We are live on ! Find out more

773 hedge funds and large institutions have $21.5B invested in Kroger in 2016 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 284 increasing their positions, 310 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 310

4% less funds holding

Funds holding: 802773 (-29)

3.81% less ownership

Funds ownership: 81.43%77.62% (-3.8%)

19% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 95

24% less capital invested

Capital invested by funds: $28.2B → $21.5B (-$6.65B)

35% less call options, than puts

Call options by funds: $112M | Put options by funds: $172M

62% less funds holding in top 10

Funds holding in top 10: 218 (-13)

Holders
773
Holders Change
-29
Holders Change %
-3.62%
% of All Funds
20.62%
Holding in Top 10
8
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-61.9%
% of All Funds
0.21%
New
77
Increased
284
Reduced
310
Closed
95
Calls
$112M
Puts
$172M
Net Calls
-$60.3M
Net Calls Change
-$105K
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
676
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$94K -$2.76K -83 -3%
PMFA
677
Plante Moran Financial Advisors
Michigan
$90K +$55.5K +1,670 +121%
AIM
678
Advantage Investment Management
Iowa
$89K +$28.6K +861 +40%
FANJ
679
Financial Architects (New Jersey)
New Jersey
$87K +$665 +20 +0.7%
LWM
680
Lenox Wealth Management
Ohio
$84K +$13K +390 +16%
MIC
681
MU Investments Company
Japan
$77K -$106K -3,200 -55%
IPC
682
Independent Portfolio Consultants
Florida
$75K -$2.33K -70 -3%
OSNBOA
683
Old Second National Bank of Aurora
Illinois
$73K
SAMC
684
Shinko Asset Management Company
Japan
$72K
DAM
685
Delta Asset Management
Tennessee
$70K
Twin Tree Management
686
Twin Tree Management
Texas
$69K +$54.2K +1,631 +238%
ST
687
Smithfield Trust
Pennsylvania
$67K +$42.9K +1,291 +133%
DADC
688
D.A. Davidson & Co
Montana
$65K -$1.7K -51 -2%
NYLT
689
New York Life Trust
New York
$60K -$50K -1,505 -43%
BBHC
690
Brown Brothers Harriman & Co
New York
$59K -$3.33K -100 -5%
CWM
691
Cedar Wealth Management
California
$58K
KT
692
Kanaly Trust
Texas
$53K -$44.3K -1,332 -43%
TC
693
Trust Company
Kansas
$52K
WTB
694
Washington Trust Bank
Washington
$47K -$109K -3,263 -67%
CCA
695
Catalyst Capital Advisors
New York
$46K -$1.41M -42,500 -96%
FIB
696
First Interstate Bank
Montana
$45K -$9.61K -289 -16%
IWMPD
697
Integrated Wealth Management (Palm Desert)
California
$45K
ZB
698
Zions Bancorporation
Utah
$43K +$7.15K +215 +18%
CHP
699
Cable Hill Partners
Oregon
$43K +$44.2K +1,328 +897%
VIA
700
Vantage Investment Advisors
Pennsylvania
$38K

KR Hedge Fund Activity: Q3 2016 in Review

773 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q3 2016, worth a combined $21.5B — down 24% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of KR and 77 opened new positions — a net loss of 18 holders — while 310 trimmed existing stakes and 284 added.

The largest buyer was Capital Research Global Investors, adding an estimated $373M. The largest seller was Capital World Investors, cutting an estimated $1.29B.

  • 773 institutional investors held Kroger (KR) as of Q3 2016, down from 802 in Q2 2016.
  • Funds reported $21.5B of Kroger stock for Q3 2016, down 24% quarter-over-quarter.
  • 77 funds opened new Kroger positions in Q3 2016 and 95 closed out, a net change of -18 holders.
  • The largest Kroger buyer in Q3 2016 was Capital Research Global Investors, an estimated $373M added.
  • The largest Kroger seller in Q3 2016 was Capital World Investors, an estimated $1.29B sold.

Based on aggregated 13F filings for Q3 2016.