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754 hedge funds and large institutions have $16B invested in Kroger in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 300 increasing their positions, 277 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 277

4% more call options, than puts

Call options by funds: $251M | Put options by funds: $241M

2.4% less ownership

Funds ownership: 78.61%76.21% (-2.4%)

3% less funds holding

Funds holding: 780754 (-26)

15% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 122

25% less capital invested

Capital invested by funds: $21.2B → $16B (-$5.23B)

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
754
Holders Change
-26
Holders Change %
-3.33%
% of All Funds
18.8%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
104
Increased
300
Reduced
277
Closed
122
Calls
$251M
Puts
$241M
Net Calls
+$9.78M
Net Calls Change
-$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CAW
701
Cornerstone Advisors (Washington)
Washington
$12K -$11.5K -406 -45%
EWM
702
Edge Wealth Management
New York
$12K +$14.2K +500 New
VWA
703
V Wealth Advisors
Kansas
$12K +$14.2K +500 New
OFW
704
Omnia Family Wealth
Florida
$11K +$1.93K +68 +16%
FC
705
Ferris Capital
Massachusetts
$11K +$13.2K +464 New
APSP
706
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K
SPIA
707
Steward Partners Investment Advisory
New York
$9K -$129K -4,553 -91%
SNT
708
Security National Trust
West Virginia
$9K +$11.3K +400 New
GAM
709
Gemmer Asset Management
California
$8K +$1.73K +61 +21%
WA
710
WFG Advisors
Texas
$8K +$8.51K +300 +938%
PCP
711
Proficio Capital Partners
Massachusetts
$7K -$22K -777 -73%
TDC
712
Thompson Davis & Co
Virginia
$7K -$7.77K -274 -47%
GBBWRPM
713
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7K
BWM
714
Baystate Wealth Management
Massachusetts
$7K +$28 +1 +0.3%
WPA
715
West Paces Advisors
Georgia
$6.06K
PFBT
716
Parkside Financial Bank & Trust
Missouri
$6K -$1.02K -36 -11%
MFW
717
Mosaic Family Wealth
Missouri
$5K -$240K -8,477 -98%
WA
718
Winfield Associates
Ohio
$5K -$8.94K -315 -62%
FIB
719
First Interstate Bank
Montana
$5K
AW
720
Alpha Windward
Massachusetts
$5K +$964 +34 +19%
CPIG
721
Chicago Partners Investment Group
Illinois
$5K +$6.58K +232 New
Walleye Trading
722
Walleye Trading
New York
$4.21K +$3.89M +137,270 +318%
CB
723
Community Bank
New York
$4K
NSB
724
Norway Savings Bank
Maine
$4K
TWA
725
TCI Wealth Advisors
Arizona
$4K

KR Hedge Fund Activity: Q2 2017 in Review

754 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q2 2017, worth a combined $16B — down 25% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of KR and 104 opened new positions — a net loss of 18 holders — while 277 trimmed existing stakes and 300 added.

The largest buyer was Aristotle Capital Management, adding an estimated $239M. The largest seller was Capital Research Global Investors, cutting an estimated $787M.

  • 754 institutional investors held Kroger (KR) as of Q2 2017, down from 780 in Q1 2017.
  • Funds reported $16B of Kroger stock for Q2 2017, down 25% quarter-over-quarter.
  • 104 funds opened new Kroger positions in Q2 2017 and 122 closed out, a net change of -18 holders.
  • The largest Kroger buyer in Q2 2017 was Aristotle Capital Management, an estimated $239M added.
  • The largest Kroger seller in Q2 2017 was Capital Research Global Investors, an estimated $787M sold.

Based on aggregated 13F filings for Q2 2017.