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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
HFA
776
HC Financial Advisors
California
$26K +$26.6K +770 New
VCM
777
Vigilant Capital Management
Maine
$24K +$23.9K +693 New
NIC
778
Northwest Investment Counselors
Oregon
$24K +$24.2K +700 New
GWS
779
Glassman Wealth Services
Virginia
$23K +$2.28K +66 +11%
FHC
780
First Horizon Corporation
Tennessee
$23K +$23.9K +693 New
SA
781
SRH Advisors
Kansas
$22K +$12.2K +352 +117%
APA
782
American Portfolios Advisors
New York
$21.3K -$62.7K -1,814 -74%
PWMG
783
Prestige Wealth Management Group
New Jersey
$21K -$19.4K -563 -48%
JSC
784
Jackson Square Capital
California
$21K – – –
LWANC
785
Laurel Wealth Advisors (North Carolina)
North Carolina
$21K – – –
TFO
786
Tarbox Family Office
California
$20K -$1.14K -33 -5%
CTB
787
Country Trust Bank
Illinois
$20K – – –
CAL
788
Capital Advisors Ltd
Ohio
$20K +$69 +2 +0.3%
NNP
789
Nachman Norwood & Parrott
South Carolina
$20K +$20.7K +600 New
PFGIA
790
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$9.39K +272 +107%
HPC
791
HM Payson & Co
Maine
$17K +$17.3K +500 New
FP
792
Financial Perspectives
Minnesota
$17K – – –
SLF
793
Sun Life Financial
Ontario, Canada
$16K -$484 -14 -3%
GAM
794
Gemmer Asset Management
California
$16K – – –
RE
795
RBC Europe
United Kingdom
$15.3K – – –
TWA
796
TCI Wealth Advisors
Arizona
$15K +$1.8K +52 +13%
PO
797
Private Ocean
California
$15K +$3.45K +100 +29%
FCH
798
Freestone Capital Holdings
Washington
$14.5K +$14.8K +428 New
SNT
799
Security National Trust
West Virginia
$14K – – –
DOA
800
D'Orazio & Associates
Virginia
$14K +$3.52K +102 +34%
30 31
32
33 34

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.