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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
HEIP
476
Hudson Edge Investment Partners
New Jersey
$689K -$6.95K -240 -1%
RJT
477
Raymond James Trust
Florida
$672K +$25.3K +874 +4%
PAM
478
PartnerRe Asset Management
Connecticut
$672K +$87.4K +3,020 +17%
LH
479
Lebenthal Holdings
New York
$667K +$601K +20,772 New
JC
480
Jacobs & Co
California
$659K – – –
IMAS
481
ID Management A/S
Denmark
$647K – – –
EOJOAM
482
E. Ohman J:or Asset Management
Sweden
$645K -$116K -4,000 -17%
AA
483
ALPS Advisors
Colorado
$643K -$83.8K -2,896 -13%
CI
484
Constellation Investments
Ohio
$642K +$28.9K +1,000 +5%
HCM
485
Hodges Capital Management
Texas
$642K +$579K +20,000 New
MI
486
Markston International
New York
$640K – – –
MCC
487
Malaga Cove Capital
California
$617K -$1.5K -52 -0.3%
ECM
488
Everence Capital Management
Indiana
$615K -$112K -3,880 -17%
ANB
489
Amarillo National Bank
Texas
$615K -$53.3K -1,842 -9%
N
490
Natixis
France
$611K +$233K +8,050 +73%
KT
491
Kanaly Trust
Texas
$597K -$19.2K -664 -3%
AIP
492
Ameritas Investment Partners
Nebraska
$582K – – –
JG
493
Jefferies Group
New York
$578K -$1.25M -43,072 -71%
OIA
494
Optimum Investment Advisors
Illinois
$578K +$373K +12,900 +253%
HCM
495
Hollencrest Capital Management
California
$573K -$27K -934 -5%
IB
496
Intrust Bank
Kansas
$570K – – –
Fuller & Thaler Asset Management
497
Fuller & Thaler Asset Management
California
$565K -$63.7K -2,200 -11%
SFFS
498
Stonehage Fleming Financial Services
Jersey
$562K +$1.01M +35,000 New
Bank of Nova Scotia
499
Bank of Nova Scotia
Ontario, Canada
$539K -$1.56K -54 -0.3%
CAN
500
Cetera Advisor Networks
California
$530K +$71.6K +2,474 +18%
18 19
20
21 22

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.