Kroger
756 hedge funds and large institutions have $27.6B invested in Kroger in 2015 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 294 increasing their positions, 297 reducing their positions, and 45 closing their positions.
73% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 45
27% more capital inflows, than outflows
Capital inflows: $2.81B | Capital outflows: $2.21B
3% more funds holding
Funds holding: 733 → 756 (+23)
2.47% more ownership
Funds ownership: 76.6% → 79.07% (+2.5%)
1% less repeat investments, than reductions
Existing positions increased: 294 | Existing positions reduced: 297
14% less funds holding in top 10
Funds holding in top 10: 43 → 37 (-6)
45% less call options, than puts
Call options by funds: $115M | Put options by funds: $210M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$417M |
| 2 |
Janus Henderson Investors US
Denver,
Colorado
|
+$395M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$311M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$165M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$126M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$164M |
| 2 |
Jennison Associates
New York
|
-$156M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$141M |
| 4 |
BlackRock Fund Advisors
San Francisco,
California
|
-$132M |
| 5 |
State Street
Boston,
Massachusetts
|
-$95.5M |
KR Hedge Fund Activity: Q2 2015 in Review
756 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q2 2015, worth a combined $27.6B — down 3.4% from $28.5B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new KR positions and 45 closed out — a net gain of 33 holders — while 294 added to existing stakes and 297 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $417M. The largest seller was AllianceBernstein, cutting an estimated $164M.
- 756 institutional investors held Kroger (KR) as of Q2 2015, up from 733 in Q1 2015.
- Funds reported $27.6B of Kroger stock for Q2 2015, down 3.4% quarter-over-quarter.
- 78 funds opened new Kroger positions in Q2 2015 and 45 closed out, a net change of +33 holders.
- The largest Kroger buyer in Q2 2015 was Capital Research Global Investors, an estimated $417M added.
- The largest Kroger seller in Q2 2015 was AllianceBernstein, an estimated $164M sold.
Based on aggregated 13F filings for Q2 2015.