Kroger
712 hedge funds and large institutions have $14.3B invested in Kroger in 2017 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 260 increasing their positions, 288 reducing their positions, and 118 closing their positions.
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
3.71% more ownership
Funds ownership: 76.21% → 79.92% (+3.7%)
10% less repeat investments, than reductions
Existing positions increased: 260 | Existing positions reduced: 288
6% less funds holding
Funds holding: 755 → 712 (-43)
11% less capital invested
Capital invested by funds: $16B → $14.3B (-$1.69B)
30% less first-time investments, than exits
New positions opened: 83 | Existing positions closed: 118
49% less call options, than puts
Call options by funds: $240M | Put options by funds: $475M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$262M |
| 2 |
Two Sigma Investments
New York
|
+$187M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$134M |
| 4 |
Millennium Management
New York
|
+$118M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$92.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$198M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$93.7M |
| 3 |
JP Morgan Chase
New York
|
-$84.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$77.3M |
| 5 |
CGI
CI Global Investments
Oakland,
California
|
-$76.8M |
KR Hedge Fund Activity: Q3 2017 in Review
712 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q3 2017, worth a combined $14.3B — down 11% from $16B a quarter earlier.
Sellers outnumbered buyers: 118 funds closed out of KR and 83 opened new positions — a net loss of 35 holders — while 288 trimmed existing stakes and 260 added.
The largest buyer was Brown Brothers Harriman & Co, adding an estimated $262M. The largest seller was Capital Research Global Investors, cutting an estimated $198M.
- 712 institutional investors held Kroger (KR) as of Q3 2017, down from 755 in Q2 2017.
- Funds reported $14.3B of Kroger stock for Q3 2017, down 11% quarter-over-quarter.
- 83 funds opened new Kroger positions in Q3 2017 and 118 closed out, a net change of -35 holders.
- The largest Kroger buyer in Q3 2017 was Brown Brothers Harriman & Co, an estimated $262M added.
- The largest Kroger seller in Q3 2017 was Capital Research Global Investors, an estimated $198M sold.
Based on aggregated 13F filings for Q3 2017.