We are live on ! Find out more

754 hedge funds and large institutions have $16B invested in Kroger in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 300 increasing their positions, 277 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 277

4% more call options, than puts

Call options by funds: $251M | Put options by funds: $241M

2.4% less ownership

Funds ownership: 78.61%76.21% (-2.4%)

3% less funds holding

Funds holding: 780754 (-26)

15% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 122

25% less capital invested

Capital invested by funds: $21.2B → $16B (-$5.23B)

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
754
Holders Change
-26
Holders Change %
-3.33%
% of All Funds
18.8%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
104
Increased
300
Reduced
277
Closed
122
Calls
$251M
Puts
$241M
Net Calls
+$9.78M
Net Calls Change
-$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
EA
651
Edge Advisors
Georgia
$54K +$66K +2,325 New
ACM
652
AUA Capital Management
Pennsylvania
$52K -$33.3K -1,174 -34%
CFD
653
Creative Financial Designs
Indiana
$52K +$28 +1 +0%
VIA
654
Vantage Investment Advisors
Pennsylvania
$49K +$25.7K +906 +75%
GLI
655
Guardian Life Insurance
New York
$48K -$42.6K -1,500 -42%
BBHC
656
Brown Brothers Harriman & Co
New York
$47K -$8.4K -296 -13%
FPFS
657
First Personal Financial Services
North Carolina
$47K
AOWM
658
Alpha Omega Wealth Management
Virginia
$47K +$8.51K +300 +18%
AIL
659
AGF Investments LLC
Ontario, Canada
$45K +$20.1K +708 +59%
HS
660
Horan Securities
United States
$44K +$5.67K +200 +12%
GS
661
GAM Systematic
United Kingdom
$44K +$53.1K +1,872 New
GEA
662
Glen Eagle Advisors
New Jersey
$43K -$216K -7,607 -80%
SIAS
663
Shine Investment Advisory Services
Colorado
$43K +$52.8K +1,862 New
NA
664
NewEdge Advisors
Louisiana
$41.6K +$52.2K +1,840 New
HCC
665
Hirtle Callaghan & Co
Pennsylvania
$38K -$11.4K -402 -20%
Acadian Asset Management
666
Acadian Asset Management
Massachusetts
$35K
HA
667
Harfst & Associates
Wyoming
$34K
WTB
668
Washington Trust Bank
Washington
$33K
CHC
669
City Holding Co
West Virginia
$32K
AAP
670
Arax Advisory Partners
Colorado
$30K -$20.2K -711 -35%
CBT
671
Central Bank & Trust
Kentucky
$27K -$1.42M -49,984 -98%
PMFA
672
Plante Moran Financial Advisors
Michigan
$27K -$879 -31 -3%
FFC
673
First Financial Corp
Indiana
$27K
IIC
674
Integrated Investment Consultants
Michigan
$26K -$59.3K -2,091 -66%
MIC
675
MU Investments Company
Japan
$26K -$11.3K -400 -27%

KR Hedge Fund Activity: Q2 2017 in Review

754 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q2 2017, worth a combined $16B — down 25% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of KR and 104 opened new positions — a net loss of 18 holders — while 277 trimmed existing stakes and 300 added.

The largest buyer was Aristotle Capital Management, adding an estimated $239M. The largest seller was Capital Research Global Investors, cutting an estimated $787M.

  • 754 institutional investors held Kroger (KR) as of Q2 2017, down from 780 in Q1 2017.
  • Funds reported $16B of Kroger stock for Q2 2017, down 25% quarter-over-quarter.
  • 104 funds opened new Kroger positions in Q2 2017 and 122 closed out, a net change of -18 holders.
  • The largest Kroger buyer in Q2 2017 was Aristotle Capital Management, an estimated $239M added.
  • The largest Kroger seller in Q2 2017 was Capital Research Global Investors, an estimated $787M sold.

Based on aggregated 13F filings for Q2 2017.