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Kroger
KR

862 hedge funds and large institutions have $22.3B invested in Kroger in 2020 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 346 increasing their positions, 310 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 310

2.05% more ownership

Funds ownership: 82.88% → 84.93% (+2%)

9% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 85

2% more capital invested

Capital invested by funds: $21.8B → $22.3B (+$440M)

0% more funds holding

Funds holding: 862 → 862 (0)

14% less call options, than puts

Call options by funds: $180M | Put options by funds: $209M

24% less funds holding in top 10

Funds holding in top 10: 25 → 19 (-6)

Holders
862
Holders Change
–
Holders Change %
0%
% of All Funds
17.39%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.38%
New
93
Increased
346
Reduced
310
Closed
85
Calls
$180M
Puts
$209M
Net Calls
-$29.4M
Net Calls Change
+$13.4M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$179M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$145M
3
JP Morgan Chase
JP Morgan Chase
New York
+$111M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$105M
5
Renaissance Technologies
Renaissance Technologies
New York
+$101M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$225M
2
Citadel Advisors
Citadel Advisors
Florida
-$163M
3
Two Sigma Investments
Two Sigma Investments
New York
-$111M
4
Franklin Resources
Franklin Resources
California
-$70.7M
5
CVA
Ceredex Value Advisors
Florida
-$69.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
376
Amalgamated Bank
New York
$1.49M -$34.6K -1,002 -2%
TRCT
377
Tower Research Capital (TRC)
New York
$1.49M +$895K +25,921 +143%
Northwestern Mutual Wealth Management
378
Northwestern Mutual Wealth Management
Wisconsin
$1.48M -$1.52M -44,059 -50%
NMIMC
379
Northwestern Mutual Investment Management Company
Wisconsin
$1.46M – – –
JIM
380
Jensen Investment Management
Oregon
$1.45M +$462K +13,370 +45%
NEI
381
Northwest & Ethical Investments
Ontario, Canada
$1.45M -$2.1M -60,684 -59%
B
382
Barings
North Carolina
$1.43M +$186K +5,391 +15%
ZIM
383
Zacks Investment Management
Illinois
$1.42M +$462K +13,383 +47%
Connor, Clark & Lunn Investment Management (CC&L)
384
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.41M +$806K +23,348 +128%
AIL
385
AGF Investments LLC
Ontario, Canada
$1.39M -$287K -8,302 -17%
SP
386
Symmetry Partners
Connecticut
$1.39M +$729K +21,099 +107%
BBVA
387
Banco Bilbao Vizcaya Argentaria
Spain
$1.37M -$967K -27,995 -41%
NGA
388
Naples Global Advisors
Florida
$1.36M -$10.4K -300 -0.7%
Daiwa Securities Group
389
Daiwa Securities Group
Japan
$1.36M +$128K +3,701 +10%
LSERS
390
Louisiana State Employees Retirement System
Louisiana
$1.34M +$197K +5,700 +17%
KAS
391
Kestra Advisory Services
Texas
$1.33M +$1.35M +39,145 New
OC
392
Oppenheimer & Co
New York
$1.33M +$406K +11,755 +43%
CIA
393
Choate Investment Advisors
Massachusetts
$1.33M -$32.1K -930 -2%
Luther King Capital Management (LKCM)
394
Luther King Capital Management (LKCM)
Texas
$1.32M +$25.1K +726 +2%
SLI
395
Sumitomo Life Insurance
Japan
$1.31M -$69.4K -2,010 -5%
JWCA
396
J.W. Coons Advisors
Ohio
$1.31M -$45.8K -1,325 -3%
HCM
397
Hollencrest Capital Management
California
$1.31M – – –
SB
398
Simmons Bank
Arkansas
$1.3M -$29.2K -845 -2%
ATC
399
Argent Trust Co
Tennessee
$1.3M – – –
RCA
400
Resonant Capital Advisors
Wisconsin
$1.28M +$155K +4,482 +13%
14 15
16
17 18

KR Hedge Fund Activity: Q3 2020 in Review

862 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q3 2020, worth a combined $22.3B — up 2% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new KR positions and 85 closed out — a net gain of 8 holders — while 346 added to existing stakes and 310 trimmed.

The largest buyer was Ameriprise, adding an estimated $179M. The largest seller was Capital Research Global Investors, cutting an estimated $225M.

  • 862 institutional investors held Kroger (KR) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $22.3B of Kroger stock for Q3 2020, up 2% quarter-over-quarter.
  • 93 funds opened new Kroger positions in Q3 2020 and 85 closed out, a net change of +8 holders.
  • The largest Kroger buyer in Q3 2020 was Ameriprise, an estimated $179M added.
  • The largest Kroger seller in Q3 2020 was Capital Research Global Investors, an estimated $225M sold.

Based on aggregated 13F filings for Q3 2020.