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1,031 hedge funds and large institutions have $24.6B invested in Kroger in 2022 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 385 increasing their positions, 390 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.81% more ownership

Funds ownership: 77.03%78.83% (+1.8%)

1% less repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 390

4% less call options, than puts

Call options by funds: $345M | Put options by funds: $361M

2% less funds holding

Funds holding: 1,0571,031 (-26)

7% less capital invested

Capital invested by funds: $26.5B → $24.6B (-$1.94B)

12% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 99

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

Holders
1,031
Holders Change
-26
Holders Change %
-2.46%
% of All Funds
17.76%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.29%
New
87
Increased
385
Reduced
390
Closed
99
Calls
$345M
Puts
$361M
Net Calls
-$15.8M
Net Calls Change
+$635M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
851
BerganKDV Wealth Management
Minnesota
$117K -$1.71K -36 -1%
EWA
852
EverSource Wealth Advisors
Alabama
$117K +$10.5K +222 +9%
AA
853
Ancora Advisors
Ohio
$114K +$4.8K +101 +4%
CWM
854
Castle Wealth Management
Florida
$106K +$28.1K +592 +32%
BTI
855
Blue Trust Inc
Georgia
$106K +$39.5K +831 +59%
CF
856
Centaurus Financial
California
$104K +$112K +2,368 New
BWL
857
Bogart Wealth LLC
Virginia
$101K -$2.94K -62 -3%
AAP
858
Arax Advisory Partners
Colorado
$101K -$48 -1 -0%
CFD
859
Creative Financial Designs
Indiana
$88K
FPFS
860
First Personal Financial Services
North Carolina
$88K
BIA
861
Bell Investment Advisors
California
$83K -$1.43K -30 -2%
AA
862
Alta Advisers
United Kingdom
$83K +$90.3K +1,900 New
FWM
863
Focused Wealth Management
New York
$79K
ST
864
Smithfield Trust
Pennsylvania
$79K
MA
865
MCF Advisors
Kentucky
$78K
PTC
866
Private Trust Company
Ohio
$75K +$1.38K +29 +2%
GWS
867
Glassman Wealth Services
Virginia
$73K -$1.28K -27 -2%
HS
868
Horan Securities
United States
$73K +$1.9K +40 +2%
A
869
AustralianSuper
Australia
$71.8K +$3.65M +76,860 +5%
LWCFA
870
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$70K
GWM
871
Geneos Wealth Management
Colorado
$69K -$225K -4,734 -75%
AP
872
Arlington Partners
Alabama
$68K
IAMOG
873
Investors Asset Management of Georgia
Georgia
$66K +$71.3K +1,501 New
CCM
874
CAAS Capital Management
New York
$66K +$72K +1,515 New
HI
875
Hudock Inc
Pennsylvania
$65K