds: $85.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$177M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$108M |
| 3 |
Jennison Associates
New York
|
+$91.5M |
| 4 |
JP Morgan Chase
New York
|
+$88.9M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$49.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$194M |
| 2 |
Goldman Sachs
New York
|
-$190M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$94.1M |
| 4 |
CGI
CI Global Investments
Oakland,
California
|
-$65.7M |
| 5 |
Bank of New York Mellon
New York
|
-$55.4M |
KR Hedge Fund Activity: Q3 2014 in Review
620 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q3 2014, worth a combined $19.9B — up 4.2% from $19.1B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new KR positions and 37 closed out — a net gain of 21 holders — while 190 added to existing stakes and 285 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $177M. The largest seller was Norges Bank, cutting an estimated $194M.
- 620 institutional investors held Kroger (KR) as of Q3 2014, up from 604 in Q2 2014.
- Funds reported $19.9B of Kroger stock for Q3 2014, up 4.2% quarter-over-quarter.
- 58 funds opened new Kroger positions in Q3 2014 and 37 closed out, a net change of +21 holders.
- The largest Kroger buyer in Q3 2014 was AllianceBernstein, an estimated $177M added.
- The largest Kroger seller in Q3 2014 was Norges Bank, an estimated $194M sold.
Based on aggregated 13F filings for Q3 2014.