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773 hedge funds and large institutions have $21.5B invested in Kroger in 2016 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 284 increasing their positions, 310 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 310

4% less funds holding

Funds holding: 802773 (-29)

3.81% less ownership

Funds ownership: 81.43%77.62% (-3.8%)

19% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 95

24% less capital invested

Capital invested by funds: $28.2B → $21.5B (-$6.65B)

35% less call options, than puts

Call options by funds: $112M | Put options by funds: $172M

62% less funds holding in top 10

Funds holding in top 10: 218 (-13)

Holders
773
Holders Change
-29
Holders Change %
-3.62%
% of All Funds
20.62%
Holding in Top 10
8
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-61.9%
% of All Funds
0.21%
New
77
Increased
284
Reduced
310
Closed
95
Calls
$112M
Puts
$172M
Net Calls
-$60.3M
Net Calls Change
-$105K
Name Holding Trade Value Shares
Change
Change in
Stake
ABP
826
Arthur B. Page
-$380K -10,335 Closed
BFG
827
Beacon Financial Group
Texas
-$374K -10,266 Closed
FMWA
828
Forvis Mazars Wealth Advisors
Missouri
-$303K -8,245 Closed
CC
829
Courier Capital
New York
-$295K -8,022 Closed
PL
830
Parkwood LLC
Ohio
-$289K -7,867 Closed
SFSIG
831
San Francisco Sentry Investment Group
California
-$284K -7,718 Closed
SSP
832
Sapphire Star Partners
Washington
-$275K -7,469 Closed
BRWA
833
B. Riley Wealth Advisors
Florida
-$269K -7,274 Closed
CS
834
Comerica Securities
Michigan
-$259K -7,044 Closed
DIA
835
Denver Investment Advisors
Colorado
-$250K -6,800 Closed
CL
836
CPWM LLC
Washington
-$247K -6,706 Closed
EMG
837
Ellington Management Group
Connecticut
-$246K -6,700 Closed
LRPA
838
L. Roy Papp & Associates
Arizona
-$235K -6,400 Closed
SIC
839
Sigma Investment Counselors
Michigan
-$229K -6,226 Closed
SWK
840
Stephen W. Kidder
-$228K -6,200 Closed
HH
841
Hilltop Holdings
Texas
-$227K -6,192 Closed
PAIA
842
Park Avenue Institutional Advisers
New York
-$226K -6,146 Closed
NB
843
Nicolet Bankshares
Wisconsin
-$226K -6,135 Closed
SMH
844
Sanders Morris Harris
Texas
-$226K -6,133 Closed
MJP
845
Michael J. Puzo
-$221K -6,020 Closed
CG
846
Caprock Group
Idaho
-$220K -5,993 Closed
KA
847
Kovack Advisors
Florida
-$215K -5,834 Closed
LNC
848
Lincoln National Corp
Pennsylvania
-$211K -5,743 Closed
PG
849
PEAK6 Group
Illinois
-$187K -5,631 Closed
BO
850
Bank OZK
Arkansas
-$205K -5,572 Closed

KR Hedge Fund Activity: Q3 2016 in Review

773 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q3 2016, worth a combined $21.5B — down 24% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of KR and 77 opened new positions — a net loss of 18 holders — while 310 trimmed existing stakes and 284 added.

The largest buyer was Capital Research Global Investors, adding an estimated $373M. The largest seller was Capital World Investors, cutting an estimated $1.29B.

  • 773 institutional investors held Kroger (KR) as of Q3 2016, down from 802 in Q2 2016.
  • Funds reported $21.5B of Kroger stock for Q3 2016, down 24% quarter-over-quarter.
  • 77 funds opened new Kroger positions in Q3 2016 and 95 closed out, a net change of -18 holders.
  • The largest Kroger buyer in Q3 2016 was Capital Research Global Investors, an estimated $373M added.
  • The largest Kroger seller in Q3 2016 was Capital World Investors, an estimated $1.29B sold.

Based on aggregated 13F filings for Q3 2016.