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754 hedge funds and large institutions have $16B invested in Kroger in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 300 increasing their positions, 277 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 277

4% more call options, than puts

Call options by funds: $251M | Put options by funds: $241M

2.4% less ownership

Funds ownership: 78.61%76.21% (-2.4%)

3% less funds holding

Funds holding: 780754 (-26)

15% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 122

25% less capital invested

Capital invested by funds: $21.2B → $16B (-$5.23B)

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
754
Holders Change
-26
Holders Change %
-3.33%
% of All Funds
18.8%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
104
Increased
300
Reduced
277
Closed
122
Calls
$251M
Puts
$241M
Net Calls
+$9.78M
Net Calls Change
-$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
251
Westpac Banking Corp
Australia
$3.55M -$2.33M -82,055 -35%
ZIG
252
Zurich Insurance Group
Switzerland
$3.55M +$18.3K +645 +0.4%
XK
253
Xact Kapitalforvaltning
Sweden
$3.5M +$162K +5,724 +4%
HAM
254
Harber Asset Management
North Carolina
$3.5M +$4.26M +150,000 New
MAM
255
Meeder Asset Management
Ohio
$3.36M -$164K -5,790 -4%
NG
256
NatWest Group
United Kingdom
$3.36M +$358K +12,618 +10%
FP
257
FDO Partners
Massachusetts
$3.36M -$223K -7,859 -5%
WA
258
Wasatch Advisors
Utah
$3.33M +$4.05M +142,869 New
WC
259
Whitney & Co
New York
$3.31M -$60.3K -2,125 -1%
FNBOH
260
First National Bank of Hutchinson
Kansas
$3.27M -$5.99M -211,205 -60%
HCS
261
Harvest Capital Strategies
California
$3.27M +$3.97M +140,000 New
TF
262
TIAA FSB
Florida
$3.27M +$3.97M +140,017 New
LPL Financial
263
LPL Financial
California
$3.24M +$3.12M +109,975 +381%
BA
264
Boston Advisors
Massachusetts
$3.23M -$11.3M -397,707 -74%
Kayne Anderson Rudnick Investment Management
265
Kayne Anderson Rudnick Investment Management
California
$3.22M -$114K -4,031 -3%
Nomura Asset Management
266
Nomura Asset Management
Japan
$3.22M +$284K +10,029 +8%
TAF
267
Tredje AP-fonden
Sweden
$3.19M +$180K +6,340 +5%
Mitsubishi UFJ Asset Management
268
Mitsubishi UFJ Asset Management
Japan
$3.14M -$282K -9,930 -7%
BGC
269
Blue Granite Capital
South Carolina
$3.09M +$353K +12,450 +10%
CRB
270
Chad R. Baker
$3.07M
SI
271
Stephens Inc
Arkansas
$3.04M +$2.47M +87,046 +200%
CWM
272
CIBC World Markets
New York
$3.01M -$4.89M -172,540 -57%
GLA
273
Great Lakes Advisors
Illinois
$2.99M -$2.57M -90,710 -41%
RCM
274
Riverhead Capital Management
Delaware
$2.97M +$1.01M +35,667 +39%
MSA
275
Mason Street Advisors
Wisconsin
$2.95M -$29.2K -1,031 -0.8%

KR Hedge Fund Activity: Q2 2017 in Review

754 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q2 2017, worth a combined $16B — down 25% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of KR and 104 opened new positions — a net loss of 18 holders — while 277 trimmed existing stakes and 300 added.

The largest buyer was Aristotle Capital Management, adding an estimated $239M. The largest seller was Capital Research Global Investors, cutting an estimated $787M.

  • 754 institutional investors held Kroger (KR) as of Q2 2017, down from 780 in Q1 2017.
  • Funds reported $16B of Kroger stock for Q2 2017, down 25% quarter-over-quarter.
  • 104 funds opened new Kroger positions in Q2 2017 and 122 closed out, a net change of -18 holders.
  • The largest Kroger buyer in Q2 2017 was Aristotle Capital Management, an estimated $239M added.
  • The largest Kroger seller in Q2 2017 was Capital Research Global Investors, an estimated $787M sold.

Based on aggregated 13F filings for Q2 2017.