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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
IFS
451
Ifrah Financial Services
Arkansas
$867K -$38.4K -1,326 -5%
HW
452
Hancock Whitney
Mississippi
$867K – – –
CC
453
Columbia Capital
California
$840K +$757K +26,164 New
MIH
454
Madison Investment Holdings
Wisconsin
$838K -$984 -34 -0.1%
RIL
455
Rothschild Investment LLC
Illinois
$836K -$62.2K -2,150 -8%
LIA
456
LS Investment Advisors
Michigan
$825K -$50.8K -1,754 -6%
HIC
457
Harvey Investment Company
Kentucky
$822K – – –
DY
458
Dowling & Yahnke
California
$797K +$8.1K +280 +1%
OC
459
Oppenheimer & Co
New York
$794K +$311K +10,744 +77%
Tudor Investment Corp
460
Tudor Investment Corp
Connecticut
$790K -$365K -12,600 -34%
CCM
461
CrestPoint Capital Management
Missouri
$790K +$446K +15,400 +167%
PAM
462
Princeton Alpha Management
New Jersey
$779K +$703K +24,272 New
CPS
463
Counsel Portfolio Services
Ontario, Canada
$777K -$550K -19,000 -44%
ST
464
Smithfield Trust
Pennsylvania
$770K -$37K -1,278 -5%
FBNAT
465
FirstMerit Bank N.A. Trustee
Ohio
$769K +$52.2K +1,804 +8%
Marshall Wace
466
Marshall Wace
United Kingdom
$764K -$20M -691,816 -97%
AGM
467
Alpine Global Management
New York
$757K +$682K +23,572 New
JIP
468
Jaffetilchin Investment Partners
Florida
$749K +$372K +12,866 +123%
AIM
469
abrdn Investment Management
United Kingdom
$747K -$510K -17,622 -43%
MIC
470
MU Investments Company
Japan
$742K +$5.79K +200 +0.9%
C
471
CFO4Life
Texas
$736K +$663K +22,910 New
WSA
472
Wall Street Associates
California
$719K +$115K +3,968 +22%
Belvedere Trading
473
Belvedere Trading
Illinois
$711K +$641K +22,160 New
FM
474
Forward Management
California
$698K +$630K +21,750 New
PCM
475
Prelude Capital Management
New York
$690K +$67.6K +2,336 +12%
17 18
19
20 21

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.