We are live on ! Find out more

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
GWMIA
1101
Global Wealth Management Investment Advisory
Florida
-$69K -1,449 Closed
RG
1102
Retirement Group
California
-$47K -1,000 Closed
WOSD
1103
WFA of San Diego
California
-$47K -1,000 Closed
TCWM
1104
Total Clarity Wealth Management
Illinois
-$38K -800 Closed
FMII
1105
Farmers & Merchants Investments Inc
Nebraska
-$37K -785 Closed
OIS
1106
Okabena Investment Services
Minnesota
-$36K -752 Closed
PFGIA
1107
Patriot Financial Group Insurance Agency
Massachusetts
-$35K -744 Closed
CWP
1108
Concord Wealth Partners
Virginia
-$18K -373 Closed
AIL
1109
AGF Investments LLC
Ontario, Canada
-$14K -303 Closed
SFG
1110
Steward Financial Group
Texas
-$14K -299 Closed
SIAP
1111
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$12K -250 Closed
TC
1112
Trust Company
Kansas
-$9K -200 Closed
ARMC
1113
American Research & Management Company
Massachusetts
-$7K -156 Closed
TWP
1114
TFO Wealth Partners
Ohio
-$7K -145 Closed
MS
1115
Marshall & Sullivan
Washington
-$6K -138 Closed
TCM
1116
Tradewinds Capital Management
Washington
-$6K -130 Closed
GKIM
1117
GW&K Investment Management
Massachusetts
-$6K -125 Closed
VRM
1118
Vectors Research Management
New York
-$6K -118 Closed
AS
1119
Altshuler Shaham
Israel
-$5K -99 Closed
MBFW
1120
Morton Brown Family Wealth
Pennsylvania
-$4K -88 Closed
NSB
1121
Norway Savings Bank
Maine
-$1K -30 Closed
BC
1122
Burleson & Co
California
-$1K -24 Closed
PCA
1123
Providence Capital Advisors
North Carolina
-$1K -18 Closed
WA
1124
WestEnd Advisors
North Carolina
+$333 +7 New