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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
JWA
926
JFS Wealth Advisors
Pennsylvania
$27K -$8.46K -178 -22%
LWANC
927
Laurel Wealth Advisors (North Carolina)
North Carolina
$27K
KA
928
Kozak & Associates
Colorado
$27K +$143 +3 +0.5%
MFA
929
McClarren Financial Advisors
Pennsylvania
$27K +$29.5K +620 New
BONH
930
Bank of New Hampshire
New Hampshire
$26K
DAC
931
Dividend Assets Capital
South Carolina
$25K
WTC
932
WhitTier Trust Company
Nevada
$25K
AIP
933
Almanack Investment Partners
Pennsylvania
$23K -$249K -5,249 -91%
AWM
934
Accel Wealth Management
Iowa
$23K
MCM
935
MV Capital Management
Maryland
$23K +$5.23K +110 +27%
TFP
936
Tilia Fiduciary Partners
North Carolina
$23K +$9.22K +194 +65%
MGIM
937
M&G Investment Management
United Kingdom
$22.5K +$2.22M +46,762 +10%
ST
938
Sageworth Trust
Pennsylvania
$22K
FP
939
Financial Perspectives
Minnesota
$21.9K
IBOK
940
Independence Bank of Kentucky
Kentucky
$21K +$22.8K +480 New
C
941
Covestor
United Kingdom
$18K -$32.8K -691 -62%
BFPW
942
BOK Financial Private Wealth
Colorado
$18K
FMB
943
Field & Main Bank
Kentucky
$18K
CSPAM
944
Cary Street Partners Asset Management
Virginia
$18K +$19.7K +415 New
NFSG
945
Newbridge Financial Services Group
Florida
$17K -$15.8K -332 -45%
SWM
946
Selective Wealth Management
Virginia
$17K
WIM
947
Wilen Investment Management
Florida
$17K
APC
948
Aspire Private Capital
North Carolina
$16K +$7.7K +162 +79%
IHWM
949
Iron Horse Wealth Management
Iowa
$15K -$9.5K -200 -36%
BWM
950
Baystate Wealth Management
Massachusetts
$15K