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818 hedge funds and large institutions have $18.9B invested in Kroger in 2020 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more funds holding in top 10

Funds holding in top 10: 1733 (+16)

29% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 106

3% more funds holding

Funds holding: 794818 (+24)

2% more capital invested

Capital invested by funds: $18.6B → $18.9B (+$344M)

1% more call options, than puts

Call options by funds: $235M | Put options by funds: $233M

0.24% less ownership

Funds ownership: 80.05%79.8% (-0.24%)

15% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 315

Holders
818
Holders Change
+24
Holders Change %
+3.02%
% of All Funds
18.02%
Holding in Top 10
33
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+94.12%
% of All Funds
0.73%
New
137
Increased
267
Reduced
315
Closed
106
Calls
$235M
Puts
$233M
Net Calls
+$1.55M
Net Calls Change
-$137M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$51.8M -$5.98M -203,799 -11%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$50.7M +$2.7M +91,939 +6%
First Trust Advisors
53
First Trust Advisors
Illinois
$50.2M +$1.83M +62,423 +4%
Citadel Advisors
54
Citadel Advisors
Florida
$50.2M +$32.4M +1,102,831 +195%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$47.9M +$15.3M +521,610 +49%
GT
56
Glenmede Trust
Pennsylvania
$47.5M
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$47.3M +$1.38M +47,096 +3%
EIC
58
Equity Investment Corp
Georgia
$46.8M -$20.9M -713,666 -31%
BCM
59
Becker Capital Management
Oregon
$43.9M -$14.3M -488,687 -25%
AllianceBernstein
60
AllianceBernstein
Tennessee
$43.8M -$27.9M -948,981 -40%
PP
61
Prudential plc
United Kingdom
$43M -$5.99M -204,098 -13%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$40.9M -$4.53M -154,400 -10%
T
63
TOBAM
France
$40.5M -$1.34M -45,697 -3%
Holocene Advisors
64
Holocene Advisors
New York
$39.9M +$38.9M +1,325,370 New
HP
65
Hosking Partners
United Kingdom
$37.3M -$1.12M -38,030 -3%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$36.6M -$1.07M -36,540 -3%
Principal Financial Group
67
Principal Financial Group
Iowa
$36.6M -$2.59M -88,378 -7%
AAMU
68
Amundi Asset Management US
Massachusetts
$36M +$7.6M +259,125 +28%
PFC
69
Poplar Forest Capital
California
$35.9M -$16.9M -576,894 -33%
Arrowstreet Capital
70
Arrowstreet Capital
Massachusetts
$35.2M +$34.3M +1,167,685 New
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$35.1M -$779K -26,531 -2%
National Pension Service
72
National Pension Service
South Korea
$34.9M
MPMG
73
Minneapolis Portfolio Management Group
Minnesota
$34.6M -$12.8M -435,776 -28%
Jacobs Levy Equity Management
74
Jacobs Levy Equity Management
New Jersey
$34.2M -$664K -22,615 -2%
Ensign Peak Advisors
75
Ensign Peak Advisors
Utah
$33M -$4.8M -163,460 -13%

KR Hedge Fund Activity: Q1 2020 in Review

818 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q1 2020, worth a combined $18.9B — up 1.9% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new KR positions and 106 closed out — a net gain of 31 holders — while 267 added to existing stakes and 315 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $182M. The largest seller was Wellington Management Group, cutting an estimated $287M.

  • 818 institutional investors held Kroger (KR) as of Q1 2020, up from 794 in Q4 2019.
  • Funds reported $18.9B of Kroger stock for Q1 2020, up 1.9% quarter-over-quarter.
  • 137 funds opened new Kroger positions in Q1 2020 and 106 closed out, a net change of +31 holders.
  • The largest Kroger buyer in Q1 2020 was Victory Capital Management, an estimated $182M added.
  • The largest Kroger seller in Q1 2020 was Wellington Management Group, an estimated $287M sold.

Based on aggregated 13F filings for Q1 2020.