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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
PSP
576
Principal Street Partners
Tennessee
$216K +$195K +8,391 New
BCMO
577
Buckingham Capital Management (Ohio)
Ohio
$216K +$195K +8,393 New
DWT
578
Dorsey & Whitney Trust
South Dakota
$215K +$194K +8,321 New
RFC
579
Regions Financial Corp
Alabama
$214K +$193K +8,285 New
B
580
Bellecapital
Switzerland
$213K +$192K +8,248 New
W
581
Wealthquest
Ohio
$209K +$189K +8,143 New
CFD
582
Creative Financial Designs
Indiana
$207K +$89.7K +3,857 +88%
AWM
583
Altium Wealth Management
New York
$207K +$187K +8,018 New
FHA
584
First Horizon Advisors
Tennessee
$206K
BA
585
Bristlecone Advisors
Washington
$206K +$186K +8,000 New
IAMOG
586
Investors Asset Management of Georgia
Georgia
$205K +$185K +7,935 New
SC
587
Savant Capital
Illinois
$204K +$185K +7,930 New
CIP
588
Convergence Investment Partners
Florida
$202K -$167K -7,168 -48%
BFEC
589
Benjamin F. Edwards & Company
Missouri
$196K -$13.5K -580 -7%
PIMJS
590
PKO Investment Management Joint-Stock
Poland
$196K
AIM
591
Anchor Investment Management
South Carolina
$195K
AssetMark Inc
592
AssetMark Inc
California
$192K +$36.8K +1,580 +27%
WT
593
Whittier Trust
California
$183K -$29.1K -1,249 -15%
AF
594
Advisornet Financial
Minnesota
$181K +$38K +1,635 +30%
HAG
595
HighPoint Advisor Group
Illinois
$177K -$6.45K -277 -4%
FCA
596
FinTrust Capital Advisors
South Carolina
$163K +$13.3K +573 +10%
Bessemer Group
597
Bessemer Group
New Jersey
$157K +$33.8K +1,453 +31%
NFG
598
Next Financial Group
Texas
$149K +$19.3K +830 +17%
CTC
599
Central Trust Company
Missouri
$144K +$94.2K +4,050 +261%
CCM
600
Covington Capital Management
California
$142K

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.