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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
MIA
901
MainStreet Investment Advisors
Illinois
– -$465K -13,738 Closed
XM
902
XTX Markets
New York
– -$448K -13,234 Closed
NERM
903
New England Research & Management
Illinois
– -$442K -13,050 Closed
JIP
904
Jaffetilchin Investment Partners
Florida
– -$440K -13,001 Closed
FANJ
905
Financial Architects (New Jersey)
New Jersey
– -$407K -12,017 Closed
ATIA
906
American Trust Investment Advisors
New Hampshire
– -$396K -11,701 Closed
BOTW
907
Bank of the West
California
– -$390K -11,497 Closed
AGM
908
Alpine Global Management
New York
– -$334K -9,877 Closed
IFG
909
Independent Financial Group
California
– -$331K -9,786 Closed
SCM
910
Stevens Capital Management
Pennsylvania
– -$326K -9,629 Closed
OPS
911
Orion Portfolio Solutions
Nebraska
– -$320K -9,461 Closed
DIM
912
DC Investments Management
Virginia
– -$314K -9,278 Closed
SIC
913
Shoker Investment Counsel
Ohio
– -$314K -9,278 Closed
LOAMU
914
Lombard Odier Asset Management (USA)
New York
– -$291K -8,606 Closed
6M
915
6 Meridian
Kansas
– -$280K -8,267 Closed
WWM
916
WJ Wealth Management
Arizona
– -$270K -8,000 Closed
PTC
917
Petrus Trust Company
Texas
– -$265K -7,826 Closed
IA
918
Icon Advisers
Colorado
– -$257K -7,600 Closed
CIM
919
Contrarius Investment Management
Jersey
– -$257K -7,579 Closed
WAM
920
Wealthspire Advisors (Maryland)
Maryland
– -$236K -6,957 Closed
ZCM
921
Ziegler Capital Management
Illinois
– -$230K -6,800 Closed
Lido Advisors
922
Lido Advisors
California
– -$223K -6,596 Closed
HWMG
923
Hurlow Wealth Management Group
Indiana
– -$212K -6,384 Closed
Cetera Investment Advisers
924
Cetera Investment Advisers
Illinois
– -$210K -6,204 Closed
PFA
925
Pinnacle Family Advisors
Missouri
– -$203K -6,006 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.