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Kroger
KR

862 hedge funds and large institutions have $22.3B invested in Kroger in 2020 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 346 increasing their positions, 310 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 310

2.05% more ownership

Funds ownership: 82.88% → 84.93% (+2%)

9% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 85

2% more capital invested

Capital invested by funds: $21.8B → $22.3B (+$440M)

0% more funds holding

Funds holding: 862 → 862 (0)

14% less call options, than puts

Call options by funds: $180M | Put options by funds: $209M

24% less funds holding in top 10

Funds holding in top 10: 25 → 19 (-6)

Holders
862
Holders Change
–
Holders Change %
0%
% of All Funds
17.39%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.38%
New
93
Increased
346
Reduced
310
Closed
85
Calls
$180M
Puts
$209M
Net Calls
-$29.4M
Net Calls Change
+$13.4M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$179M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$145M
3
JP Morgan Chase
JP Morgan Chase
New York
+$111M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$105M
5
Renaissance Technologies
Renaissance Technologies
New York
+$101M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$225M
2
Citadel Advisors
Citadel Advisors
Florida
-$163M
3
Two Sigma Investments
Two Sigma Investments
New York
-$111M
4
Franklin Resources
Franklin Resources
California
-$70.7M
5
CVA
Ceredex Value Advisors
Florida
-$69.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
676
CreativeOne Wealth
Kansas
$219K +$223K +6,450 New
W
677
WealthStone
Ohio
$218K -$98.8K -2,862 -31%
FTC
678
Farmers Trust Company
Ohio
$218K – – –
SAM
679
SignalPoint Asset Management
Missouri
$214K – – –
AOWM
680
Alpha Omega Wealth Management
Virginia
$214K +$218K +6,300 New
LFA
681
Legacy Financial Advisors
Kentucky
$213K +$217K +6,292 New
PAMP
682
Polar Asset Management Partners
Ontario, Canada
$208K +$212K +6,133 New
CAM
683
ClariVest Asset Management
California
$206K -$6.91K -200 -3%
PPW
684
Parcion Private Wealth
Washington
$206K – – –
ACG
685
Allen Capital Group
Nebraska
$205K +$204K +5,897 New
CIA
686
Capital Investment Advisors
Georgia
$205K +$208K +6,031 New
SIAP
687
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$203K +$138K +4,000 +200%
RA
688
RFG Advisory
Alabama
$202K -$23.3K -676 -10%
FWM
689
Frontier Wealth Management
Missouri
$202K -$6.87K -199 -3%
EPA
690
Element Pointe Advisors
Florida
$202K +$207K +5,986 New
MA
691
MANA Advisors
New York
$201K +$204K +5,913 New
CL
692
CPWM LLC
Washington
$201K +$205K +5,930 New
CSPIA
693
Cary Street Partners Investment Advisory
Virginia
$194K +$197K +5,717 New
IA
694
IndexIQ Advisors
New York
$190K +$117K +3,381 +151%
CFD
695
Creative Financial Designs
Indiana
$188K -$153K -4,433 -44%
GCM
696
Gables Capital Management
Florida
$183K – – –
ALAM
697
Asahi Life Asset Management
Japan
$176K +$24.2K +700 +16%
FDCDDQ
698
Federation des caisses Desjardins du Quebec
Quebec, Canada
$170K +$82.7K +2,395 +91%
BCV
699
Banque Cantonale Vaudoise
Switzerland
$163K +$21.6K +624 +15%
AIM
700
AIA Investment Management
Singapore
$160K +$45.9K +1,328 +39%
26 27
28
29 30

KR Hedge Fund Activity: Q3 2020 in Review

862 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q3 2020, worth a combined $22.3B — up 2% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new KR positions and 85 closed out — a net gain of 8 holders — while 346 added to existing stakes and 310 trimmed.

The largest buyer was Ameriprise, adding an estimated $179M. The largest seller was Capital Research Global Investors, cutting an estimated $225M.

  • 862 institutional investors held Kroger (KR) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $22.3B of Kroger stock for Q3 2020, up 2% quarter-over-quarter.
  • 93 funds opened new Kroger positions in Q3 2020 and 85 closed out, a net change of +8 holders.
  • The largest Kroger buyer in Q3 2020 was Ameriprise, an estimated $179M added.
  • The largest Kroger seller in Q3 2020 was Capital Research Global Investors, an estimated $225M sold.

Based on aggregated 13F filings for Q3 2020.