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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
KRSITF
426
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.12M -$56.6K -1,956 -5%
NIT
427
NumerixS Investment Technologies
British Columbia, Canada
$1.12M +$1.01M +34,904 New
EARNEST Partners
428
EARNEST Partners
Georgia
$1.04M -$136K -4,702 -13%
VKH
429
Virtu KCG Holdings
New York
$1.04M +$935K +32,320 New
SBWM
430
Sunflower Bank Wealth Management
Arizona
$1.03M – – –
NCCM
431
Nine Chapters Capital Management
New Jersey
$1.03M +$932K +32,200 New
RTIM
432
Round Table Investment Management
North Carolina
$1.03M +$926K +32,000 New
VCM
433
Violich Capital Management
California
$1.02M – – –
SCM
434
Sterneck Capital Management
Missouri
$986K +$889K +30,724 New
FAAS
435
First Allied Advisory Services
California
$970K -$36.7K -1,268 -4%
RIM
436
Regent Investment Management
Kentucky
$965K -$111K -3,828 -11%
NSEDCP
437
NJ State Employees Deferred Compensation Plan
New Jersey
$963K – – –
RC
438
RBF Capital
California
$963K – – –
CCB
439
Cutter & Co Brokerage
Missouri
$947K +$2.49K +86 +0.3%
Parallax Volatility Advisers
440
Parallax Volatility Advisers
California
$944K +$279K +9,630 +49%
DWA
441
Dorsey Wright & Associates
California
$939K +$451K +15,596 +114%
Brown Advisory
442
Brown Advisory
Maryland
$933K +$481K +16,620 +134%
EMG
443
Ellington Management Group
Connecticut
$931K +$839K +29,000 New
GCC
444
Guardian Capital (Canada)
Ontario, Canada
$913K +$586K +20,248 +247%
FWIA
445
Fort Washington Investment Advisors
Ohio
$908K +$527K +18,200 +180%
Truist Financial
446
Truist Financial
North Carolina
$907K +$106K +3,654 +15%
TCT
447
TIAA CREF Trust
Missouri
$890K +$51.8K +1,788 +7%
CI
448
Conning Inc
Connecticut
$888K -$34.7K -1,200 -4%
AB
449
Amalgamated Bank
New York
$876K -$109K -3,770 -12%
PMFA
450
Plante Moran Financial Advisors
Michigan
$875K – – –
16 17
18
19 20

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.