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Kroger
KR

691 hedge funds and large institutions have $24.8B invested in Kroger in 2014 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 239 increasing their positions, 260 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 36

24% more capital invested

Capital invested by funds: $19.9B → $24.8B (+$4.85B)

21% more funds holding in top 10

Funds holding in top 10: 29 → 35 (+6)

11% more funds holding

Funds holding: 620 → 691 (+71)

8% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 260

3.06% less ownership

Funds ownership: 156.5% → 153.44% (-3.1%)

34% less call options, than puts

Call options by funds: $84M | Put options by funds: $127M

Holders
691
Holders Change
+71
Holders Change %
+11.45%
% of All Funds
18.43%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.93%
New
116
Increased
239
Reduced
260
Closed
36
Calls
$84M
Puts
$127M
Net Calls
-$43.2M
Net Calls Change
-$10.2M

Top Buyers

1
BA
BlackRock Advisors
Delaware
+$226M
2
Capital World Investors
Capital World Investors
California
+$188M
3
FAM
Fred Alger Management
New York
+$93.8M
4
BIM
BlackRock Investment Management
Delaware
+$71.5M
5
Citadel Advisors
Citadel Advisors
Florida
+$68.6M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$276M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$141M
3
JP Morgan Chase
JP Morgan Chase
New York
-$137M
4
Goldman Sachs
Goldman Sachs
New York
-$105M
5
BIT
BlackRock Institutional Trust
California
-$96.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
376
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.68M +$237K +8,192 +19%
Twin Tree Management
377
Twin Tree Management
Texas
$1.68M +$1.52M +52,374 New
ACM
378
Axel Capital Management
New York
$1.67M – – –
WB
379
WesBanco Bank
West Virginia
$1.67M +$28.9K +1,000 +2%
CC
380
ClearArc Capital
Ohio
$1.64M +$77.9K +2,692 +6%
CB
381
Commerce Bank
Missouri
$1.62M -$25.2K -870 -2%
BOS
382
Bingham Osborn & Scarborough
California
$1.61M -$18.2K -630 -1%
SIM
383
Sentry Investment Management
Wisconsin
$1.59M – – –
PA
384
Profund Advisors
Maryland
$1.56M +$280K +9,676 +25%
REMPR
385
Roof Eidam Maycock Peralta (REMP)
California
$1.53M +$1.38M +47,710 New
HFS
386
HL Financial Services
Kentucky
$1.48M -$40.5K -1,398 -3%
CWM
387
Confluence Wealth Management
Oregon
$1.47M +$1.32M +45,718 New
B
388
Baird
Wisconsin
$1.46M +$1.32M +45,494 New
VIA
389
Vident Investment Advisory
Georgia
$1.45M +$1.31M +45,284 New
TMAM
390
Tokio Marine Asset Management
Japan
$1.43M -$548K -18,942 -30%
IG
391
ING Group
Netherlands
$1.41M +$1.27M +43,980 New
V
392
Veritable
Delaware
$1.4M +$48.5K +1,674 +4%
RAM
393
RWC Asset Management
United Kingdom
$1.39M -$74.5K -2,574 -6%
HRIA
394
Haberer Registered Investment Advisor
Ohio
$1.38M +$103K +3,550 +9%
SO
395
STRS Ohio
Ohio
$1.37M +$854K +29,490 +225%
CG
396
Colony Group
Massachusetts
$1.36M -$4.69K -162 -0.4%
LCP
397
Lombardia Capital Partners
California
$1.36M -$13.5M -467,552 -92%
WRM
398
Westport Resources Management
Connecticut
$1.35M -$53.1K -1,836 -4%
MCM
399
Matarin Capital Management
New York
$1.35M – – –
PVWM
400
Point View Wealth Management
New Jersey
$1.35M -$91.2K -3,150 -7%
14 15
16
17 18

KR Hedge Fund Activity: Q4 2014 in Review

691 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q4 2014, worth a combined $24.8B — up 24% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new KR positions and 36 closed out — a net gain of 80 holders — while 239 added to existing stakes and 260 trimmed.

The largest buyer was BlackRock Advisors, adding an estimated $226M. The largest seller was Artisan Partners, cutting an estimated $276M.

  • 691 institutional investors held Kroger (KR) as of Q4 2014, up from 620 in Q3 2014.
  • Funds reported $24.8B of Kroger stock for Q4 2014, up 24% quarter-over-quarter.
  • 116 funds opened new Kroger positions in Q4 2014 and 36 closed out, a net change of +80 holders.
  • The largest Kroger buyer in Q4 2014 was BlackRock Advisors, an estimated $226M added.
  • The largest Kroger seller in Q4 2014 was Artisan Partners, an estimated $276M sold.

Based on aggregated 13F filings for Q4 2014.