Kroger
599 hedge funds and large institutions have $17.6B invested in Kroger in 2014 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 194 increasing their positions, 269 reducing their positions, and 57 closing their positions.
94% more call options, than puts
Call options by funds: $204M | Put options by funds: $105M
50% more funds holding in top 10
Funds holding in top 10: 16 → 24 (+8)
8% more capital invested
Capital invested by funds: $16.4B → $17.6B (+$1.27B)
9% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 57
0% less funds holding
Funds holding: 602 → 599 (-3)
1.21% less ownership
Funds ownership: 160.32% → 159.11% (-1.2%)
28% less repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 269
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$428M |
| 2 |
JP Morgan Chase
New York
|
+$99.3M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$79.3M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$36.5M |
| 5 |
EAM
Edge Asset Management
Seattle,
Washington
|
+$34.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$226M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$137M |
| 3 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$92.5M |
| 4 |
State Street
Boston,
Massachusetts
|
-$59.5M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$56M |
KR Hedge Fund Activity: Q1 2014 in Review
599 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q1 2014, worth a combined $17.6B — up 7.8% from $16.4B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new KR positions and 57 closed out — a net gain of 5 holders — while 194 added to existing stakes and 269 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $428M. The largest seller was Fidelity Investments, cutting an estimated $226M.
- 599 institutional investors held Kroger (KR) as of Q1 2014, down from 602 in Q4 2013.
- Funds reported $17.6B of Kroger stock for Q1 2014, up 7.8% quarter-over-quarter.
- 62 funds opened new Kroger positions in Q1 2014 and 57 closed out, a net change of +5 holders.
- The largest Kroger buyer in Q1 2014 was Goldman Sachs, an estimated $428M added.
- The largest Kroger seller in Q1 2014 was Fidelity Investments, an estimated $226M sold.
Based on aggregated 13F filings for Q1 2014.