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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
Allianz Asset Management
26
Allianz Asset Management
Germany
$163M -$15.8M -679,229 -10%
Legal & General Group
27
Legal & General Group
United Kingdom
$162M +$3.44M +147,730 +2%
CP
28
Coho Partners
Pennsylvania
$161M -$5.05M -217,157 -3%
Artisan Partners
29
Artisan Partners
Wisconsin
$121M -$5.84M -251,211 -5%
SCM
30
Shapiro Capital Management
Georgia
$118M +$106M +4,560,700 New
Charles Schwab
31
Charles Schwab
California
$117M -$1.19M -51,188 -1%
Renaissance Technologies
32
Renaissance Technologies
New York
$115M +$65.9M +2,830,444 +175%
UBS AM
33
UBS AM
Illinois
$105M -$45.2M -1,943,280 -32%
Nomura Holdings
34
Nomura Holdings
Japan
$104M +$69.7M +2,996,373 +285%
EIC
35
Equity Investment Corp
Georgia
$103M +$20.8M +892,656 +29%
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$97.6M +$1.57M +67,301 +2%
Bank of America
37
Bank of America
North Carolina
$94.7M -$38.1M -1,638,009 -31%
Canada Life
38
Canada Life
Manitoba, Canada
$92.9M +$24.8M +1,065,804 +42%
N
39
Nuveen
North Carolina
$84M -$4.49M -193,119 -6%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$82.5M -$1.42M -61,113 -2%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$80.3M +$14.6M +627,012 +25%
Millennium Management
42
Millennium Management
New York
$77.5M +$52.1M +2,237,186 +291%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$76.4M -$91.4M -3,926,831 -57%
RAM
44
RWC Asset Management
United Kingdom
$72.9M +$429K +18,459 +0.7%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$72M -$474K -20,372 -0.7%
Swiss National Bank
46
Swiss National Bank
Switzerland
$68.7M +$1.46M +62,569 +2%
Morgan Stanley
47
Morgan Stanley
New York
$68.1M -$13.8M -592,507 -18%
OSAM
48
O'Shaughnessy Asset Management
Connecticut
$67.3M -$5M -214,712 -8%
SEI Investments
49
SEI Investments
Pennsylvania
$65.7M +$14.6M +629,346 +158%
Citadel Advisors
50
Citadel Advisors
Florida
$65.3M +$52M +2,236,430 +754%

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.