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754 hedge funds and large institutions have $16B invested in Kroger in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 300 increasing their positions, 277 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 277

4% more call options, than puts

Call options by funds: $251M | Put options by funds: $241M

2.4% less ownership

Funds ownership: 78.61%76.21% (-2.4%)

3% less funds holding

Funds holding: 780754 (-26)

15% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 122

25% less capital invested

Capital invested by funds: $21.2B → $16B (-$5.23B)

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
754
Holders Change
-26
Holders Change %
-3.33%
% of All Funds
18.8%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
104
Increased
300
Reduced
277
Closed
122
Calls
$251M
Puts
$241M
Net Calls
+$9.78M
Net Calls Change
-$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ZCA
826
Zeke Capital Advisors
Pennsylvania
-$324K -11,000 Closed
DCM
827
Decatur Capital Management
Georgia
-$313K -10,599 Closed
SGA
828
Strategic Global Advisors
California
-$301K -10,207 Closed
UB
829
UMB Bank
Missouri
-$299K -10,132 Closed
TIP
830
Torray Investment Partners
Maryland
-$291K -9,856 Closed
WB
831
WesBanco Bank
West Virginia
-$274K -9,302 Closed
P
832
Pitcairn
Pennsylvania
-$268K -9,099 Closed
BHWM
833
Bar Harbor Wealth Management
New Hampshire
-$260K -8,812 Closed
CFMC
834
Curbstone Financial Management Corp
New Hampshire
-$260K -8,800 Closed
NED
835
Nancy E. Dempze
-$258K -8,750 Closed
IAMOG
836
Investors Asset Management of Georgia
Georgia
-$248K -8,402 Closed
EWM
837
Evermay Wealth Management
Virginia
-$242K -8,195 Closed
CRC
838
Curi RMB Capital
Illinois
-$237K -8,032 Closed
CCMD
839
Cypress Capital Management (Delaware)
Delaware
-$236K -8,000 Closed
WCA
840
Westover Capital Advisors
Delaware
-$231K -7,828 Closed
SIC
841
Sigma Investment Counselors
Michigan
-$228K -7,735 Closed
RBC
842
Ronald Blue & Co
Georgia
-$227K -7,706 Closed
CIA
843
Capital Investment Advisors
Georgia
-$226K -7,665 Closed
CCA
844
Checchi Capital Advisers
California
-$226K -7,647 Closed
GW
845
GW & Wade
Massachusetts
-$216K -7,333 Closed
HCA
846
Harbour Capital Advisors
Virginia
-$213K -7,236 Closed
PGA
847
Portland Global Advisors
Maine
-$212K -7,176 Closed
RCAG
848
Rehmann Capital Advisory Group
Michigan
-$211K -7,154 Closed
MC
849
Moors & Cabot
Massachusetts
-$207K -7,050 Closed
SMH
850
Sanders Morris Harris
Texas
-$208K -7,050 Closed

KR Hedge Fund Activity: Q2 2017 in Review

754 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q2 2017, worth a combined $16B — down 25% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of KR and 104 opened new positions — a net loss of 18 holders — while 277 trimmed existing stakes and 300 added.

The largest buyer was Aristotle Capital Management, adding an estimated $239M. The largest seller was Capital Research Global Investors, cutting an estimated $787M.

  • 754 institutional investors held Kroger (KR) as of Q2 2017, down from 780 in Q1 2017.
  • Funds reported $16B of Kroger stock for Q2 2017, down 25% quarter-over-quarter.
  • 104 funds opened new Kroger positions in Q2 2017 and 122 closed out, a net change of -18 holders.
  • The largest Kroger buyer in Q2 2017 was Aristotle Capital Management, an estimated $239M added.
  • The largest Kroger seller in Q2 2017 was Capital Research Global Investors, an estimated $787M sold.

Based on aggregated 13F filings for Q2 2017.