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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
RIM
501
Regent Investment Management
Kentucky
$371K -$19K -700 -4%
HCM
502
Hengehold Capital Management
Ohio
$370K -$7.33K -270 -2%
ATIA
503
American Trust Investment Advisors
New Hampshire
$367K +$6.79K +250 +2%
MYAM
504
Meiji Yasuda Asset Management
Japan
$363K
ACPU
505
Arrowgrass Capital Partners (US)
Delaware
$359K
CFB
506
Cullen/Frost Bankers
Texas
$357K -$114K -4,201 -22%
AT
507
Arden Trust
Delaware
$354K +$27 +1 +0%
GI
508
Gradient Investments
Minnesota
$349K +$245K +9,021 +162%
Verition Fund Management
509
Verition Fund Management
Connecticut
$348K -$202K -7,444 -34%
SG
510
StoneX Group
New York
$341K -$3.69K -136 -0.9%
VFA
511
Valeo Financial Advisors
Indiana
$340K -$25.7K -945 -6%
CRC
512
Curi RMB Capital
Illinois
$340K +$156K +5,754 +68%
Schroder Investment Management Group
513
Schroder Investment Management Group
United Kingdom
$339K +$6.82K +251 +2%
HCC
514
Hirtle Callaghan & Co
Pennsylvania
$335K
SS
515
Simplicity Solutions
Minnesota
$334K -$31.2K -1,148 -8%
AA
516
AlphaMark Advisors
Kentucky
$333K -$13.6K -499 -3%
FNT
517
First National Trust
Pennsylvania
$331K -$73.5K -2,705 -16%
SIM
518
Spark Investment Management
New York
$326K -$182K -6,700 -33%
BLA
519
Balter Liquid Alternatives
Massachusetts
$323K -$203K -7,458 -36%
TSS
520
Two Sigma Securities
New York
$320K +$364K +13,385 New
NSIM
521
North Star Investment Management
Illinois
$317K +$1.2K +44 +0.3%
PL
522
Parkwood LLC
Ohio
$309K +$73.3K +2,699 +26%
HA
523
Harbor Advisors
Florida
$306K
CSS
524
Cubist Systematic Strategies
Connecticut
$303K -$982K -36,169 -74%
JA
525
JOYN Advisors
Georgia
$299K +$61.5K +2,263 +22%

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.