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754 hedge funds and large institutions have $16B invested in Kroger in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 300 increasing their positions, 277 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 277

4% more call options, than puts

Call options by funds: $251M | Put options by funds: $241M

2.4% less ownership

Funds ownership: 78.61%76.21% (-2.4%)

3% less funds holding

Funds holding: 780754 (-26)

15% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 122

25% less capital invested

Capital invested by funds: $21.2B → $16B (-$5.23B)

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
754
Holders Change
-26
Holders Change %
-3.33%
% of All Funds
18.8%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
104
Increased
300
Reduced
277
Closed
122
Calls
$251M
Puts
$241M
Net Calls
+$9.78M
Net Calls Change
-$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SLI
801
Sumitomo Life Insurance
Japan
-$1.22M -41,427 Closed
TH
802
Timber Hill
Connecticut
-$1.12M -39,323 Closed
PA
803
Perennial Advisors
New York
-$982K -33,290 Closed
QC
804
QCM Cayman
Texas
-$894K -30,300 Closed
MPWT
805
MassMutual Private Wealth & Trust
Connecticut
-$890K -30,191 Closed
Fiera Capital (Canada)
806
Fiera Capital (Canada)
Quebec, Canada
-$884K -29,983 Closed
Verition Fund Management
807
Verition Fund Management
Connecticut
-$789K -26,770 Closed
TSS
808
Two Sigma Securities
New York
-$784K -26,582 Closed
Wealth Enhancement Advisory Services
809
Wealth Enhancement Advisory Services
Minnesota
-$762K -25,963 Closed
LJHT
810
Laurie J. Hall Trustee
-$737K -25,160 Closed
LCS
811
Levin Capital Strategies
New York
-$740K -25,077 Closed
LP
812
LMR Partners
United Kingdom
-$678K -22,993 Closed
HTHT
813
Hemenway Trust Hemenway Trust
New Hampshire
-$642K -21,780 Closed
VSI
814
Verde Servicos Internacionais
Brazil
-$607K -20,600 Closed
CNAM
815
Campbell Newman Asset Management
Wisconsin
-$533K -18,082 Closed
ZIC
816
ZWJ Investment Counsel
Georgia
-$533K -18,079 Closed
Mirae Asset Global Investments
817
Mirae Asset Global Investments
South Korea
-$517K -17,492 Closed
KPF
818
K2 Principal Fund
Ontario, Canada
-$480K -16,267 Closed
WP
819
WealthSource Partners
California
-$463K -15,712 Closed
HCMT
820
Highland Capital Management (Tennessee)
Tennessee
-$442K -14,989 Closed
FUBT
821
First United Bank & Trust
Maryland
-$421K -14,278 Closed
FHAM
822
Folger Hill Asset Management
New York
-$410K -13,896 Closed
WWM
823
Willingdon Wealth Management
North Carolina
-$397K -13,467 Closed
RP
824
Reinhart Partners
Wisconsin
-$363K -12,305 Closed
Cetera Investment Advisers
825
Cetera Investment Advisers
Illinois
-$348K -11,700 Closed

KR Hedge Fund Activity: Q2 2017 in Review

754 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q2 2017, worth a combined $16B — down 25% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of KR and 104 opened new positions — a net loss of 18 holders — while 277 trimmed existing stakes and 300 added.

The largest buyer was Aristotle Capital Management, adding an estimated $239M. The largest seller was Capital Research Global Investors, cutting an estimated $787M.

  • 754 institutional investors held Kroger (KR) as of Q2 2017, down from 780 in Q1 2017.
  • Funds reported $16B of Kroger stock for Q2 2017, down 25% quarter-over-quarter.
  • 104 funds opened new Kroger positions in Q2 2017 and 122 closed out, a net change of -18 holders.
  • The largest Kroger buyer in Q2 2017 was Aristotle Capital Management, an estimated $239M added.
  • The largest Kroger seller in Q2 2017 was Capital Research Global Investors, an estimated $787M sold.

Based on aggregated 13F filings for Q2 2017.