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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
CAL
676
Capital Advisors Ltd
Ohio
$19K +$12.4K +534 +259%
OIA
677
Optimum Investment Advisors
Illinois
$18K +$116 +5 +0.7%
NIC
678
Northwest Investment Counselors
Oregon
$18K +$16.3K +700 New
FHA
679
Flagship Harbor Advisors
Massachusetts
$17K -$71.4K -3,070 -82%
CA
680
Centerpoint Advisors
Massachusetts
$17K
SLF
681
Sun Life Financial
Ontario, Canada
$17K +$47 +2 +0.3%
CWM
682
Cranbrook Wealth Management
Michigan
$16K
LWANC
683
Laurel Wealth Advisors (North Carolina)
North Carolina
$16K
RIA
684
Realta Investment Advisors
Delaware
$15K -$105K -4,532 -88%
MCM
685
MV Capital Management
Maryland
$15K -$954 -41 -7%
CBT
686
Capital Bank & Trust
California
$15K +$4.65K +200 +50%
GSWM
687
Golden State Wealth Management
California
$14K
PW
688
Price Wealth
Texas
$14K
GWS
689
Glassman Wealth Services
Virginia
$14K +$1.16K +50 +11%
GAM
690
Gemmer Asset Management
California
$12K +$5.28K +227 +90%
WEC
691
Winslow Evans & Crocker
Massachusetts
$12K +$10K +430 New
RE
692
RBC Europe
United Kingdom
$11.6K
SIAS
693
Shine Investment Advisory Services
Colorado
$11K +$3.72K +160 +65%
IWA
694
Intercontinental Wealth Advisors
Texas
$11K +$9.79K +421 New
CB
695
Community Bank
New York
$10K
EWM
696
Edge Wealth Management
New York
$10K
SNT
697
Security National Trust
West Virginia
$10K
ADL
698
Asset Dedication LLC
California
$10K +$9.31K +400 New
AIM
699
Advantage Investment Management
Iowa
$9K -$2.79K -120 -25%
PO
700
Private Ocean
California
$9K

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.