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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
NB
376
Norinchukin Bank
Japan
$1.48M +$93.2K +3,287 +5%
AG
377
Advisor Group
Arizona
$1.45M +$649K +22,896 +58%
DZ Bank
378
DZ Bank
Germany
$1.41M +$890K +31,359 +108%
LMGAM
379
Liberty Mutual Group Asset Management
Massachusetts
$1.4M +$228K +8,028 +15%
PAM
380
Panagora Asset Management
Massachusetts
$1.39M +$209K +7,379 +14%
AAM
381
Advisors Asset Management
Colorado
$1.38M -$519K -18,281 -24%
HAI
382
Hennessy Advisors Inc
California
$1.38M -$128K -4,500 -7%
CEP
383
Chicago Equity Partners
Illinois
$1.38M -$96K -3,385 -5%
AWP
384
Ascent Wealth Partners
New York
$1.38M +$55.6K +1,960 +3%
MC
385
Menta Capital
California
$1.37M -$698K -24,600 -30%
KRS
386
Kentucky Retirement Systems
Kentucky
$1.36M -$20.9K -738 -1%
FAM
387
Formidable Asset Management
Ohio
$1.34M +$1.64M +57,664 New
FCM
388
Forester Capital Management
Illinois
$1.34M -$182K -6,433 -10%
SSB
389
Sandy Spring Bank
Maryland
$1.34M +$1.62M +57,175 +26,717%
HCA
390
Horan Capital Advisors
Ohio
$1.33M +$173K +6,085 +12%
LSERS
391
Louisiana State Employees Retirement System
Louisiana
$1.32M -$5.67K -200 -0.4%
FWM
392
Frontier Wealth Management
Missouri
$1.31M +$28 +1 +0%
HCM
393
Horrell Capital Management
Arkansas
$1.3M +$38.6K +1,362 +2%
OC
394
Oppenheimer & Co
New York
$1.3M +$138K +4,868 +10%
SB
395
Suntrust Banks
Georgia
$1.29M -$467K -16,459 -23%
MBTD
396
Mechanics Bank - Trust Department
California
$1.27M -$128K -4,500 -8%
ST
397
Sentinel Trust
Texas
$1.26M -$1.75M -61,700 -53%
Janney Montgomery Scott
398
Janney Montgomery Scott
Pennsylvania
$1.26M -$54.7K -1,929 -3%
BC
399
Barnett & Company
Tennessee
$1.26M +$149K +5,250 +11%
AIM
400
Acropolis Investment Management
Missouri
$1.22M -$182K -6,400 -11%

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.