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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
BOH
401
Bank of Hawaii
Hawaii
$1.33M +$76.4K +2,640 +7%
CB
402
Chemical Bank
Michigan
$1.33M +$96.1K +3,320 +9%
Neuberger Berman Group
403
Neuberger Berman Group
New York
$1.32M +$23.3K +804 +2%
CFB
404
Cullen/Frost Bankers
Texas
$1.31M +$869K +30,020 +278%
SC
405
Scotia Capital
Ontario, Canada
$1.31M -$981K -33,906 -45%
PRCM
406
Pine River Capital Management
Minnesota
$1.31M +$895K +30,936 +315%
SFP
407
Santa Fe Partners
New Mexico
$1.3M +$1.17M +40,568 New
DL
408
Delta Lloyd
Netherlands
$1.3M +$55K +1,900 +5%
SCM
409
Shelton Capital Management
Colorado
$1.29M +$260K +9,000 +29%
Envestnet Asset Management
410
Envestnet Asset Management
Illinois
$1.29M -$648K -22,376 -36%
CA
411
Cornerstone Advisors
North Carolina
$1.28M – – –
RCM
412
Rotella Capital Management
Washington
$1.28M +$1.15M +39,848 New
EWM
413
Elite Wealth Management
Washington
$1.27M -$298K -10,290 -21%
JMPWA
414
JP Morgan Private Wealth Advisors
California
$1.27M +$434K +15,008 +61%
MYAM
415
Meiji Yasuda Asset Management
Japan
$1.26M -$66.6K -2,300 -6%
SC
416
SouthState Corp
Florida
$1.25M +$1.13M +38,874 New
PNC
417
Park National Corp
Ohio
$1.25M +$29.7K +1,026 +3%
DC
418
Davenport & Co
Virginia
$1.23M -$69.5K -2,400 -6%
HighTower Advisors
419
HighTower Advisors
Illinois
$1.21M +$225K +7,778 +26%
NCA
420
NCM Capital Advisers
North Carolina
$1.19M -$23.2K -800 -2%
SJIM
421
St. Johns Investment Management
Florida
$1.17M +$30.1K +1,040 +3%
RFC
422
Regions Financial Corp
Alabama
$1.15M +$56.2K +1,940 +6%
OMCS
423
Old Mutual Customised Solutions
South Africa
$1.14M +$34.7K +1,200 +4%
MERSOM
424
Municipal Employees' Retirement System of Michigan
Michigan
$1.13M – – –
SGA
425
Strategic Global Advisors
California
$1.13M +$1.02M +35,076 New
15 16
17
18 19

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.