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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
CIC
851
Chilton Investment Company
Connecticut
-$206K -7,000 Closed
ADBIC
852
A.D. Beadell Investment Counsel
Wisconsin
-$200K -6,800 Closed
CIAN
853
Capstone Investment Advisors (Netherlands)
New York
-$191K -6,478 Closed
CWM
854
Concert Wealth Management
California
-$220K -6,321 Closed
BWP
855
Baldwin Wealth Partners
Massachusetts
-$147K -5,000 Closed
SEIA
856
Signature Estate & Investment Advisors
California
-$102K -3,454 Closed
SF
857
Synovus Financial
Georgia
-$58K -1,977 Closed
KLWA
858
Kelly Lawrence W & Associates
California
-$56K -1,900 Closed
FMTCOCP
859
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$47.2K -1,600 Closed
AIM
860
Acrospire Investment Management
Illinois
-$38K -1,300 Closed
CRCP
861
Copper Rock Capital Partners
Massachusetts
-$35K -1,203 Closed
FMA
862
FNY Managed Accounts
New York
-$31K -1,055 Closed
AA
863
Apriem Advisors
California
-$29K -1,000 Closed
CGT
864
Capital Guardian Trust
California
-$27K -900 Closed
CAG
865
Crestwood Advisors Group
Massachusetts
-$26K -900 Closed
BIG
866
Bellwether Investment Group
Tennessee
-$20K -674 Closed
FPS
867
Fieldpoint Private Securities
Connecticut
-$19K -629 Closed
PWM
868
Perigon Wealth Management
California
-$13K -428 Closed
WIM
869
Westside Investment Management
California
-$10.8K -370 Closed
DIA
870
Davidson Investment Advisors
Montana
-$6K -225 Closed
FPTW
871
Franklin, Parlapiano, Turner & Welch
Texas
-$3K -100 Closed
RCG
872
Ruggie Capital Group
Florida
-$3K -100 Closed
BCI
873
Brinker Capital Investments
Pennsylvania
-$1K -40 Closed
ACS
874
Archford Capital Strategies
Illinois
-$1K -34 Closed
CYG
875
Clean Yield Group
Vermont
-$1K -33 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.