Kroger
569 hedge funds and large institutions have $16.8B invested in Kroger in 2013 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 198 increasing their positions, 236 reducing their positions, and 33 closing their positions.
88% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 33
50% more funds holding in top 10
Funds holding in top 10: 12 → 18 (+6)
16% more capital invested
Capital invested by funds: $14.4B → $16.8B (+$2.37B)
5% more funds holding
Funds holding: 544 → 569 (+25)
2% less call options, than puts
Call options by funds: $64.2M | Put options by funds: $65.4M
2.26% less ownership
Funds ownership: 162.78% → 160.52% (-2.3%)
16% less repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 236
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$231M |
| 2 |
EAM
Edge Asset Management
Seattle,
Washington
|
+$105M |
| 3 |
Renaissance Technologies
New York
|
+$89.2M |
| 4 |
First Eagle Investment Management
New York
|
+$73.6M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$64.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$240M |
| 2 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$124M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$120M |
| 4 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
-$79.1M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$63.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCT
601
Capital City Trust
Tallahassee,
Florida
| – | -$6K | -362 | Closed |
|
602
Parallax Volatility Advisers
San Francisco,
California
| – | -$384 | -20 | Closed |
|
KR Hedge Fund Activity: Q3 2013 in Review
569 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q3 2013, worth a combined $16.8B — up 16% from $14.4B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new KR positions and 33 closed out — a net gain of 29 holders — while 198 added to existing stakes and 236 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $231M. The largest seller was Wellington Management Group, cutting an estimated $240M.
- 569 institutional investors held Kroger (KR) as of Q3 2013, up from 544 in Q2 2013.
- Funds reported $16.8B of Kroger stock for Q3 2013, up 16% quarter-over-quarter.
- 62 funds opened new Kroger positions in Q3 2013 and 33 closed out, a net change of +29 holders.
- The largest Kroger buyer in Q3 2013 was JP Morgan Chase, an estimated $231M added.
- The largest Kroger seller in Q3 2013 was Wellington Management Group, an estimated $240M sold.
Based on aggregated 13F filings for Q3 2013.