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Kroger
KR

569 hedge funds and large institutions have $16.8B invested in Kroger in 2013 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 198 increasing their positions, 236 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 33

50% more funds holding in top 10

Funds holding in top 10: 12 → 18 (+6)

16% more capital invested

Capital invested by funds: $14.4B → $16.8B (+$2.37B)

5% more funds holding

Funds holding: 544 → 569 (+25)

2% less call options, than puts

Call options by funds: $64.2M | Put options by funds: $65.4M

2.26% less ownership

Funds ownership: 162.78% → 160.52% (-2.3%)

16% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 236

Holders
569
Holders Change
+25
Holders Change %
+4.6%
% of All Funds
18.45%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.58%
New
62
Increased
198
Reduced
236
Closed
33
Calls
$64.2M
Puts
$65.4M
Net Calls
-$1.26M
Net Calls Change
-$19.3M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$231M
2
EAM
Edge Asset Management
Washington
+$105M
3
Renaissance Technologies
Renaissance Technologies
New York
+$89.2M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$73.6M
5
JHIU
Janus Henderson Investors US
Colorado
+$64.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$240M
2
BIP
Brandes Investment Partners
California
-$124M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$120M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$79.1M
5
TCIM
TIAA CREF Investment Management
New York
-$63.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.26B +$40.3M +2,094,090 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$978M +$11.7M +610,738 +1%
State Street
3
State Street
Massachusetts
$901M -$25M -1,302,196 -3%
BIT
4
BlackRock Institutional Trust
California
$654M +$38.8M +2,019,150 +7%
AllianceBernstein
5
AllianceBernstein
Tennessee
$597M -$10.2M -532,344 -2%
Artisan Partners
6
Artisan Partners
Wisconsin
$436M -$58.8M -3,060,488 -12%
LSV Asset Management
7
LSV Asset Management
Illinois
$427M -$9.7M -504,800 -2%
Franklin Resources
8
Franklin Resources
California
$417M -$47.8M -2,485,628 -11%
JP Morgan Chase
9
JP Morgan Chase
New York
$394M +$231M +12,001,226 +159%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$390M -$120M -6,266,014 -24%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$323M +$32.2M +1,673,554 +12%
Invesco
12
Invesco
Georgia
$296M +$18.2M +947,944 +7%
Northern Trust
13
Northern Trust
Illinois
$277M -$7.3M -379,740 -3%
Ameriprise
14
Ameriprise
Minnesota
$269M +$6.99M +363,608 +3%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$265M +$42.1M +2,190,368 +20%
BFA
16
BlackRock Fund Advisors
California
$249M +$6.89M +358,640 +3%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$249M +$20.1M +1,045,182 +9%
AL
18
AJO LP
Pennsylvania
$240M -$21.6M -1,123,800 -9%
TCIM
19
TIAA CREF Investment Management
New York
$233M -$63.8M -3,319,720 -22%
RP
20
RR Partners
New York
$229M – – –
EAM
21
Edge Asset Management
Washington
$214M +$105M +5,454,208 +90%
BG
22
BlackRock Group
United Kingdom
$193M +$20.9M +1,086,692 +13%
JHIU
23
Janus Henderson Investors US
Colorado
$188M +$64.3M +3,344,412 +56%
Norges Bank
24
Norges Bank
Norway
$162M +$43.9M +2,286,280 +40%
Prudential Financial
25
Prudential Financial
New Jersey
$157M +$1.78M +92,698 +1%
1
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KR Hedge Fund Activity: Q3 2013 in Review

569 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q3 2013, worth a combined $16.8B — up 16% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new KR positions and 33 closed out — a net gain of 29 holders — while 198 added to existing stakes and 236 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $231M. The largest seller was Wellington Management Group, cutting an estimated $240M.

  • 569 institutional investors held Kroger (KR) as of Q3 2013, up from 544 in Q2 2013.
  • Funds reported $16.8B of Kroger stock for Q3 2013, up 16% quarter-over-quarter.
  • 62 funds opened new Kroger positions in Q3 2013 and 33 closed out, a net change of +29 holders.
  • The largest Kroger buyer in Q3 2013 was JP Morgan Chase, an estimated $231M added.
  • The largest Kroger seller in Q3 2013 was Wellington Management Group, an estimated $240M sold.

Based on aggregated 13F filings for Q3 2013.