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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
CFG
926
Citizens Financial Group
Rhode Island
– -$147K -4,338 Closed
AWM
927
Apollon Wealth Management
South Carolina
– -$52K -1,537 Closed
MWA
928
MFA Wealth Advisors
Pennsylvania
– -$29.7K -877 Closed
WR
929
Watson Rebecca
– -$27K -800 Closed
KPW
930
Kore Private Wealth
New York
– -$25K -741 Closed
PWP
931
Principle Wealth Partners
Connecticut
– -$20K -593 Closed
BL
932
Balentine LLC
Georgia
– -$18K -527 Closed
EWM
933
Edge Wealth Management
New York
– -$14K -420 Closed
PIMG
934
Patriot Investment Management Group
Tennessee
– -$13.1K -386 Closed
PA
935
Procyon Advisors
Connecticut
– -$11K -325 Closed
GEA
936
Glen Eagle Advisors
New Jersey
– -$10.2K -300 Closed
SCA
937
Stonebridge Capital Advisors
Minnesota
– -$10K -300 Closed
M
938
Mirova
France
– -$10K -297 Closed
SIS
939
Sound Income Strategies
Florida
– -$7K -201 Closed
CFA
940
Carroll Financial Associates
North Carolina
– -$4.25K -123 Closed
RCA
941
Reitz Capital Advisors
Michigan
– -$3K -100 Closed
KWM
942
Keebeck Wealth Management
Illinois
– -$2K -87 Closed
RWA
943
Ropes Wealth Advisors
Massachusetts
– -$1K -15 Closed
ClearBridge Investments
944
ClearBridge Investments
New York
– -$1K -1 Closed
CP
945
Corbenic Partners
Pennsylvania
– +$414 +12 New
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.