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730 hedge funds and large institutions have $14.1B invested in Kroger in 2019 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 264 increasing their positions, 297 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.26% less ownership

Funds ownership: 82.05%81.79% (-0.26%)

6% less funds holding

Funds holding: 777730 (-47)

11% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 297

12% less capital invested

Capital invested by funds: $16.1B → $14.1B (-$1.94B)

16% less call options, than puts

Call options by funds: $260M | Put options by funds: $311M

34% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 102

Holders
730
Holders Change
-47
Holders Change %
-6.05%
% of All Funds
15.86%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
67
Increased
264
Reduced
297
Closed
102
Calls
$260M
Puts
$311M
Net Calls
-$51.1M
Net Calls Change
-$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
701
Capital Advisors Ltd
Ohio
$4K +$24 +1 +0.5%
RCG
702
Ruggie Capital Group
Florida
$4K +$4.79K +197 New
EIP
703
Ellis Investment Partners
Pennsylvania
$4K +$4.86K +200 New
SWA
704
Sutton Wealth Advisors
Florida
$3.3K +$292 +12 +9%
VCM
705
Versant Capital Management
Arizona
$3K -$4.69K -193 -58%
SFSIG
706
San Francisco Sentry Investment Group
California
$3K -$1.39K -57 -30%
CFA
707
Carroll Financial Associates
North Carolina
$3K -$1.14K -47 -22%
LFG
708
Larson Financial Group
Missouri
$3K
MWM
709
Merriman Wealth Management
Washington
$2.51K
BWA
710
BDO Wealth Advisors
Florida
$2K
TIM
711
Tortoise Investment Management
New York
$2K
SCA
712
Stonebridge Capital Advisors
Minnesota
$2K +$2.12K +87 New
LGWM
713
Litman Gregory Wealth Management
California
$2K +$2.21K +91 New
BAM
714
Barrett Asset Management
New York
$2K +$2.43K +100 New
BL
715
Balentine LLC
Georgia
$2K +$2.7K +111 New
AC
716
Avestar Capital
New York
$1K -$608 -25 -16%
ARMC
717
American Research & Management Company
Massachusetts
$1K
NSB
718
Norway Savings Bank
Maine
$1K
TFA
719
Toth Financial Advisory
Virginia
$1K
NR
720
Newfound Research
Massachusetts
$1K +$219 +9 +23%
EWA
721
Evolution Wealth Advisors
Florida
$1K +$1.56K +64 New
MWM
722
Meridian Wealth Management
Kentucky
$623 +$69.8K +2,871 New
W
723
WealthStone
Ohio
$542 +$608 +25 New
ED
724
Exane Derivatives
France
$87
GEA
725
Glen Eagle Advisors
New Jersey
$31

KR Hedge Fund Activity: Q2 2019 in Review

730 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q2 2019, worth a combined $14.1B — down 12% from $16.1B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of KR and 67 opened new positions — a net loss of 35 holders — while 297 trimmed existing stakes and 264 added.

The largest buyer was Franklin Resources, adding an estimated $104M. The largest seller was Aristotle Capital Management, exiting entirely with an estimated $174M sold.

  • 730 institutional investors held Kroger (KR) as of Q2 2019, down from 777 in Q1 2019.
  • Funds reported $14.1B of Kroger stock for Q2 2019, down 12% quarter-over-quarter.
  • 67 funds opened new Kroger positions in Q2 2019 and 102 closed out, a net change of -35 holders.
  • The largest Kroger buyer in Q2 2019 was Franklin Resources, an estimated $104M added.
  • The largest Kroger seller in Q2 2019 was Aristotle Capital Management, an estimated $174M sold.

Based on aggregated 13F filings for Q2 2019.