We are live on ! Find out more

773 hedge funds and large institutions have $21.5B invested in Kroger in 2016 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 284 increasing their positions, 310 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 310

4% less funds holding

Funds holding: 802773 (-29)

3.81% less ownership

Funds ownership: 81.43%77.62% (-3.8%)

19% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 95

24% less capital invested

Capital invested by funds: $28.2B → $21.5B (-$6.65B)

35% less call options, than puts

Call options by funds: $112M | Put options by funds: $172M

62% less funds holding in top 10

Funds holding in top 10: 218 (-13)

Holders
773
Holders Change
-29
Holders Change %
-3.62%
% of All Funds
20.62%
Holding in Top 10
8
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-61.9%
% of All Funds
0.21%
New
77
Increased
284
Reduced
310
Closed
95
Calls
$112M
Puts
$172M
Net Calls
-$60.3M
Net Calls Change
-$105K
Name Holding Trade Value Shares
Change
Change in
Stake
FI
551
FormulaFolio Investments
Michigan
$439K +$492K +14,790 New
BHWM
552
Bar Harbor Wealth Management
New Hampshire
$420K -$8.48K -255 -2%
WS
553
Wedbush Securities
California
$416K +$45.5K +1,367 +11%
Fuller & Thaler Asset Management
554
Fuller & Thaler Asset Management
California
$407K -$56.5K -1,700 -11%
MIH
555
Madison Investment Holdings
Wisconsin
$402K
PCMM
556
Private Capital Management (Minnesota)
Minnesota
$399K +$44.9K +1,350 +11%
HEIP
557
Hudson Edge Investment Partners
New Jersey
$399K +$63K +1,895 +16%
MLIC
558
Mandatum Life Insurance Company
Finland
$389K +$174K +5,227 +66%
AIM
559
Anchor Investment Management
South Carolina
$384K
TAM
560
Tocqueville Asset Management
New York
$382K -$168K -5,055 -28%
BCB
561
Brian C. Broderick
$380K -$4.49K -135 -1%
LOAME
562
Lombard Odier Asset Management (Europe)
United Kingdom
$378K
SWP
563
Stratos Wealth Partners
Ohio
$376K -$49.3K -1,484 -10%
MFW
564
Mosaic Family Wealth
Missouri
$376K +$59.9K +1,800 +17%
FTC
565
Farmers Trust Company
Ohio
$365K -$7.71K -232 -2%
LNWWM
566
Laird Norton Wetherby Wealth Management
California
$364K +$53.4K +1,607 +15%
VFA
567
Voya Financial Advisors
Connecticut
$363K +$75.9K +2,284 +23%
AI
568
Atria Investments
North Carolina
$363K +$169K +5,089 +71%
ACM
569
Aviance Capital Management
Florida
$362K -$622K -18,695 -61%
USGIU
570
U.S. Global Investors (USGI)
Texas
$361K -$120K -3,600 -23%
BSW
571
Buckingham Strategic Wealth
Missouri
$359K +$95.3K +2,865 +31%
KFS
572
Kurt F. Somerville
$355K -$331K -9,945 -45%
SIC
573
Shoker Investment Counsel
Ohio
$353K -$4.42K -133 -1%
BFA
574
Benedict Financial Advisors
Georgia
$353K +$401K +12,060 New
SP
575
Sarasin & Partners
United Kingdom
$352K

KR Hedge Fund Activity: Q3 2016 in Review

773 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q3 2016, worth a combined $21.5B — down 24% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of KR and 77 opened new positions — a net loss of 18 holders — while 310 trimmed existing stakes and 284 added.

The largest buyer was Capital Research Global Investors, adding an estimated $373M. The largest seller was Capital World Investors, cutting an estimated $1.29B.

  • 773 institutional investors held Kroger (KR) as of Q3 2016, down from 802 in Q2 2016.
  • Funds reported $21.5B of Kroger stock for Q3 2016, down 24% quarter-over-quarter.
  • 77 funds opened new Kroger positions in Q3 2016 and 95 closed out, a net change of -18 holders.
  • The largest Kroger buyer in Q3 2016 was Capital Research Global Investors, an estimated $373M added.
  • The largest Kroger seller in Q3 2016 was Capital World Investors, an estimated $1.29B sold.

Based on aggregated 13F filings for Q3 2016.