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781 hedge funds and large institutions have $18.3B invested in Kroger in 2017 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 224 increasing their positions, 312 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 87

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

28% more capital invested

Capital invested by funds: $14.3B → $18.3B (+$4.06B)

10% more funds holding

Funds holding: 711781 (+70)

4.13% less ownership

Funds ownership: 79.92%75.79% (-4.1%)

28% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 312

46% less call options, than puts

Call options by funds: $335M | Put options by funds: $618M

Holders
781
Holders Change
+70
Holders Change %
+9.85%
% of All Funds
17.71%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.29%
New
164
Increased
224
Reduced
312
Closed
87
Calls
$335M
Puts
$618M
Net Calls
-$282M
Net Calls Change
-$48.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DVM
376
Dreman Value Management
Florida
$1.39M -$620K -26,640 -34%
BPM
377
Bronson Point Management
Connecticut
$1.37M -$5.82M -250,000 -83%
ERSOT
378
Employees Retirement System of Texas
Texas
$1.37M -$489K -21,000 -30%
Public Sector Pension Investment Board (PSP Investments)
379
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.35M -$1.26M -54,100 -52%
N
380
Nuveen
North Carolina
$1.34M -$15.7K -674 -1%
CIBC World Market
381
CIBC World Market
Ontario, Canada
$1.34M -$160K -6,870 -12%
CSS
382
Cubist Systematic Strategies
Connecticut
$1.34M -$371K -15,944 -25%
ARTA
383
A.R.T. Advisors
New York
$1.32M +$661K +28,400 +143%
SFM
384
Systematic Financial Management
New Jersey
$1.32M +$1.12M +48,025 New
LCM
385
Laurion Capital Management
New York
$1.29M -$4.2M -180,156 -79%
MBTD
386
Mechanics Bank - Trust Department
California
$1.28M -$140K -6,000 -11%
CAN
387
Cetera Advisor Networks
California
$1.28M +$619K +26,575 +132%
AIM
388
Advantage Investment Management
Iowa
$1.28M +$23.9K +1,025 +2%
DILIC
389
Dai-ichi Life Insurance Company
Japan
$1.25M
MCM
390
Monarch Capital Management
Indiana
$1.24M +$119K +5,100 +13%
PFA
391
Paradigm Financial Advisors
Missouri
$1.24M +$666K +28,590 +172%
CBTWT
392
Community Bank & Trust (Waco, Texas)
Texas
$1.24M -$31.4K -1,350 -3%
FEG
393
Fund Evaluation Group
Ohio
$1.24M +$1.05M +45,000 New
GL
394
GLG LLC
New York
$1.22M +$1.04M +44,506 New
SIA
395
SeaBridge Investment Advisors
New Jersey
$1.2M +$1.02M +43,617 New
MME
396
Meag Munich Ergo
Germany
$1.2M -$1.03M -44,436 -51%
SIC
397
Schwartz Investment Counsel
Michigan
$1.17M +$997K +42,800 New
VF
398
Virtu Financial
New York
$1.16M +$152K +6,515 +18%
ZCA
399
Zeke Capital Advisors
Pennsylvania
$1.15M +$614K +26,363 +168%
PA
400
Pinnacle Associates
New York
$1.13M -$318K -13,640 -25%

KR Hedge Fund Activity: Q4 2017 in Review

781 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q4 2017, worth a combined $18.3B — up 28% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new KR positions and 87 closed out — a net gain of 77 holders — while 224 added to existing stakes and 312 trimmed.

The largest buyer was Sanders Capital, opening a new position worth an estimated $227M. The largest seller was Capital Research Global Investors, cutting an estimated $528M.

  • 781 institutional investors held Kroger (KR) as of Q4 2017, up from 711 in Q3 2017.
  • Funds reported $18.3B of Kroger stock for Q4 2017, up 28% quarter-over-quarter.
  • 164 funds opened new Kroger positions in Q4 2017 and 87 closed out, a net change of +77 holders.
  • The largest Kroger buyer in Q4 2017 was Sanders Capital, an estimated $227M added.
  • The largest Kroger seller in Q4 2017 was Capital Research Global Investors, an estimated $528M sold.

Based on aggregated 13F filings for Q4 2017.