Kroger
806 hedge funds and large institutions have $29.2B invested in Kroger in 2016 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 338 increasing their positions, 314 reducing their positions, and 85 closing their positions.
1.12% more ownership
Funds ownership: 79.38% → 80.5% (+1.1%)
8% more repeat investments, than reductions
Existing positions increased: 338 | Existing positions reduced: 314
3% less funds holding
Funds holding: 829 → 806 (-23)
10% less capital invested
Capital invested by funds: $32.3B → $29.2B (-$3.15B)
19% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 85
38% less funds holding in top 10
Funds holding in top 10: 50 → 31 (-19)
74% less call options, than puts
Call options by funds: $82.8M | Put options by funds: $324M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$445M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$399M |
| 3 |
Royal London Asset Management
United Kingdom
|
+$322M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
+$112M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$82.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$193M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$94.7M |
| 3 |
Los Angeles Capital Management
Los Angeles,
California
|
-$88.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$81.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$72.9M |
KR Hedge Fund Activity: Q1 2016 in Review
806 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q1 2016, worth a combined $29.2B — down 9.7% from $32.3B a quarter earlier.
Sellers outnumbered buyers: 85 funds closed out of KR and 69 opened new positions — a net loss of 16 holders — while 314 trimmed existing stakes and 338 added.
The largest buyer was Capital Research Global Investors, adding an estimated $445M. The largest seller was AllianceBernstein, cutting an estimated $193M.
- 806 institutional investors held Kroger (KR) as of Q1 2016, down from 829 in Q4 2015.
- Funds reported $29.2B of Kroger stock for Q1 2016, down 9.7% quarter-over-quarter.
- 69 funds opened new Kroger positions in Q1 2016 and 85 closed out, a net change of -16 holders.
- The largest Kroger buyer in Q1 2016 was Capital Research Global Investors, an estimated $445M added.
- The largest Kroger seller in Q1 2016 was AllianceBernstein, an estimated $193M sold.
Based on aggregated 13F filings for Q1 2016.