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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
CAW
651
Cornerstone Advisors (Washington)
Washington
$37K +$7.42K +319 +28%
GWMIA
652
Global Wealth Management Investment Advisory
Florida
$37K +$33.3K +1,432 New
CHC
653
City Holding Co
West Virginia
$35K
CA
654
Crewe Advisors
Utah
$33K -$1.86K -80 -6%
ST
655
Smithfield Trust
Pennsylvania
$32K
FANJ
656
Financial Architects (New Jersey)
New Jersey
$31K -$14K -602 -33%
LC
657
Lindbrook Capital
California
$31K +$931 +40 +3%
SF
658
Synovus Financial
Georgia
$30K +$70 +3 +0.3%
CBT
659
Central Bank & Trust
Kentucky
$28K
PFBT
660
Parkside Financial Bank & Trust
Missouri
$28K +$7.12K +306 +40%
RCAG
661
Rehmann Capital Advisory Group
Michigan
$26.3K -$5K -215 -17%
AAM
662
Advisors Asset Management
Colorado
$26K -$36.5K -1,570 -61%
HI
663
Hudock Inc
Pennsylvania
$25K
LFG
664
LifePlan Financial Group
Ohio
$24K
RTC
665
Riverview Trust Company
Washington
$24K
SA
666
SRH Advisors
Kansas
$24K
TL
667
TrueWealth LLC
Georgia
$24K +$47 +2 +0.2%
FPS
668
Fieldpoint Private Securities
Connecticut
$23K -$28.6K -1,231 -58%
WTC
669
WhitTier Trust Company
Nevada
$23K -$6.65K -286 -24%
GRP
670
Global Retirement Partners
California
$23K -$1.44K -62 -6%
MCM
671
McMillion Capital Management
North Carolina
$23K
HS
672
Horan Securities
United States
$22K -$5.09K -219 -20%
TWA
673
TCI Wealth Advisors
Arizona
$22K +$1.33K +57 +7%
ME
674
McIlrath & Eck
Washington
$21K +$931 +40 +5%
EFSCE
675
Enterprise Financial Services Corp (EFSC)
Missouri
$19K -$27.1K -1,163 -60%

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.