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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
FMB
801
Field & Main Bank
Kentucky
$14K +$13.8K +400 New
AAM
802
Advisors Asset Management
Colorado
$14K +$14K +405 New
CB
803
Community Bank
New York
$13K – – –
FRA
804
Front Row Advisors
California
$12K +$2.63K +76 +25%
BWM
805
Baystate Wealth Management
Massachusetts
$11K – – –
CWM
806
Cranbrook Wealth Management
Michigan
$11K – – –
LFG
807
Larson Financial Group
Missouri
$11K +$6.04K +175 +112%
GRP
808
Global Retirement Partners
California
$10K -$16K -464 -60%
EW
809
Evoke Wealth
California
$10K -$2.63K -76 -21%
FMP
810
Financial Management Professionals
Texas
$10K – – –
PG
811
Proffitt & Goodson
Tennessee
$10K – – –
TC
812
Trust Company
Kansas
$10K +$3.66K +106 +53%
TCOV
813
Trust Company of Vermont
Vermont
$9K – – –
HIM
814
Hillsdale Investment Management
Ontario, Canada
$9K +$9.67K +280 New
KTC
815
Kistler-Tiffany Companies
Pennsylvania
$8K – – –
TFGT
816
TS Financial Group (TSFG)
Illinois
$8K – – –
MLFP
817
MPS Loria Financial Planners
Illinois
$7K – – –
NC
818
NewSquare Capital
Pennsylvania
$7K – – –
PCFFS
819
Pacific Center for Financial Services
California
$7K – – –
SFSIG
820
San Francisco Sentry Investment Group
California
$7K – – –
VCM
821
Versant Capital Management
Arizona
$7K – – –
ONST
822
Old North State Trust
North Carolina
$7K +$7.63K +221 New
SWA
823
Sutton Wealth Advisors
Florida
$6.92K – – –
FEG
824
Financial Enhancement Group
Indiana
$6K -$7.63M -220,782 -100%
First Manhattan
825
First Manhattan
New York
$6K – – –
31 32
33
34 35

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.