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Kroger
KR

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
599
Holders Change
-3
Holders Change %
-0.5%
% of All Funds
17.3%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.69%
New
62
Increased
194
Reduced
269
Closed
57
Calls
$204M
Puts
$105M
Net Calls
+$98.5M
Net Calls Change
+$118M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$428M
2
JP Morgan Chase
JP Morgan Chase
New York
+$99.3M
3
JHIU
Janus Henderson Investors US
Colorado
+$79.3M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$36.5M
5
EAM
Edge Asset Management
Washington
+$34.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$226M
2
BIT
BlackRock Institutional Trust
California
-$137M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
-$92.5M
4
State Street
State Street
Massachusetts
-$59.5M
5
Invesco
Invesco
Georgia
-$56M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.39B -$226M -11,344,790 -15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.09B +$15.3M +770,530 +2%
State Street
3
State Street
Massachusetts
$946M -$59.5M -2,990,248 -6%
AllianceBernstein
4
AllianceBernstein
Tennessee
$628M -$2.45M -122,950 -0.4%
BIT
5
BlackRock Institutional Trust
California
$606M -$137M -6,891,458 -20%
Goldman Sachs
6
Goldman Sachs
New York
$560M +$428M +21,505,556 +516%
JP Morgan Chase
7
JP Morgan Chase
New York
$547M +$99.3M +4,988,668 +25%
Artisan Partners
8
Artisan Partners
Wisconsin
$469M -$14.7M -740,672 -3%
LSV Asset Management
9
LSV Asset Management
Illinois
$440M -$10.4M -522,124 -3%
Franklin Resources
10
Franklin Resources
California
$409M -$1.61M -80,714 -0.4%
JHIU
11
Janus Henderson Investors US
Colorado
$348M +$79.3M +3,982,880 +33%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$311M +$17.6M +885,084 +7%
Northern Trust
13
Northern Trust
Illinois
$299M +$8.47M +425,696 +3%
BFA
14
BlackRock Fund Advisors
California
$278M -$2.67M -134,116 -1%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$259M -$12.7M -637,038 -5%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$257M -$16.3M -819,496 -7%
Ameriprise
17
Ameriprise
Minnesota
$252M -$22.9M -1,152,864 -9%
AL
18
AJO LP
Pennsylvania
$248M +$5.45M +273,780 +2%
Invesco
19
Invesco
Georgia
$234M -$56M -2,814,492 -21%
Allianz Asset Management
20
Allianz Asset Management
Germany
$233M +$24.3M +1,219,024 +13%
RP
21
RR Partners
New York
$215M -$29.8M -1,498,800 -13%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$214M -$49M -2,461,800 -20%
TCIM
23
TIAA CREF Investment Management
New York
$201M -$12.1M -606,120 -6%
BG
24
BlackRock Group
United Kingdom
$192M -$21.9M -1,098,714 -11%
CGI
25
CI Global Investments
California
$177M +$16.3M +817,540 +11%
1
2 3 4 5

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.