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747 hedge funds and large institutions have $16.6B invested in Kroger in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 268 increasing their positions, 275 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 612 (+6)

35% more call options, than puts

Call options by funds: $442M | Put options by funds: $328M

26% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 82

17% more capital invested

Capital invested by funds: $14.1B → $16.6B (+$2.45B)

2% more funds holding

Funds holding: 730747 (+17)

3% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 275

1.57% less ownership

Funds ownership: 81.79%80.22% (-1.6%)

Holders
747
Holders Change
+17
Holders Change %
+2.33%
% of All Funds
16.38%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.26%
New
103
Increased
268
Reduced
275
Closed
82
Calls
$442M
Puts
$328M
Net Calls
+$114M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.76B +$13.2M +567,942 +0.8%
BlackRock
2
BlackRock
New York
$1.47B +$6.69M +287,641 +0.5%
State Street
3
State Street
Massachusetts
$1.05B +$20.4M +876,611 +2%
Franklin Resources
4
Franklin Resources
California
$1.03B +$96.3M +4,140,997 +12%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$713M +$135M +5,819,468 +27%
LSV Asset Management
6
LSV Asset Management
Illinois
$505M -$13.6M -583,470 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$351M +$7.88M +338,591 +3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$298M +$248K +10,642 +0.1%
Victory Capital Management
9
Victory Capital Management
Texas
$293M +$15.4M +661,372 +6%
Northern Trust
10
Northern Trust
Illinois
$261M -$13.7M -590,166 -6%
Capital Research Global Investors
11
Capital Research Global Investors
California
$259M +$37.8M +1,626,633 +19%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$253M -$192M -8,262,660 -46%
Goldman Sachs
13
Goldman Sachs
New York
$252M +$1.8M +77,419 +0.8%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$240M +$3.98M +170,985 +2%
Norges Bank
15
Norges Bank
Norway
$235M +$21.3M +916,408 +11%
AQR Capital Management
16
AQR Capital Management
Connecticut
$231M -$33.1M -1,421,487 -14%
JP Morgan Chase
17
JP Morgan Chase
New York
$218M +$2.93M +126,080 +2%
PI
18
Putnam Investments
Massachusetts
$211M +$22.9M +985,430 +14%
Invesco
19
Invesco
Georgia
$188M +$9.95M +427,527 +6%
PPA
20
Parametric Portfolio Associates
Washington
$181M +$2.07M +88,930 +1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$173M -$133K -5,720 -0.1%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$172M -$8.8M -378,203 -5%
Sanders Capital
23
Sanders Capital
Florida
$172M -$201K -8,630 -0.1%
Wells Fargo
24
Wells Fargo
California
$169M +$52.5M +2,254,652 +53%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$167M -$68M -2,924,437 -31%

KR Hedge Fund Activity: Q3 2019 in Review

747 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q3 2019, worth a combined $16.6B — up 17% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new KR positions and 82 closed out — a net gain of 21 holders — while 268 added to existing stakes and 275 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $135M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $215M.

  • 747 institutional investors held Kroger (KR) as of Q3 2019, up from 730 in Q2 2019.
  • Funds reported $16.6B of Kroger stock for Q3 2019, up 17% quarter-over-quarter.
  • 103 funds opened new Kroger positions in Q3 2019 and 82 closed out, a net change of +21 holders.
  • The largest Kroger buyer in Q3 2019 was Fidelity Investments, an estimated $135M added.
  • The largest Kroger seller in Q3 2019 was Brown Brothers Harriman & Co, an estimated $215M sold.

Based on aggregated 13F filings for Q3 2019.