Kroger
778 hedge funds and large institutions have $27B invested in Kroger in 2015 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 284 increasing their positions, 330 reducing their positions, and 42 closing their positions.
69% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 42
11% more funds holding in top 10
Funds holding in top 10: 35 → 39 (+4)
3% more funds holding
Funds holding: 756 → 778 (+22)
1% less capital invested
Capital invested by funds: $27.2B → $27B (-$191M)
13% less call options, than puts
Call options by funds: $178M | Put options by funds: $206M
14% less repeat investments, than reductions
Existing positions increased: 284 | Existing positions reduced: 330
81.46% less ownership
Funds ownership: 158.61% → 77.16% (-81%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$480M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$125M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$79.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$78.5M |
| 5 |
Jennison Associates
New York
|
+$74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$190M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$164M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$156M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$141M |
| 5 |
Axa
Paris,
France
|
-$86.9M |
KR Hedge Fund Activity: Q3 2015 in Review
778 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q3 2015, worth a combined $27B — down 0.7% from $27.2B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new KR positions and 42 closed out — a net gain of 29 holders — while 284 added to existing stakes and 330 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $480M. The largest seller was Fidelity Investments, cutting an estimated $190M.
- 778 institutional investors held Kroger (KR) as of Q3 2015, up from 756 in Q2 2015.
- Funds reported $27B of Kroger stock for Q3 2015, down 0.7% quarter-over-quarter.
- 71 funds opened new Kroger positions in Q3 2015 and 42 closed out, a net change of +29 holders.
- The largest Kroger buyer in Q3 2015 was Capital Research Global Investors, an estimated $480M added.
- The largest Kroger seller in Q3 2015 was Fidelity Investments, an estimated $190M sold.
Based on aggregated 13F filings for Q3 2015.