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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
BWM
701
Baystate Wealth Management
Massachusetts
$9K +$23 +1 +0.3%
TFO
702
Tarbox Family Office
California
$9K +$3.4K +146 +74%
First Manhattan
703
First Manhattan
New York
$8K
HR
704
Howe & Rusling
New York
$8K +$1.63K +70 +29%
VCM
705
Versant Capital Management
Arizona
$8K +$4.14K +178 +128%
RMC
706
Resources Management Corp
Connecticut
$8K +$6.98K +300 New
PG
707
Proffitt & Goodson
Tennessee
$7K
WPA
708
West Paces Advisors
Georgia
$6.7K
TCOV
709
Trust Company of Vermont
Vermont
$6K -$4.89K -210 -48%
KTC
710
Kistler-Tiffany Companies
Pennsylvania
$6K
ONST
711
Old North State Trust
North Carolina
$6K
TFGT
712
TS Financial Group (TSFG)
Illinois
$6K
BL
713
Balentine LLC
Georgia
$6K +$3.21K +138 +124%
TFS
714
TrustCore Financial Services
Tennessee
$5K -$59.2K -2,546 -93%
FRA
715
Front Row Advisors
California
$5K -$791 -34 -15%
EIP
716
Ellis Investment Partners
Pennsylvania
$5K
NC
717
NewSquare Capital
Pennsylvania
$5K
PCFFS
718
Pacific Center for Financial Services
California
$5K
SIS
719
Sound Income Strategies
Florida
$5K
TC
720
Trust Company
Kansas
$5K +$4.65K +200 New
HCA
721
Horan Capital Advisors
Ohio
$5K +$4.89K +210 New
LFG
722
Larson Financial Group
Missouri
$4K
VRM
723
Vectors Research Management
New York
$4K
SFSIG
724
San Francisco Sentry Investment Group
California
$4K +$768 +33 +24%
SWA
725
Sutton Wealth Advisors
Florida
$3.92K

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.