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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
EWM
626
Executive Wealth Management
Michigan
$32K -$4.13K -170 -10%
CA
627
Crewe Advisors
Utah
$30K -$54.2K -2,230 -62%
CHC
628
City Holding Co
West Virginia
$30K
ST
629
Smithfield Trust
Pennsylvania
$27K
RCAG
630
Rehmann Capital Advisory Group
Michigan
$26.8K +$413 +17 +1%
DAM
631
Delta Asset Management
Tennessee
$26K -$21.9K -900 -43%
WTC
632
WhitTier Trust Company
Nevada
$26K -$19.7K -812 -40%
FNB
633
Farmers National Bank
Kentucky
$26K -$16.6K -683 -36%
TPWA
634
TRUE Private Wealth Advisors
Oregon
$26K +$30.2K +1,240 New
SF
635
Synovus Financial
Georgia
$25K -$29.9K -1,230 -52%
LC
636
Lindbrook Capital
California
$25K
CBT
637
Central Bank & Trust
Kentucky
$24K -$1.97K -81 -7%
HS
638
Horan Securities
United States
$24K +$5.45K +224 +26%
CAW
639
Cornerstone Advisors (Washington)
Washington
$24K +$6.76K +278 +33%
KCPG
640
Kavar Capital Partners Group
Kansas
$22K +$24.3K +1,000 New
SA
641
SRH Advisors
Kansas
$21K -$4.38K -180 -16%
HI
642
Hudock Inc
Pennsylvania
$21K
LFG
643
LifePlan Financial Group
Ohio
$21K
OSNBOA
644
Old Second National Bank of Aurora
Illinois
$21K
GRP
645
Global Retirement Partners
California
$21K +$657 +27 +3%
DWM
646
Doyle Wealth Management
Florida
$21K +$23.3K +960 New
CAPTRUST Financial Advisors
647
CAPTRUST Financial Advisors
North Carolina
$20K -$61.8K -2,541 -73%
RTC
648
Riverview Trust Company
Washington
$20K -$11.5K -472 -34%
TL
649
TrueWealth LLC
Georgia
$20K +$49 +2 +0.2%
BCA
650
Berman Capital Advisors
Georgia
$20K +$8.9K +366 +63%

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.