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747 hedge funds and large institutions have $16.6B invested in Kroger in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 268 increasing their positions, 275 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 612 (+6)

35% more call options, than puts

Call options by funds: $442M | Put options by funds: $328M

26% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 82

17% more capital invested

Capital invested by funds: $14.1B → $16.6B (+$2.45B)

2% more funds holding

Funds holding: 730747 (+17)

3% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 275

1.57% less ownership

Funds ownership: 81.79%80.22% (-1.6%)

Holders
747
Holders Change
+17
Holders Change %
+2.33%
% of All Funds
16.38%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.26%
New
103
Increased
268
Reduced
275
Closed
82
Calls
$442M
Puts
$328M
Net Calls
+$114M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
401
Schwartz Investment Counsel
Michigan
$806K +$34.9K +1,500 +5%
VFA
402
Voya Financial Advisors
Connecticut
$805K +$39.2K +1,683 +6%
DY
403
Dowling & Yahnke
California
$799K -$91.6K -3,935 -11%
NMIMC
404
Northwestern Mutual Investment Management Company
Wisconsin
$784K -$4.17K -179 -0.6%
JFGIW
405
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$784K +$372K +15,994 +111%
V
406
Veritable
Delaware
$774K +$130K +5,596 +23%
RC
407
RBF Capital
California
$773K
DLG
408
Daniel L. Goodwin
$765K
CBTWT
409
Community Bank & Trust (Waco, Texas)
Texas
$760K -$75.6K -3,250 -10%
CAC
410
Certified Advisory Corp
Florida
$759K +$7.35K +316 +1%
BOH
411
Bank of Hawaii
Hawaii
$754K -$215K -9,222 -24%
CIM
412
Contrarius Investment Management
Jersey
$752K
VCM
413
Violich Capital Management
California
$741K
MAM
414
Meeder Asset Management
Ohio
$737K -$1.5M -64,629 -69%
PFPT
415
Pinnacle Financial Partners (Tennessee)
Tennessee
$737K +$791 +34 +0.1%
BWM
416
Buckley Wealth Management
Nevada
$732K +$30.9K +1,330 +5%
Brown Advisory
417
Brown Advisory
Maryland
$729K -$130K -5,603 -17%
SWP
418
Stratos Wealth Partners
Ohio
$728K -$29.2K -1,257 -4%
LWM
419
Lenox Wealth Management
Ohio
$725K +$63.6K +2,732 +11%
MIAS
420
Mason Investment Advisory Services
Virginia
$707K +$638K +27,419 New
ECM
421
Everence Capital Management
Indiana
$706K +$365K +15,670 +134%
HKIM
422
Hayek Kallen Investment Management
Alabama
$690K
QCM
423
Quest Capital Management
Texas
$687K +$63.4K +2,725 +11%
BFA
424
Benedict Financial Advisors
Georgia
$685K +$27.8K +1,194 +5%
IB
425
Intrust Bank
Kansas
$644K -$67.7K -2,911 -10%

KR Hedge Fund Activity: Q3 2019 in Review

747 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q3 2019, worth a combined $16.6B — up 17% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new KR positions and 82 closed out — a net gain of 21 holders — while 268 added to existing stakes and 275 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $135M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $215M.

  • 747 institutional investors held Kroger (KR) as of Q3 2019, up from 730 in Q2 2019.
  • Funds reported $16.6B of Kroger stock for Q3 2019, up 17% quarter-over-quarter.
  • 103 funds opened new Kroger positions in Q3 2019 and 82 closed out, a net change of +21 holders.
  • The largest Kroger buyer in Q3 2019 was Fidelity Investments, an estimated $135M added.
  • The largest Kroger seller in Q3 2019 was Brown Brothers Harriman & Co, an estimated $215M sold.

Based on aggregated 13F filings for Q3 2019.