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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
GWAG
726
Garrett Wealth Advisory Group
Texas
$3.63K +$3.28K +141 New
AWM
727
AllSquare Wealth Management
New York
$3K -$2.33K -100 -50%
AM
728
Atwater Malick
Pennsylvania
$3K +$3.07K +132 New
FIB
729
First Interstate Bank
Montana
$2K -$56.8K -2,440 -97%
ARMC
730
American Research & Management Company
Massachusetts
$2K
BWA
731
BDO Wealth Advisors
Florida
$2K
SCA
732
Stonebridge Capital Advisors
Minnesota
$2K
TIM
733
Tortoise Investment Management
New York
$2K
AF
734
Allworth Financial
California
$2K +$1.19K +51 +319%
SIM
735
Sonora Investment Management
Arizona
$1K -$4.09K -176 -85%
LGWM
736
Litman Gregory Wealth Management
California
$1K -$1.05K -45 -49%
NSB
737
Norway Savings Bank
Maine
$1K
TFA
738
Toth Financial Advisory
Virginia
$1K
NR
739
Newfound Research
Massachusetts
$1K +$47 +2 +4%
EI
740
Ellevest Inc
New York
$1K +$814 +35 New
WWM
741
Willingdon Wealth Management
North Carolina
$1K +$1.05K +45 New
ED
742
Exane Derivatives
France
$103
GEA
743
Glen Eagle Advisors
New Jersey
$37
Arrowstreet Capital
744
Arrowstreet Capital
Massachusetts
-$31.8M -1,465,503 Closed
CVA
745
Ceredex Value Advisors
Florida
-$26.6M -1,225,869 Closed
CBOA
746
Commonwealth Bank of Australia
Australia
-$9.12M -420,382 Closed
EP
747
Edgestream Partners
New Jersey
-$4.89M -225,232 Closed
6CM
748
683 Capital Management
New York
-$4.77M -205,000 Closed
AIM
749
Artemis Investment Management
United Kingdom
-$4.31M -198,633 Closed
SEC
750
Seven Eight Capital
New York
-$4.17M -191,985 Closed

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.