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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
CM
1001
Cornerstone Management
Georgia
$2.34K
LFA
1002
Legend Financial Advisors
Pennsylvania
$2.19K +$2.38K +50 New
GAG
1003
Goodman Advisory Group
Massachusetts
$2K
KFP
1004
KB Financial Partners
New Jersey
$2K
RA
1005
Rise Advisors
New York
$2K
TFM
1006
TFC Financial Management
Massachusetts
$2K
TCWA
1007
Ten Capital Wealth Advisors
Washington
$2K +$1.66K +35 New
CB
1008
Community Bank
New York
$2K +$1.95K +41 New
EC
1009
EdgeRock Capital
Colorado
$2K +$2.52K +53 New
AWM
1010
Abound Wealth Management
Tennessee
$1.63K +$1.76K +37 New
KFS
1011
Kelly Financial Services
Massachusetts
$1.53K
PI
1012
PFS Investments
Georgia
$1.52K +$33.5K +705 +2%
HWP
1013
Highline Wealth Partners
California
$1.01K +$1.09K +23 New
NC
1014
NewSquare Capital
Pennsylvania
$1K -$3.94K -83 -83%
CWA
1015
Clearview Wealth Advisors
Oregon
$1K
FF
1016
FourThought Financial
Florida
$1K
PAI
1017
Pittenger & Anderson Inc
Nebraska
$1K
PMFA
1018
Plante Moran Financial Advisors
Michigan
$1K
SFA
1019
Semmax Financial Advisors
North Carolina
$1K
SC
1020
Sierra Capital
Florida
$1K
S
1021
Surevest
California
$1K
LF
1022
Lee Financial
Texas
$1K +$285 +6 +25%
DWA
1023
Delos Wealth Advisors
Texas
$1K +$808 +17 New
HWMA
1024
Heritage Wealth Management (Arizona)
Arizona
$1K +$1.04K +22 New
ANBT
1025
American National Bank & Trust
Texas
$1K +$1.19K +25 New