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1,076 hedge funds and large institutions have $27.9B invested in Kroger in 2023 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 434 increasing their positions, 342 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

56% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 89

27% more repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 342

14% more capital invested

Capital invested by funds: $24.6B → $27.9B (+$3.32B)

3% more funds holding

Funds holding: 1,0431,076 (+33)

0.28% more ownership

Funds ownership: 78.64%78.92% (+0.28%)

9% less call options, than puts

Call options by funds: $320M | Put options by funds: $353M

Holders
1,076
Holders Change
+33
Holders Change %
+3.16%
% of All Funds
17.15%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.3%
New
139
Increased
434
Reduced
342
Closed
89
Calls
$320M
Puts
$353M
Net Calls
-$33.2M
Net Calls Change
-$41.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GF
226
Gabelli Funds
New York
$7.7M -$229K -5,000 -3%
Janney Montgomery Scott
227
Janney Montgomery Scott
Pennsylvania
$7.64M -$6.33M -138,400 -47%
RCYC
228
Richard C. Young & Co
Rhode Island
$7.62M -$397K -8,686 -5%
BC
229
Burney Company
Virginia
$7.58M -$53.3K -1,167 -0.8%
LS
230
Livforsakringsbolaget Skandia
Sweden
$7.57M
Creative Planning
231
Creative Planning
Kansas
$7.39M +$245K +5,352 +4%
GCP
232
Gill Capital Partners
Colorado
$7.26M
MCM
233
Monarch Capital Management
Indiana
$7.23M +$26K +568 +0.4%
JIM
234
Jensen Investment Management
Oregon
$7.22M +$785K +17,180 +13%
Cerity Partners
235
Cerity Partners
New York
$7.07M +$132K +2,880 +2%
II
236
IFM Investors
Australia
$7.07M +$177K +3,880 +3%
SGA
237
Strategic Global Advisors
California
$7.04M -$563K -12,315 -8%
SFA
238
Sequoia Financial Advisors
Ohio
$7.04M +$6M +131,294 +1,161%
MPM
239
Meritage Portfolio Management
Kansas
$7.04M +$11.6K +253 +0.2%
TPSF
240
Texas Permanent School Fund
Texas
$6.7M +$1.98M +43,256 +47%
WCF
241
West Coast Financial
California
$6.63M -$51K -1,116 -0.8%
WI
242
WBI Investments
New Jersey
$6.53M +$6.04M +132,211 New
OAM
243
Ostrum Asset Management
France
$6.51M +$6.02M +131,762 New
CI
244
CX Institutional
Indiana
$6.39M +$2.31M +50,539 +65%
CGH
245
Crossmark Global Holdings
Texas
$6.38M -$356K -7,777 -6%
EI
246
Ethic Inc
New York
$6.26M +$2.99M +65,310 +106%
ProShare Advisors
247
ProShare Advisors
Maryland
$6.24M +$617K +13,498 +12%
VVP
248
Venture Visionary Partners
Ohio
$6.19M +$657K +14,372 +13%
Wellington Management Group
249
Wellington Management Group
Massachusetts
$6.17M -$5.28M -115,477 -48%
YCM
250
Yousif Capital Management
Michigan
$6.06M -$402K -8,784 -7%

KR Hedge Fund Activity: Q1 2023 in Review

1,076 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q1 2023, worth a combined $27.9B — up 14% from $24.6B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new KR positions and 89 closed out — a net gain of 50 holders — while 434 added to existing stakes and 342 trimmed.

The largest buyer was Sanders Capital, opening a new position worth an estimated $576M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $236M sold.

  • 1,076 institutional investors held Kroger (KR) as of Q1 2023, up from 1,043 in Q4 2022.
  • Funds reported $27.9B of Kroger stock for Q1 2023, up 14% quarter-over-quarter.
  • 139 funds opened new Kroger positions in Q1 2023 and 89 closed out, a net change of +50 holders.
  • The largest Kroger buyer in Q1 2023 was Sanders Capital, an estimated $576M added.
  • The largest Kroger seller in Q1 2023 was Arrowstreet Capital, an estimated $236M sold.

Based on aggregated 13F filings for Q1 2023.