We are live on ! Find out more

739 hedge funds and large institutions have $15.9B invested in Kroger in 2018 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 280 increasing their positions, 291 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% more ownership

Funds ownership: 75.79%76.23% (+0.44%)

4% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 291

5% less funds holding

Funds holding: 781739 (-42)

13% less capital invested

Capital invested by funds: $18.3B → $15.9B (-$2.45B)

31% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 104

53% less call options, than puts

Call options by funds: $185M | Put options by funds: $391M

62% less funds holding in top 10

Funds holding in top 10: 135 (-8)

Holders
739
Holders Change
-42
Holders Change %
-5.38%
% of All Funds
16.94%
Holding in Top 10
5
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-61.54%
% of All Funds
0.11%
New
72
Increased
280
Reduced
291
Closed
104
Calls
$185M
Puts
$391M
Net Calls
-$206M
Net Calls Change
+$76.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IRF
476
IBM Retirement Fund
New York
$464K -$78.9K -2,906 -13%
TSWM
477
Triangle Securities Wealth Management
North Carolina
$462K +$4.48K +165 +0.9%
AI
478
Atria Investments
North Carolina
$460K -$57.7K -2,123 -10%
TAM
479
Tiverton Asset Management
Delaware
$460K +$353K +12,979 +208%
MNBTD
480
Moody National Bank Trust Division
Texas
$457K -$14.3K -525 -3%
LWM
481
Lenox Wealth Management
Ohio
$454K -$280K -10,311 -35%
RFC
482
Regions Financial Corp
Alabama
$452K +$112K +4,106 +28%
GH
483
GAM Holding
Switzerland
$451K +$512K +18,844 New
TF
484
TIAA FSB
Florida
$449K -$6.84K -252 -1%
ACP
485
Aveo Capital Partners
Colorado
$446K -$44.4K -1,636 -8%
AIP
486
Ameritas Investment Partners
Nebraska
$440K -$38.3K -1,411 -7%
CB
487
Commerce Bank
Missouri
$437K +$26.9K +991 +6%
AP
488
Advisor Partners
California
$431K -$42.2K -1,554 -8%
WCM
489
Weik Capital Management
Pennsylvania
$421K +$30.6K +1,125 +7%
Lazard Asset Management
490
Lazard Asset Management
New York
$411K +$439K +16,155 +1,570%
MML Investors Services
491
MML Investors Services
Massachusetts
$406K -$23K -848 -5%
CWM
492
Cedar Wealth Management
California
$406K +$103K +3,785 +29%
LNWWM
493
Laird Norton Wetherby Wealth Management
California
$405K +$4.86K +179 +1%
APA
494
American Portfolios Advisors
New York
$402K +$197K +7,269 +76%
GT
495
Greenleaf Trust
Michigan
$392K +$7.96K +293 +2%
W
496
Wealthfront
California
$387K -$67.7K -2,492 -13%
SPC
497
Sigma Planning Corp
Michigan
$387K -$40.3K -1,484 -8%
WSTAM
498
Wilbanks Smith & Thomas Asset Management
Virginia
$387K +$124K +4,567 +39%
KeyBank National Association
499
KeyBank National Association
Ohio
$382K -$121K -4,463 -22%
FHA
500
First Horizon Advisors
Tennessee
$372K -$58.3K -2,146 -12%

KR Hedge Fund Activity: Q1 2018 in Review

739 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q1 2018, worth a combined $15.9B — down 13% from $18.3B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of KR and 72 opened new positions — a net loss of 32 holders — while 291 trimmed existing stakes and 280 added.

The largest buyer was Victory Capital Management, adding an estimated $227M. The largest seller was Fidelity Investments, cutting an estimated $316M.

  • 739 institutional investors held Kroger (KR) as of Q1 2018, down from 781 in Q4 2017.
  • Funds reported $15.9B of Kroger stock for Q1 2018, down 13% quarter-over-quarter.
  • 72 funds opened new Kroger positions in Q1 2018 and 104 closed out, a net change of -32 holders.
  • The largest Kroger buyer in Q1 2018 was Victory Capital Management, an estimated $227M added.
  • The largest Kroger seller in Q1 2018 was Fidelity Investments, an estimated $316M sold.

Based on aggregated 13F filings for Q1 2018.