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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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
726
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$97K +$99.2K +2,872 New
RIM
727
Rampart Investment Management
Connecticut
$94K -$3.76M -108,820 -98%
BWM
728
BerganKDV Wealth Management
Minnesota
$91K – – –
AA
729
Ancora Advisors
Ohio
$87K -$16.2K -469 -15%
CIA
730
CSat Investment Advisory
Michigan
$86K -$119K -3,433 -57%
FFA
731
Founders Financial Alliance
North Carolina
$83K +$83.6K +2,420 New
PCM
732
Penserra Capital Management
California
$79K -$7.63K -221 -9%
AP
733
Arlington Partners
Alabama
$76K – – –
SWM
734
Sugarloaf Wealth Management
Georgia
$74K -$6.91K -200 -8%
WT
735
Whittier Trust
California
$73K +$11.3K +326 +18%
AAP
736
Arax Advisory Partners
Colorado
$72K – – –
SBL
737
Sargent Bickham Lagudis
Colorado
$69K -$5.01K -145 -7%
FPFS
738
First Personal Financial Services
North Carolina
$68K – – –
NPP
739
New Potomac Partners
Maryland
$68K – – –
MHR
740
Matthew Hamilton Rosenberg
$66K – – –
TPWA
741
TRUE Private Wealth Advisors
Oregon
$65K +$6.11K +177 +10%
HFM
742
Harvest Fund Management
China
$63K -$110K -3,199 -64%
EP
743
Eudaimonia Partners
Tennessee
$62K – – –
PFO
744
Pathstone Family Office
New Jersey
$59K – – –
PCIA
745
Prime Capital Investment Advisors
Kansas
$58K +$30.3K +877 +104%
BFC
746
Bedel Financial Consulting
Indiana
$55K +$6.91K +200 +14%
CHC
747
City Holding Co
West Virginia
$53K +$6.91K +200 +15%
ST
748
Smithfield Trust
Pennsylvania
$51K +$5.87K +170 +13%
BCA
749
Berman Capital Advisors
Georgia
$50K +$7.43K +215 +17%
GWMIA
750
Global Wealth Management Investment Advisory
Florida
$49K -$6.22K -180 -11%
28 29
30
31 32

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.