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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
SIP
776
Stoneridge Investment Partners
Pennsylvania
-$624K -28,750 Closed
Fiera Capital (Canada)
777
Fiera Capital (Canada)
Quebec, Canada
-$564K -25,947 Closed
OFS
778
OneAscent Financial Services
Alabama
-$549K -25,282 Closed
WCA
779
Waratah Capital Advisors
Ontario, Canada
-$543K -25,000 Closed
DCM
780
Dynamic Capital Management
Jersey
-$518K -23,850 Closed
FRM
781
Fox Run Management
Connecticut
-$497K -22,896 Closed
GC
782
Globeflex Capital
California
-$492K -22,654 Closed
BCM
783
BlueCrest Capital Management
Jersey
-$471K -21,703 Closed
UCFA
784
United Capital Financial Advisors
Texas
-$431K -19,855 Closed
CANY
785
Caxton Associates (New York)
New York
-$389K -17,913 Closed
6M
786
6 Meridian
Kansas
-$375K -17,271 Closed
HI
787
HBK Investments
Texas
-$361K -16,611 Closed
SP
788
Symmetry Partners
Connecticut
-$348K -16,020 Closed
ACPU
789
Arrowgrass Capital Partners (US)
Delaware
-$326K -15,000 Closed
PTC
790
Petrus Trust Company
Texas
-$321K -14,785 Closed
PCM
791
Prelude Capital Management
New York
-$298K -13,735 Closed
BCM
792
BBT Capital Management
Texas
-$267K -12,320 Closed
ACP
793
Aveo Capital Partners
Colorado
-$252K -11,881 Closed
ARMT
794
Amica Retiree Medical Trust
Rhode Island
-$253K -11,665 Closed
MWPCG
795
Measured Wealth Private Client Group
New Hampshire
-$218K -10,050 Closed
FWM
796
Frontier Wealth Management
Missouri
-$217K -10,004 Closed
RHBC
797
R.H. Bluestein & Co
Michigan
-$217K -10,000 Closed
KOCAA
798
Knights of Columbus Asset Advisors
Connecticut
-$165K -7,585 Closed
AOWM
799
Alpha Omega Wealth Management
Virginia
-$122K -5,603 Closed
MWM
800
Meridian Wealth Management
Kentucky
-$623 -2,871 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.