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829 hedge funds and large institutions have $32.3B invested in Kroger in 2015 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 289 increasing their positions, 335 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 47

28% more funds holding in top 10

Funds holding in top 10: 3950 (+11)

19% more capital invested

Capital invested by funds: $27B → $32.3B (+$5.27B)

7% more funds holding

Funds holding: 778829 (+51)

2.23% more ownership

Funds ownership: 77.16%79.38% (+2.2%)

14% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 335

45% less call options, than puts

Call options by funds: $136M | Put options by funds: $245M

Holders
829
Holders Change
+51
Holders Change %
+6.56%
% of All Funds
21.75%
Holding in Top 10
50
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.21%
% of All Funds
1.31%
New
105
Increased
289
Reduced
335
Closed
47
Calls
$136M
Puts
$245M
Net Calls
-$109M
Net Calls Change
-$81.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CSS
776
Cubist Systematic Strategies
Connecticut
$32K -$1.88M -48,565 -98%
BL
777
Balentine LLC
Georgia
$31K +$10.2K +262 +56%
OC
778
Oakworth Capital
Alabama
$30K
MLIC
779
Mandatum Life Insurance Company
Finland
$28K +$26.2K +676 New
CFA
780
Carroll Financial Associates
North Carolina
$26K
TCM
781
Tradewinds Capital Management
Washington
$26K +$39 +1 +0.2%
AA
782
Apriem Advisors
California
$25K
CWM
783
Catamount Wealth Management
Connecticut
$25K
IR
784
Invictus RG
Bermuda
$25K +$23.2K +599 New
CAW
785
Cornerstone Advisors (Washington)
Washington
$24K
CFG
786
Citizens Financial Group
Rhode Island
$23K +$17.8K +460 New
BGIM
787
Brandywine Global Investment Management
Pennsylvania
$22K
CP
788
Corbenic Partners
Pennsylvania
$22K +$20.2K +520 New
PIM
789
Parasol Investment Management
Illinois
$21K
WTC
790
WhitTier Trust Company
Nevada
$21K
APSP
791
Asset Planning Services (Pennsylvania)
Pennsylvania
$18K
Carson Wealth (CWM LLC)
792
Carson Wealth (CWM LLC)
Nebraska
$17K
KLWA
793
Kelly Lawrence W & Associates
California
$17K
SSB
794
Sandy Spring Bank
Maryland
$16K +$8.29K +214 +126%
DBT
795
Dubuque Bank & Trust
Iowa
$16K +$14.6K +376 New
OFS
796
Orrstown Financial Services
Pennsylvania
$15K
MFW
797
Mosaic Family Wealth
Missouri
$14K +$13.9K +358 New
MBT
798
Monroe Bank & Trust
Michigan
$13K
N
799
Nuveen
North Carolina
$12.3K -$4.1M -105,710 -26%
GAM
800
Gemmer Asset Management
California
$12K

KR Hedge Fund Activity: Q4 2015 in Review

829 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q4 2015, worth a combined $32.3B — up 19% from $27B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new KR positions and 47 closed out — a net gain of 58 holders — while 289 added to existing stakes and 335 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $849M. The largest seller was AllianceBernstein, cutting an estimated $202M.

  • 829 institutional investors held Kroger (KR) as of Q4 2015, up from 778 in Q3 2015.
  • Funds reported $32.3B of Kroger stock for Q4 2015, up 19% quarter-over-quarter.
  • 105 funds opened new Kroger positions in Q4 2015 and 47 closed out, a net change of +58 holders.
  • The largest Kroger buyer in Q4 2015 was Capital Research Global Investors, an estimated $849M added.
  • The largest Kroger seller in Q4 2015 was AllianceBernstein, an estimated $202M sold.

Based on aggregated 13F filings for Q4 2015.