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813 hedge funds and large institutions have $25.3B invested in Kroger in 2016 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 266 increasing their positions, 324 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more funds holding in top 10

Funds holding in top 10: 819 (+11)

68% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 81

17% more capital invested

Capital invested by funds: $21.5B → $25.3B (+$3.73B)

5% more funds holding

Funds holding: 773813 (+40)

0.54% more ownership

Funds ownership: 77.62%78.16% (+0.54%)

7% less call options, than puts

Call options by funds: $206M | Put options by funds: $221M

18% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 324

Holders
813
Holders Change
+40
Holders Change %
+5.17%
% of All Funds
20.32%
Holding in Top 10
19
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+137.5%
% of All Funds
0.47%
New
136
Increased
266
Reduced
324
Closed
81
Calls
$206M
Puts
$221M
Net Calls
-$15.2M
Net Calls Change
+$45.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$3.57B +$887M +27,196,485 +36%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.05B +$6.31M +193,532 +0.3%
State Street
3
State Street
Massachusetts
$1.35B +$13.1M +401,841 +1%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.13B +$151M +4,635,114 +16%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$940M -$140M -4,301,025 -14%
BIT
6
BlackRock Institutional Trust
California
$896M -$23.3M -714,483 -3%
JHIU
7
Janus Henderson Investors US
Colorado
$839M -$225M -6,897,868 -22%
AllianceBernstein
8
AllianceBernstein
Tennessee
$713M +$32.1M +985,575 +5%
BA
9
BlackRock Advisors
Delaware
$462M -$53M -1,625,911 -11%
BFA
10
BlackRock Fund Advisors
California
$428M +$34.6M +1,061,925 +9%
Franklin Resources
11
Franklin Resources
California
$384M +$55M +1,686,526 +18%
Northern Trust
12
Northern Trust
Illinois
$384M -$21.3M -654,245 -6%
Ameriprise
13
Ameriprise
Minnesota
$334M -$32.3M -989,767 -9%
LSV Asset Management
14
LSV Asset Management
Illinois
$324M +$65.6M +2,011,073 +27%
Norges Bank
15
Norges Bank
Norway
$313M +$2.57M +78,850 +0.9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$312M -$4.06M -124,485 -1%
BG
17
BlackRock Group
United Kingdom
$285M -$9.77M -299,479 -3%
BIM
18
BlackRock Investment Management
Delaware
$273M -$3.97M -121,786 -2%
Capital World Investors
19
Capital World Investors
California
$269M -$279M -8,562,206 -52%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$267M +$10.2M +313,435 +4%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$225M -$9.32M -285,890 -4%
UBS AM
22
UBS AM
Illinois
$217M +$130M +3,980,341 +173%
TCIM
23
TIAA CREF Investment Management
New York
$215M -$25.8M -791,531 -11%
Allianz Asset Management
24
Allianz Asset Management
Germany
$208M -$16.7M -513,059 -8%
Citadel Advisors
25
Citadel Advisors
Florida
$207M +$176M +5,407,872 +905%

KR Hedge Fund Activity: Q4 2016 in Review

813 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q4 2016, worth a combined $25.3B — up 17% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new KR positions and 81 closed out — a net gain of 55 holders — while 266 added to existing stakes and 324 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $887M. The largest seller was Capital World Investors, cutting an estimated $279M.

  • 813 institutional investors held Kroger (KR) as of Q4 2016, up from 773 in Q3 2016.
  • Funds reported $25.3B of Kroger stock for Q4 2016, up 17% quarter-over-quarter.
  • 136 funds opened new Kroger positions in Q4 2016 and 81 closed out, a net change of +55 holders.
  • The largest Kroger buyer in Q4 2016 was Capital Research Global Investors, an estimated $887M added.
  • The largest Kroger seller in Q4 2016 was Capital World Investors, an estimated $279M sold.

Based on aggregated 13F filings for Q4 2016.