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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
JSL
526
JT Stratford LLC
Georgia
$304K +$274K +11,790 New
IIM
527
Intact Investment Management
Quebec, Canada
$304K +$275K +11,800 New
DWM
528
Dakota Wealth Management
Florida
$301K +$271K +11,666 New
PGFC
529
Peapack-Gladstone Financial Corp
New Jersey
$295K +$30.1K +1,295 +13%
Northwestern Mutual Wealth Management
530
Northwestern Mutual Wealth Management
Wisconsin
$295K +$45.4K +1,950 +21%
MLM
531
Mount Lucas Management
Pennsylvania
$294K -$7.82M -336,234 -97%
NSIM
532
North Star Investment Management
Illinois
$294K +$266K +11,422 New
KeyBank National Association
533
KeyBank National Association
Ohio
$292K -$20.5K -879 -7%
MERSOM
534
Municipal Employees' Retirement System of Michigan
Michigan
$292K +$8.14K +350 +3%
WMA
535
Wealth Management Associates
New Jersey
$291K +$263K +11,307 New
MC
536
Moors & Cabot
Massachusetts
$287K +$258K +11,108 New
MWM
537
Merriman Wealth Management
Washington
$283K -$14.8K -635 -5%
WS
538
Wedbush Securities
California
$280K +$25.4K +1,090 +11%
BSW
539
Buckingham Strategic Wealth
Missouri
$277K +$250K +10,739 New
RIL
540
Rothschild Investment LLC
Illinois
$276K +$1.16K +50 +0.5%
GT
541
Greenleaf Trust
Michigan
$271K -$353K -15,168 -59%
VSWA
542
Vontobel Swiss Wealth Advisors
Switzerland
$270K +$243K +10,460 New
AWM
543
Avior Wealth Management
Nebraska
$269K +$55.3K +2,377 +29%
CG
544
Cutler Group
California
$266K +$158K +6,781 +191%
DADC
545
D.A. Davidson & Co
Montana
$265K +$239K +10,292 New
RBFC
546
Roman Butler Fullerton & Co
Missouri
$263K +$1.21K +52 +0.5%
VFA
547
Valeo Financial Advisors
Indiana
$262K +$26.1K +1,120 +12%
FAM
548
Fred Alger Management
New York
$259K
LD
549
Lipe & Dalton
New York
$258K
FIM
550
Frontier Investment Management
Texas
$253K -$11.4K -490 -5%

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.