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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
NICM
701
Neo Ivy Capital Management
New York
$158K -$567K -16,402 -78%
CCM
702
Covington Capital Management
California
$158K -$57.6K -1,667 -26%
MCM
703
Manchester Capital Management
Vermont
$154K +$933 +27 +0.6%
AA
704
Advisory Alpha
Michigan
$149K +$151K +4,379 New
PCG
705
Private Capital Group
Connecticut
$141K +$52.9K +1,531 +58%
VFA
706
Valeo Financial Advisors
Indiana
$140K -$84K -2,431 -37%
AF
707
Allworth Financial
California
$135K +$29.4K +851 +27%
FIA
708
FNY Investment Advisers
New York
$135K +$138K +4,000 New
Carson Wealth (CWM LLC)
709
Carson Wealth (CWM LLC)
Nebraska
$128K – – –
CA
710
Crewe Advisors
Utah
$120K +$3.87K +112 +3%
TFS
711
TrustCore Financial Services
Tennessee
$118K -$6.32K -183 -5%
LWM
712
Liberty Wealth Management
California
$118K +$587 +17 +0.5%
CAW
713
Cornerstone Advisors (Washington)
Washington
$116K +$9.39K +272 +9%
CT
714
Caldwell Trust
Florida
$114K – – –
WCG
715
Weaver Consulting Group
California
$114K – – –
CTC
716
Central Trust Company
Missouri
$112K +$14.7K +425 +15%
TCM
717
Tradewinds Capital Management
Washington
$109K +$138 +4 +0.1%
MA
718
MUFG Americas
New York
$107K – – –
NFG
719
Next Financial Group
Texas
$106K -$159K -4,616 -60%
SPIA
720
Steward Partners Investment Advisory
New York
$106K -$25.9K -750 -19%
ZB
721
Zions Bancorporation
Utah
$104K -$242 -7 -0.2%
BWM
722
BNC Wealth Management
Oregon
$103K +$105K +3,042 New
RA
723
Rational Advisors
New York
$101K +$93.7K +2,713 +1,072%
WC
724
Wexford Capital
Florida
$101K +$103K +2,982 New
CMBA
725
C.M. Bidwell & Associates
Hawaii
$100K -$4.25K -123 -4%
27 28
29
30 31

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.