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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
Handelsbanken Fonder
851
Handelsbanken Fonder
Sweden
-$202K -5,501 Closed
IAM
852
Impax Asset Management
New Hampshire
-$201K -5,456 Closed
EAM
853
EverPoint Asset Management
Connecticut
-$161K -4,389 Closed
Cohen & Steers
854
Cohen & Steers
New York
-$66K -1,800 Closed
MSFP
855
Mark Sheptoff Financial Planning
Connecticut
-$58K -1,582 Closed
EDRH
856
Edmond de Rothschild Holding
Switzerland
-$49K -1,340 Closed
PHK
857
Point72 Hong Kong
Hong Kong
-$40K -1,100 Closed
EDRE
858
Edmond de Rothschild (Europe)
Luxembourg
-$38K -1,040 Closed
ATC
859
Adirondack Trust Company
New York
-$36K -990 Closed
JSAM
860
J. Safra Asset Management
New York
-$32K -883 Closed
FMA
861
FNY Managed Accounts
New York
-$18.4K -500 Closed
HIIFS
862
Harel Insurance Investments & Financial Services
Israel
-$11K -300 Closed
PAI
863
Pittenger & Anderson Inc
Nebraska
-$11K -300 Closed
WOC
864
West Oak Capital
California
-$7.36K -200 Closed
AWM
865
Avior Wealth Management
Nebraska
-$7K -180 Closed
CMBA
866
C.M. Bidwell & Associates
Hawaii
-$5K -140 Closed
MCM
867
MV Capital Management
Maryland
-$4K -118 Closed
RWA
868
Ropes Wealth Advisors
Massachusetts
-$3K -92 Closed
MWP
869
MYCIO Wealth Partners
Pennsylvania
-$2K -47 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.