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730 hedge funds and large institutions have $14.1B invested in Kroger in 2019 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 264 increasing their positions, 297 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.26% less ownership

Funds ownership: 82.05%81.79% (-0.26%)

6% less funds holding

Funds holding: 777730 (-47)

11% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 297

12% less capital invested

Capital invested by funds: $16.1B → $14.1B (-$1.94B)

16% less call options, than puts

Call options by funds: $260M | Put options by funds: $311M

34% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 102

Holders
730
Holders Change
-47
Holders Change %
-6.05%
% of All Funds
15.86%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
67
Increased
264
Reduced
297
Closed
102
Calls
$260M
Puts
$311M
Net Calls
-$51.1M
Net Calls Change
-$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
801
Legacy Advisors
Pennsylvania
-$47K -1,921 Closed
BMM
802
Buffington Mohr McNeal
Idaho
-$39K -1,600 Closed
NSIM
803
North Star Investment Management
Illinois
-$27K -1,100 Closed
LC
804
Lavaca Capital
Texas
-$25K -1,000 Closed
IWP
805
Icon Wealth Partners
Texas
-$24K -971 Closed
RCM
806
Requisite Capital Management
Texas
-$15K -621 Closed
FC
807
Ferris Capital
Massachusetts
-$14K -560 Closed
MIM
808
Macroview Investment Management
Maryland
-$12K -506 Closed
CYG
809
Clean Yield Group
Vermont
-$11K -450 Closed
SPL
810
Smart Portfolios LLC
Washington
-$10K -420 Closed
HWA
811
Heritage Wealth Advisors
Virginia
-$9.99K -406 Closed
HCA
812
Horan Capital Advisors
Ohio
-$8K -310 Closed
WCM
813
WealthBridge Capital Management
Ohio
-$8K -303 Closed
PWM
814
PRW Wealth Management
Massachusetts
-$7K -275 Closed
PMFA
815
Plante Moran Financial Advisors
Michigan
-$6K -264 Closed
KPW
816
Kore Private Wealth
New York
-$6K -261 Closed
OC
817
Oakworth Capital
Alabama
-$6K -240 Closed
MSA
818
Marino Stram & Associates
Massachusetts
-$5K -200 Closed
OFW
819
Omnia Family Wealth
Florida
-$5K -191 Closed
AIA
820
Alera Investment Advisors
Illinois
-$3K -121 Closed
PGA
821
Premia Global Advisors
Florida
-$2K -114 Closed
SFA
822
Semmax Financial Advisors
North Carolina
-$3K -106 Closed
CCM
823
Cribstone Capital Management
Maine
-$2K -99 Closed
IP
824
Intellectus Partners
California
-$2K -94 Closed
CI
825
CX Institutional
Indiana
-$2K -85 Closed

KR Hedge Fund Activity: Q2 2019 in Review

730 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q2 2019, worth a combined $14.1B — down 12% from $16.1B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of KR and 67 opened new positions — a net loss of 35 holders — while 297 trimmed existing stakes and 264 added.

The largest buyer was Franklin Resources, adding an estimated $104M. The largest seller was Aristotle Capital Management, exiting entirely with an estimated $174M sold.

  • 730 institutional investors held Kroger (KR) as of Q2 2019, down from 777 in Q1 2019.
  • Funds reported $14.1B of Kroger stock for Q2 2019, down 12% quarter-over-quarter.
  • 67 funds opened new Kroger positions in Q2 2019 and 102 closed out, a net change of -35 holders.
  • The largest Kroger buyer in Q2 2019 was Franklin Resources, an estimated $104M added.
  • The largest Kroger seller in Q2 2019 was Aristotle Capital Management, an estimated $174M sold.

Based on aggregated 13F filings for Q2 2019.