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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
MCM
651
McMillion Capital Management
North Carolina
$20K +$22.1K +910 New
DSC
652
Duncker Streett & Co
Missouri
$19K
ME
653
McIlrath & Eck
Washington
$19K
MWM
654
Mascoma Wealth Management
New Hampshire
$17K
PFBT
655
Parkside Financial Bank & Trust
Missouri
$17K +$1.46K +60 +9%
TWA
656
TCI Wealth Advisors
Arizona
$17K +$11.7K +482 +152%
CA
657
Centerpoint Advisors
Massachusetts
$15K
OIA
658
Optimum Investment Advisors
Illinois
$15K +$97 +4 +0.6%
NCM
659
Next Capital Management
New York
$15K +$16.9K +695 New
SLF
660
Sun Life Financial
Ontario, Canada
$14K -$17.3K -712 -52%
CWM
661
Cranbrook Wealth Management
Michigan
$14K -$7.78K -320 -33%
LWANC
662
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K
MCM
663
MV Capital Management
Maryland
$13K +$3.79K +156 +34%
PW
664
Price Wealth
Texas
$12K
GSWM
665
Golden State Wealth Management
California
$11K
NIM
666
NuWave Investment Management
New Jersey
$11K +$10.3K +422 +410%
RA
667
Rational Advisors
New York
$11K +$10.3K +422 +410%
TCOV
668
Trust Company of Vermont
Vermont
$10K -$1.75K -72 -14%
AIM
669
Advantage Investment Management
Iowa
$10K
GWS
670
Glassman Wealth Services
Virginia
$10K +$2.41K +99 +26%
RE
671
RBC Europe
United Kingdom
$9.77K
CBT
672
Capital Bank & Trust
California
$9K
EWM
673
Edge Wealth Management
New York
$9K
SNT
674
Security National Trust
West Virginia
$9K
SL
675
Salomon & Ludwin
Virginia
$9K +$9.73K +400 New

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.