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773 hedge funds and large institutions have $21.5B invested in Kroger in 2016 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 284 increasing their positions, 310 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 310

4% less funds holding

Funds holding: 802773 (-29)

3.81% less ownership

Funds ownership: 81.43%77.62% (-3.8%)

19% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 95

24% less capital invested

Capital invested by funds: $28.2B → $21.5B (-$6.65B)

35% less call options, than puts

Call options by funds: $112M | Put options by funds: $172M

62% less funds holding in top 10

Funds holding in top 10: 218 (-13)

Holders
773
Holders Change
-29
Holders Change %
-3.62%
% of All Funds
20.62%
Holding in Top 10
8
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-61.9%
% of All Funds
0.21%
New
77
Increased
284
Reduced
310
Closed
95
Calls
$112M
Puts
$172M
Net Calls
-$60.3M
Net Calls Change
-$105K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
751
Sutton Wealth Advisors
Florida
$3.09K -$53.5K -1,608 -94%
FAM
752
Fred Alger Management
New York
$3K -$1.93M -58,092 -100%
BCFS
753
Butensky & Cohen Financial Security
Florida
$3K
RCG
754
Ruggie Capital Group
Florida
$3K
FPTW
755
Franklin, Parlapiano, Turner & Welch
Texas
$3K +$3.33K +100 New
BGIM
756
Brandywine Global Investment Management
Pennsylvania
$2K -$17.7M -533,139 -100%
WA
757
WFG Advisors
Texas
$2K -$2.36K -71 -46%
DPA
758
Delphi Private Advisors
California
$2K
DSC
759
Duncker Streett & Co
Missouri
$2K
LWM
760
LBA Wealth Management
Florida
$2K
NHFG
761
New Harbor Financial Group
Massachusetts
$2K
OAJ
762
Ogorek Anthony Joseph
New York
$2K
MRCM
763
M&R Capital Management
New Jersey
$2K +$831 +25 +33%
M
764
MOTCO
Texas
$2K +$1.76K +53 New
WP
765
WealthPLAN Partners
Nebraska
$1.83K -$34.4K -1,035 -94%
ACS
766
Archford Capital Strategies
Illinois
$1K
CYG
767
Clean Yield Group
Vermont
$1K
NR
768
Newfound Research
Massachusetts
$1K
RI
769
Redwood Investments
Massachusetts
$1K
VNA
770
Valley National Advisers
Pennsylvania
$1K
SIM
771
Sonora Investment Management
Arizona
$534
FNB
772
Farmers National Bank
Kentucky
$330 +$370K +11,130 New
ED
773
Exane Derivatives
France
$119
SBL
774
Sargent Bickham Lagudis
Colorado
$87 -$79.7K -2,396 -89%
Westfield Capital Management
775
Westfield Capital Management
Massachusetts
-$105M -2,841,154 Closed

KR Hedge Fund Activity: Q3 2016 in Review

773 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q3 2016, worth a combined $21.5B — down 24% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of KR and 77 opened new positions — a net loss of 18 holders — while 310 trimmed existing stakes and 284 added.

The largest buyer was Capital Research Global Investors, adding an estimated $373M. The largest seller was Capital World Investors, cutting an estimated $1.29B.

  • 773 institutional investors held Kroger (KR) as of Q3 2016, down from 802 in Q2 2016.
  • Funds reported $21.5B of Kroger stock for Q3 2016, down 24% quarter-over-quarter.
  • 77 funds opened new Kroger positions in Q3 2016 and 95 closed out, a net change of -18 holders.
  • The largest Kroger buyer in Q3 2016 was Capital Research Global Investors, an estimated $373M added.
  • The largest Kroger seller in Q3 2016 was Capital World Investors, an estimated $1.29B sold.

Based on aggregated 13F filings for Q3 2016.