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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
VRM
826
Vectors Research Management
New York
$6K – – –
PB
827
Pinnacle Bancorp
Nebraska
$6K +$6.08K +176 New
HCA
828
Horan Capital Advisors
Ohio
$6K +$6.22K +180 New
WPA
829
West Paces Advisors
Georgia
$5.09K – – –
CCA
830
Column Capital Advisors
Indiana
$5K – – –
M
831
MOTCO
Texas
$5K – – –
PMFA
832
Plante Moran Financial Advisors
Michigan
$5K – – –
ARMC
833
American Research & Management Company
Massachusetts
$5K +$5.21K +151 New
Millennium Management
834
Millennium Management
New York
$4.62K -$8.93M -258,477 -65%
NIM
835
NuWave Investment Management
New Jersey
$4K -$651K -18,860 -99%
MCM
836
MV Capital Management
Maryland
$4K – – –
JWM
837
Janiczek Wealth Management
Colorado
$4K +$3.94K +114 New
PWM
838
Provident Wealth Management
Tennessee
$4K +$4.18K +121 New
FGA
839
Fortis Group Advisors
New Jersey
$4K +$4.97K +144 New
AWM
840
AllSquare Wealth Management
New York
$3K – – –
APWM
841
Atlas Private Wealth Management
New York
$3K – – –
EWA
842
Evolution Wealth Advisors
Florida
$3K – – –
TIM
843
Tortoise Investment Management
New York
$3K – – –
CWC
844
Carolinas Wealth Consulting
North Carolina
$3K +$725 +21 +36%
ADL
845
Asset Dedication LLC
California
$3K +$3.28K +95 New
PI
846
PEAK6 Investments
Illinois
$2K -$4.92M -142,465 -100%
TFA
847
Transamerica Financial Advisors
Florida
$2K -$587K -16,997 -100%
IAS
848
IMA Advisory Services
Colorado
$2K -$32.3K -935 -94%
CCM
849
Copeland Capital Management
Pennsylvania
$2K – – –
WLPWM
850
Walled Lake Planning & Wealth Management
Illinois
$2K – – –
32 33
34
35 36

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.