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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
SAM
351
Shell Asset Management
Netherlands
$1.7M
BSPF
352
British Steel Pension Fund
United Kingdom
$1.69M +$369K +13,000 +22%
LS
353
Livforsakringsbolaget Skandia
Sweden
$1.68M
PCM
354
Palouse Capital Management
Washington
$1.67M -$12.5K -442 -0.6%
ST
355
Spot Trading
Illinois
$1.67M +$1.3M +45,904 +178%
CIA
356
Choate Investment Advisors
Massachusetts
$1.66M -$176K -6,202 -8%
QI
357
Quotient Investors
New York
$1.65M +$96.4K +3,400 +5%
RJT
358
Raymond James Trust
Florida
$1.64M +$732K +25,818 +58%
HIH
359
HRS Investment Holdings
New York
$1.63M +$1.99M +70,000 New
ANTB
360
AMG National Trust Bank
Colorado
$1.63M +$1.03M +36,164 +107%
DVM
361
Dreman Value Management
Florida
$1.62M +$437K +15,422 +28%
PA
362
Pinnacle Associates
New York
$1.62M -$693K -24,413 -26%
IAS
363
IMA Advisory Services
Colorado
$1.61M +$1.26M +44,470 +180%
Nomura Holdings
364
Nomura Holdings
Japan
$1.61M +$1.96M +69,030 New
Victory Capital Management
365
Victory Capital Management
Texas
$1.61M -$9.61M -338,783 -83%
COPPSERS
366
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.58M -$21K -741 -1%
Tudor Investment Corp
367
Tudor Investment Corp
Connecticut
$1.57M +$1.91M +67,351 New
RIL
368
Rothschild Investment LLC
Illinois
$1.57M -$6.04M -212,880 -76%
BC
369
Bartlett & Co
Ohio
$1.56M +$28.4K +1,002 +2%
BHC
370
Bowen Hanes & Co
Florida
$1.56M -$184K -6,485 -9%
SEC
371
Seven Eight Capital
New York
$1.55M +$1.89M +66,508 New
Schroder Investment Management Group
372
Schroder Investment Management Group
United Kingdom
$1.54M -$6.01M -211,897 -76%
ZCM
373
Zebra Capital Management
Connecticut
$1.52M -$10.9K -386 -0.6%
EAM
374
Eagle Asset Management
Florida
$1.51M -$13K -457 -0.7%
CIA
375
Cascade Investment Advisors
Oregon
$1.51M +$287K +10,120 +19%

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.