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730 hedge funds and large institutions have $14.1B invested in Kroger in 2019 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 264 increasing their positions, 297 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.26% less ownership

Funds ownership: 82.05%81.79% (-0.26%)

6% less funds holding

Funds holding: 777730 (-47)

11% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 297

12% less capital invested

Capital invested by funds: $16.1B → $14.1B (-$1.94B)

16% less call options, than puts

Call options by funds: $260M | Put options by funds: $311M

34% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 102

Holders
730
Holders Change
-47
Holders Change %
-6.05%
% of All Funds
15.86%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
67
Increased
264
Reduced
297
Closed
102
Calls
$260M
Puts
$311M
Net Calls
-$51.1M
Net Calls Change
-$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LOAME
551
Lombard Odier Asset Management (Europe)
United Kingdom
$207K
BIA
552
Bigelow Investment Advisors
Maine
$207K +$19.5K +800 +9%
Northwestern Mutual Wealth Management
553
Northwestern Mutual Wealth Management
Wisconsin
$206K -$219 -9 -0.1%
FA
554
Fortis Advisors
Pennsylvania
$198K
VFA
555
Valeo Financial Advisors
Indiana
$197K -$9.8K -403 -4%
IRC
556
Investors Research Corp
Georgia
$197K
MA
557
MCF Advisors
Kentucky
$194K +$206K +8,474 +1,858%
WT
558
Whittier Trust
California
$181K -$75.3K -3,098 -27%
BFEC
559
Benjamin F. Edwards & Company
Missouri
$178K +$2.02K +83 +1%
QCG
560
Quadrant Capital Group
Ohio
$176K -$74.5K -3,063 -26%
AWM
561
Avior Wealth Management
Nebraska
$176K -$47.2K -1,939 -19%
FHA
562
First Horizon Advisors
Tennessee
$174K
KOCAA
563
Knights of Columbus Asset Advisors
Connecticut
$165K -$8.56K -352 -4%
PIMJS
564
PKO Investment Management Joint-Stock
Poland
$165K
AIM
565
Anchor Investment Management
South Carolina
$164K -$30.9K -1,270 -14%
BSPF
566
British Steel Pension Fund
United Kingdom
$162K -$198K -8,132 -52%
FMT
567
First Mercantile Trust
Tennessee
$162K +$18.9K +776 +12%
HAG
568
HighPoint Advisor Group
Illinois
$142K +$167K +6,847 New
Carson Wealth (CWM LLC)
569
Carson Wealth (CWM LLC)
Nebraska
$128K
AssetMark Inc
570
AssetMark Inc
California
$127K -$6.2K -255 -4%
FCA
571
FinTrust Capital Advisors
South Carolina
$124K +$6.91K +284 +5%
AOWM
572
Alpha Omega Wealth Management
Virginia
$122K
CCM
573
Covington Capital Management
California
$120K +$12.6K +520 +10%
Acadian Asset Management
574
Acadian Asset Management
Massachusetts
$120K +$98.9K +4,067 +273%
CFGS
575
Concourse Financial Group Securities
Alabama
$119K +$1.82K +75 +1%

KR Hedge Fund Activity: Q2 2019 in Review

730 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q2 2019, worth a combined $14.1B — down 12% from $16.1B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of KR and 67 opened new positions — a net loss of 35 holders — while 297 trimmed existing stakes and 264 added.

The largest buyer was Franklin Resources, adding an estimated $104M. The largest seller was Aristotle Capital Management, exiting entirely with an estimated $174M sold.

  • 730 institutional investors held Kroger (KR) as of Q2 2019, down from 777 in Q1 2019.
  • Funds reported $14.1B of Kroger stock for Q2 2019, down 12% quarter-over-quarter.
  • 67 funds opened new Kroger positions in Q2 2019 and 102 closed out, a net change of -35 holders.
  • The largest Kroger buyer in Q2 2019 was Franklin Resources, an estimated $104M added.
  • The largest Kroger seller in Q2 2019 was Aristotle Capital Management, an estimated $174M sold.

Based on aggregated 13F filings for Q2 2019.