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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
Point72 Asset Management
801
Point72 Asset Management
Connecticut
-$43K -2,000 Closed
SMFS
802
Squar Milner Financial Services
California
-$37K -1,696 Closed
ST
803
Sageworth Trust
Pennsylvania
-$33K -1,500 Closed
EWM
804
Executive Wealth Management
Michigan
-$32K -1,474 Closed
PCP
805
Proficio Capital Partners
Massachusetts
-$32K -1,459 Closed
TPWA
806
TRUE Private Wealth Advisors
Oregon
-$26K -1,240 Closed
KCPG
807
Kavar Capital Partners Group
Kansas
-$22K -1,000 Closed
DWM
808
Doyle Wealth Management
Florida
-$21K -960 Closed
OSNBOA
809
Old Second National Bank of Aurora
Illinois
-$21K -960 Closed
DSC
810
Duncker Streett & Co
Missouri
-$19K -876 Closed
MWM
811
Mascoma Wealth Management
New Hampshire
-$17K -800 Closed
NCM
812
Next Capital Management
New York
-$15K -695 Closed
SL
813
Salomon & Ludwin
Virginia
-$9K -400 Closed
TFA
814
Transamerica Financial Advisors
Florida
-$8K -360 Closed
YWP
815
YorkBridge Wealth Partners
New York
-$7K -325 Closed
M
816
MOTCO
Texas
-$6K -284 Closed
OIA
817
OneDigital Investment Advisors
Kansas
-$4K -200 Closed
RCG
818
Ruggie Capital Group
Florida
-$4K -197 Closed
CFA
819
Carroll Financial Associates
North Carolina
-$3K -163 Closed
AC
820
Avestar Capital
New York
-$1K -128 Closed
BAM
821
Barrett Asset Management
New York
-$2K -100 Closed
EWA
822
Evolution Wealth Advisors
Florida
-$1K -64 Closed
W
823
WealthStone
Ohio
-$542 -25 Closed
FEG
824
Financial Enhancement Group
Indiana
+$233 +10 New
PWP
825
Personal Wealth Partners
Minnesota
+$442 +19 New

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.