We are live on ! Find out more

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
FIB
601
First Interstate Bank
Montana
$55K
WAP
602
Wealthcare Advisory Partners
Pennsylvania
$53K +$49 +2 +0.1%
LWCFA
603
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52K -$2.41K -99 -4%
SBL
604
Sargent Bickham Lagudis
Colorado
$52K +$4.89K +201 +9%
SPIA
605
Steward Partners Investment Advisory
New York
$52K +$58.4K +2,402 New
GLI
606
Guardian Life Insurance
New York
$50K +$316 +13 +0.6%
EDRH
607
Edmond de Rothschild Holding
Switzerland
$47K
CLOS
608
Compagnie Lombard Odier SCmA
Switzerland
$47K +$52.5K +2,159 New
FPS
609
Fieldpoint Private Securities
Connecticut
$46K +$51.6K +2,122 New
AAP
610
Arax Advisory Partners
Colorado
$46K +$51.9K +2,134 New
FPFS
611
First Personal Financial Services
North Carolina
$44K +$1.05K +43 +2%
Point72 Asset Management
612
Point72 Asset Management
Connecticut
$43K -$6.36M -261,370 -99%
NPP
613
New Potomac Partners
Maryland
$43K
SIAP
614
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$43K +$24.3K +1,000 +100%
PCM
615
Penserra Capital Management
California
$42K +$10.6K +434 +29%
CFG
616
Citizens Financial Group
Rhode Island
$41K +$27.2K +1,120 +142%
EFSCE
617
Enterprise Financial Services Corp (EFSC)
Missouri
$41K +$28.4K +1,166 +152%
FANJ
618
Financial Architects (New Jersey)
New Jersey
$39K -$25.5K -1,050 -37%
SMFS
619
Squar Milner Financial Services
California
$37K -$1.68K -69 -4%
CIAS
620
Capital Investment Advisory Services
North Carolina
$37K +$15.8K +650 +57%
CTC
621
Central Trust Company
Missouri
$34K
MA
622
MUFG Americas
New York
$33K
BFC
623
Bedel Financial Consulting
Indiana
$33K +$2.43K +100 +7%
ST
624
Sageworth Trust
Pennsylvania
$33K +$36.5K +1,500 New
PCP
625
Proficio Capital Partners
Massachusetts
$32K -$5.86K -241 -14%

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.