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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
GG
551
Gofen & Glossberg
Illinois
$253K
MCA
552
Morris Capital Advisors
Pennsylvania
$252K
QSS
553
Quantitative Systematic Strategies
Florida
$250K +$226K +9,711 New
Rockefeller Capital Management
554
Rockefeller Capital Management
New York
$249K +$1.05K +45 +0.5%
EARNEST Partners
555
EARNEST Partners
Georgia
$248K -$9.38K -403 -4%
CCP
556
Corient Capital Partners
California
$247K +$223K +9,573 New
WSTAM
557
Wilbanks Smith & Thomas Asset Management
Virginia
$246K -$187K -8,034 -46%
AIC
558
Archer Investment Corporation
Indiana
$246K -$27.4K -1,178 -11%
LOAME
559
Lombard Odier Asset Management (Europe)
United Kingdom
$246K
OI
560
Oakbrook Investments
Illinois
$242K +$219K +9,400 New
Verition Fund Management
561
Verition Fund Management
Connecticut
$240K -$127K -5,462 -37%
MIS
562
Morningstar Investment Services
Illinois
$240K +$217K +9,323 New
SMC
563
Smith, Moore & Co
Missouri
$239K +$216K +9,275 New
S
564
SignatureFD
Georgia
$238K -$21K -901 -9%
Wealthfront Advisers
565
Wealthfront Advisers
California
$235K +$212K +9,103 New
SFA
566
Sequoia Financial Advisors
Ohio
$233K +$210K +9,023 New
PBO
567
Peoples Bank (Ohio)
Ohio
$233K +$211K +9,050 New
FA
568
Fortis Advisors
Pennsylvania
$232K -$3.49K -150 -2%
MA
569
MCF Advisors
Kentucky
$230K
RA
570
RFG Advisory
Alabama
$230K +$207K +8,914 New
IRC
571
Investors Research Corp
Georgia
$227K -$6.98K -300 -3%
ODG
572
O'Dell Group
Ohio
$226K -$25.6K -1,100 -11%
QPWM
573
Quadrant Private Wealth Management
Pennsylvania
$226K +$204K +8,770 New
LC
574
LCNB Corp
Ohio
$226K +$204K +8,785 New
PFS
575
Prospera Financial Services
Texas
$221K +$200K +8,581 New

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.