Kroger
754 hedge funds and large institutions have $16B invested in Kroger in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 300 increasing their positions, 277 reducing their positions, and 122 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 300 | Existing positions reduced: 277
4% more call options, than puts
Call options by funds: $251M | Put options by funds: $241M
2.4% less ownership
Funds ownership: 78.61% → 76.21% (-2.4%)
3% less funds holding
Funds holding: 780 → 754 (-26)
15% less first-time investments, than exits
New positions opened: 104 | Existing positions closed: 122
25% less capital invested
Capital invested by funds: $21.2B → $16B (-$5.23B)
50% less funds holding in top 10
Funds holding in top 10: 10 → 5 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aristotle Capital Management
Los Angeles,
California
|
+$239M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$231M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$211M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$165M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$134M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$787M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$411M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$131M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
-$128M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$116M |
KR Hedge Fund Activity: Q2 2017 in Review
754 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q2 2017, worth a combined $16B — down 25% from $21.2B a quarter earlier.
Sellers outnumbered buyers: 122 funds closed out of KR and 104 opened new positions — a net loss of 18 holders — while 277 trimmed existing stakes and 300 added.
The largest buyer was Aristotle Capital Management, adding an estimated $239M. The largest seller was Capital Research Global Investors, cutting an estimated $787M.
- 754 institutional investors held Kroger (KR) as of Q2 2017, down from 780 in Q1 2017.
- Funds reported $16B of Kroger stock for Q2 2017, down 25% quarter-over-quarter.
- 104 funds opened new Kroger positions in Q2 2017 and 122 closed out, a net change of -18 holders.
- The largest Kroger buyer in Q2 2017 was Aristotle Capital Management, an estimated $239M added.
- The largest Kroger seller in Q2 2017 was Capital Research Global Investors, an estimated $787M sold.
Based on aggregated 13F filings for Q2 2017.