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730 hedge funds and large institutions have $14.1B invested in Kroger in 2019 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 264 increasing their positions, 297 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.26% less ownership

Funds ownership: 82.05%81.79% (-0.26%)

6% less funds holding

Funds holding: 777730 (-47)

11% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 297

12% less capital invested

Capital invested by funds: $16.1B → $14.1B (-$1.94B)

16% less call options, than puts

Call options by funds: $260M | Put options by funds: $311M

34% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 102

Holders
730
Holders Change
-47
Holders Change %
-6.05%
% of All Funds
15.86%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
67
Increased
264
Reduced
297
Closed
102
Calls
$260M
Puts
$311M
Net Calls
-$51.1M
Net Calls Change
-$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
426
Buckley Wealth Management
Nevada
$588K +$101K +4,140 +18%
HKIM
427
Hayek Kallen Investment Management
Alabama
$581K +$16.4K +675 +3%
PA
428
Profund Advisors
Maryland
$572K +$132K +5,422 +26%
Mariner
429
Mariner
Kansas
$564K +$92.9K +3,818 +17%
Fiera Capital (Canada)
430
Fiera Capital (Canada)
Quebec, Canada
$564K +$312K +12,840 +98%
GT
431
Greenleaf Trust
Michigan
$557K +$111K +4,562 +22%
BFA
432
Benedict Financial Advisors
Georgia
$551K -$9.24K -380 -1%
LWM
433
Lenox Wealth Management
Ohio
$551K -$73 -3 -0%
FCI
434
Financial Counselors Inc
Kansas
$550K -$265K -10,908 -30%
OFS
435
OneAscent Financial Services
Alabama
$549K +$615K +25,282 New
WCA
436
Waratah Capital Advisors
Ontario, Canada
$543K +$608K +25,000 New
TAM
437
Tocqueville Asset Management
New York
$535K -$4.36M -179,191 -88%
V
438
Veritable
Delaware
$530K -$7.15K -294 -1%
QCM
439
Quest Capital Management
Texas
$519K -$23.2K -955 -4%
DCM
440
Dynamic Capital Management
Jersey
$518K +$580K +23,850 New
PP
441
Paloma Partners
Connecticut
$510K +$308K +12,646 +116%
MCM
442
Murphy Capital Management
New Jersey
$508K -$14.6K -600 -2%
FBFS
443
First Business Financial Services
Wisconsin
$506K -$5.69K -234 -1%
MBTD
444
Mechanics Bank - Trust Department
California
$505K -$103K -4,250 -15%
SJIM
445
St. Johns Investment Management
Florida
$503K -$72K -2,961 -11%
CWM
446
Cedar Wealth Management
California
$503K -$22.5K -925 -4%
OC
447
Oppenheimer & Co
New York
$500K -$168K -6,908 -23%
TNBTD
448
Trustmark National Bank Trust Department
Mississippi
$499K -$179K -7,350 -24%
FRM
449
Fox Run Management
Connecticut
$497K +$557K +22,896 New
GC
450
Globeflex Capital
California
$492K -$17.9K -737 -3%

KR Hedge Fund Activity: Q2 2019 in Review

730 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q2 2019, worth a combined $14.1B — down 12% from $16.1B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of KR and 67 opened new positions — a net loss of 35 holders — while 297 trimmed existing stakes and 264 added.

The largest buyer was Franklin Resources, adding an estimated $104M. The largest seller was Aristotle Capital Management, exiting entirely with an estimated $174M sold.

  • 730 institutional investors held Kroger (KR) as of Q2 2019, down from 777 in Q1 2019.
  • Funds reported $14.1B of Kroger stock for Q2 2019, down 12% quarter-over-quarter.
  • 67 funds opened new Kroger positions in Q2 2019 and 102 closed out, a net change of -35 holders.
  • The largest Kroger buyer in Q2 2019 was Franklin Resources, an estimated $104M added.
  • The largest Kroger seller in Q2 2019 was Aristotle Capital Management, an estimated $174M sold.

Based on aggregated 13F filings for Q2 2019.