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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
PAG
876
Private Advisory Group
Washington
– -$2.93M -86,535 Closed
BIM
877
Bogle Investment Management
Massachusetts
– -$2.83M -83,547 Closed
MWNA
878
Marshall Wace North America
New York
– -$2.46M -72,558 Closed
CB
879
Cadence Bank
Mississippi
– -$2.17M -64,079 Closed
HS
880
Haafor (Singapore)
Singapore
– -$2.15M -63,642 Closed
DIM
881
Delta Investment Management
California
– -$2.09M -61,787 Closed
UFF
882
USA Financial Formulas
Michigan
– -$1.99M -58,841 Closed
SIP
883
Stoneridge Investment Partners
Pennsylvania
– -$1.58M -46,550 Closed
DF
884
Donoghue Forlines
Massachusetts
– -$1.44M -42,443 Closed
APF
885
Alaska Permanent Fund
Alaska
– -$1.13M -33,270 Closed
PHK
886
Point72 Hong Kong
Hong Kong
– -$1.07M -31,560 Closed
GVAG
887
Great Valley Advisor Group
Delaware
– -$1.04M -30,663 Closed
PCM
888
Prelude Capital Management
New York
– -$947K -27,988 Closed
NA
889
NewEdge Advisors
Louisiana
– -$942K -27,813 Closed
VCM
890
Violich Capital Management
California
– -$905K -26,737 Closed
LCM
891
Laurion Capital Management
New York
– -$898K -26,517 Closed
FS
892
Ferguson Shapiro
Georgia
– -$766K -23,633 Closed
TSS
893
Two Sigma Securities
New York
– -$755K -21,865 Closed
MERSOM
894
Municipal Employees' Retirement System of Michigan
Michigan
– -$685K -20,250 Closed
CRWM
895
Castle Rock Wealth Management
California
– -$696K -19,678 Closed
SEC
896
Seven Eight Capital
New York
– -$630K -18,600 Closed
VF
897
Virtu Financial
New York
– -$627K -18,515 Closed
SM
898
Southport Management
Wyoming
– -$508K -15,000 Closed
FMLI
899
Fukoku Mutual Life Insurance
Japan
– -$474K -14,000 Closed
FAIM
900
Financial Advocates Investment Management
Washington
– -$466K -13,746 Closed
34 35
36
37 38

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.