Kroger
733 hedge funds and large institutions have $28.5B invested in Kroger in 2015 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 246 increasing their positions, 302 reducing their positions, and 43 closing their positions.
119% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 43
23% more funds holding in top 10
Funds holding in top 10: 35 → 43 (+8)
15% more capital invested
Capital invested by funds: $24.8B → $28.5B (+$3.66B)
6% more funds holding
Funds holding: 691 → 733 (+42)
0.3% less ownership
Funds ownership: 153.44% → 153.14% (-0.3%)
4% less call options, than puts
Call options by funds: $146M | Put options by funds: $152M
19% less repeat investments, than reductions
Existing positions increased: 246 | Existing positions reduced: 302
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$861M |
| 2 |
Jennison Associates
New York
|
+$566M |
| 3 |
Bank of New York Mellon
New York
|
+$109M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$82.7M |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
+$75.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$637M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$392M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$192M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
-$143M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$142M |
KR Hedge Fund Activity: Q1 2015 in Review
733 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q1 2015, worth a combined $28.5B — up 15% from $24.8B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new KR positions and 43 closed out — a net gain of 51 holders — while 246 added to existing stakes and 302 trimmed.
The largest buyer was Capital World Investors, adding an estimated $861M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $637M sold.
- 733 institutional investors held Kroger (KR) as of Q1 2015, up from 691 in Q4 2014.
- Funds reported $28.5B of Kroger stock for Q1 2015, up 15% quarter-over-quarter.
- 94 funds opened new Kroger positions in Q1 2015 and 43 closed out, a net change of +51 holders.
- The largest Kroger buyer in Q1 2015 was Capital World Investors, an estimated $861M added.
- The largest Kroger seller in Q1 2015 was Americafirst Capital Management, an estimated $637M sold.
Based on aggregated 13F filings for Q1 2015.