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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
ASN
626
Advisory Services Network
Georgia
$68K
BWM
627
BerganKDV Wealth Management
Minnesota
$67K
WAP
628
Wealthcare Advisory Partners
Pennsylvania
$63K +$23 +1 +0%
SBL
629
Sargent Bickham Lagudis
Colorado
$62K -$442 -19 -0.8%
Loomis, Sayles & Company
630
Loomis, Sayles & Company
Massachusetts
$62K +$56.1K +2,412 New
SPIA
631
Steward Partners Investment Advisory
New York
$60K -$861 -37 -2%
GLI
632
Guardian Life Insurance
New York
$60K +$582 +25 +1%
CFG
633
Citizens Financial Group
Rhode Island
$60K +$9.61K +413 +22%
CLOS
634
Compagnie Lombard Odier SCmA
Switzerland
$56K
TAIM
635
TD Ameritrade Investment Management
Nebraska
$55K -$29.9K -1,284 -38%
AAP
636
Arax Advisory Partners
Colorado
$55K
EDRH
637
Edmond de Rothschild Holding
Switzerland
$55K
BGIM
638
Brandywine Global Investment Management
Pennsylvania
$53K -$21.9M -939,412 -100%
FPFS
639
First Personal Financial Services
North Carolina
$53K +$47 +2 +0.1%
NPP
640
New Potomac Partners
Maryland
$52K
LWCFA
641
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$51K -$9.77K -420 -18%
CIAS
642
Capital Investment Advisory Services
North Carolina
$46K
PFO
643
Pathstone Family Office
New Jersey
$45K -$293K -12,600 -88%
CAPTRUST Financial Advisors
644
CAPTRUST Financial Advisors
North Carolina
$43K +$17.4K +750 +81%
GT
645
Glenmede Trust
Pennsylvania
$42.4K +$29.5M +1,267,996 +338%
DAM
646
Delta Asset Management
Tennessee
$42K +$10K +430 +36%
PCIA
647
Prime Capital Investment Advisors
Kansas
$41K +$36.8K +1,580 New
BFC
648
Bedel Financial Consulting
Indiana
$39K
AIC
649
Ameritas Investment Company
Nebraska
$39K +$34.9K +1,500 New
WCM
650
Whitener Capital Management
North Carolina
$38K +$34.9K +1,500 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.