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1,031 hedge funds and large institutions have $24.6B invested in Kroger in 2022 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 385 increasing their positions, 390 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.81% more ownership

Funds ownership: 77.03%78.83% (+1.8%)

1% less repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 390

4% less call options, than puts

Call options by funds: $345M | Put options by funds: $361M

2% less funds holding

Funds holding: 1,0571,031 (-26)

7% less capital invested

Capital invested by funds: $26.5B → $24.6B (-$1.94B)

12% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 99

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

Holders
1,031
Holders Change
-26
Holders Change %
-2.46%
% of All Funds
17.76%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.29%
New
87
Increased
385
Reduced
390
Closed
99
Calls
$345M
Puts
$361M
Net Calls
-$15.8M
Net Calls Change
+$635M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
801
Weik Capital Management
Pennsylvania
$218K
5L
802
55I LLC
Massachusetts
$218K +$236K +4,966 New
FA
803
FDx Advisors
Illinois
$216K -$62.8K -1,321 -21%
MHS
804
M Holdings Securities
Oregon
$215K -$68.1K -1,433 -23%
PFPT
805
Pinnacle Financial Partners (Tennessee)
Tennessee
$215K +$6.75K +142 +3%
CBFP
806
Cedar Brook Financial Partners
Ohio
$213K -$2.28K -48 -1%
LA
807
Lifeworks Advisors
Michigan
$211K -$8.88K -187 -4%
APA
808
Astoria Portfolio Advisors
New York
$211K +$19.8K +417 +9%
IAIM
809
Industrial Alliance Investment Management
Quebec, Canada
$210K -$21.8K -459 -9%
PWPS
810
Pinnacle Wealth Planning Services
Ohio
$207K
LWAC
811
Laurel Wealth Advisors (California)
California
$205K -$10.4K -218 -4%
OCG
812
Opus Capital Group
Ohio
$205K +$223K +4,684 New
RFN
813
RDA Financial Network
Iowa
$203K +$4.61K +97 +2%
ECM
814
Evergreen Capital Management
Washington
$202K -$68.3K -1,438 -24%
PWMG
815
Prestige Wealth Management Group
New Jersey
$202K +$15.7K +330 +8%
SIC
816
Shoker Investment Counsel
Ohio
$200K +$380 +8 +0.2%
SSG
817
Summit Securities Group
New York
$200K +$124K +2,605 +132%
SIM
818
Sentry Investment Management
Wisconsin
$198K
HPC
819
HM Payson & Co
Maine
$197K +$190K +4,000 +800%
GC
820
Globeflex Capital
California
$192K
CCM
821
Covington Capital Management
California
$188K -$1.66K -35 -0.8%
Loomis, Sayles & Company
822
Loomis, Sayles & Company
Massachusetts
$187K +$6.94K +146 +4%
Bank Julius Baer & Co
823
Bank Julius Baer & Co
Switzerland
$184K +$36.2K +761 +22%
MA
824
Montag & Associates
Georgia
$183K
CSPIA
825
Cary Street Partners Investment Advisory
Virginia
$181K +$15.7K +330 +9%