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1,082 hedge funds and large institutions have $26.9B invested in Kroger in 2023 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 408 increasing their positions, 409 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $319M | Put options by funds: $253M

14% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 94

0.9% more ownership

Funds ownership: 78.92%79.82% (+0.9%)

1% more funds holding

Funds holding: 1,0761,082 (+6)

0% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 409

3% less capital invested

Capital invested by funds: $27.9B → $26.9B (-$970M)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

Holders
1,082
Holders Change
+6
Holders Change %
+0.56%
% of All Funds
16.99%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
107
Increased
408
Reduced
409
Closed
94
Calls
$319M
Puts
$253M
Net Calls
+$66M
Net Calls Change
+$99.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
226
AssetMark Inc
California
$7.71M -$37.3M -782,102 -83%
Mirae Asset Global Investments
227
Mirae Asset Global Investments
South Korea
$7.67M -$767K -16,077 -9%
Cerity Partners
228
Cerity Partners
New York
$7.64M +$777K +16,290 +11%
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$7.46M -$445K -9,319 -6%
PMEF
230
Point72 Middle East FZE
United Arab Emirates
$7.42M +$7.53M +157,967 New
Janney Montgomery Scott
231
Janney Montgomery Scott
Pennsylvania
$7.41M +$137K +2,865 +2%
RCYC
232
Richard C. Young & Co
Rhode Island
$7.19M -$59.2K -1,242 -0.8%
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$7.17M +$4.24M +88,902 +139%
GF
234
Gabelli Funds
New York
$7.17M -$165K -3,450 -2%
Baird Financial Group
235
Baird Financial Group
Wisconsin
$7.11M -$234K -4,906 -3%
MCM
236
Monarch Capital Management
Indiana
$6.91M +$33.9K +710 +0.5%
BC
237
Burney Company
Virginia
$6.9M -$326K -6,830 -4%
Janus Henderson Group
238
Janus Henderson Group
United Kingdom
$6.88M +$1.88M +39,369 +37%
JIM
239
Jensen Investment Management
Oregon
$6.71M -$218K -4,580 -3%
II
240
IFM Investors
Australia
$6.69M -$39.9K -837 -0.6%
Creative Planning
241
Creative Planning
Kansas
$6.58M -$465K -9,757 -7%
LS
242
Livforsakringsbolaget Skandia
Sweden
$6.55M -$677K -14,200 -9%
Cetera Investment Advisers
243
Cetera Investment Advisers
Illinois
$6.49M +$1.2M +25,115 +22%
TPSF
244
Texas Permanent School Fund
Texas
$6.44M +$54.2K +1,136 +0.8%
CGH
245
Crossmark Global Holdings
Texas
$6.38M +$116K +2,424 +2%
MPM
246
Meritage Portfolio Management
Kansas
$6.34M -$364K -7,626 -5%
WCF
247
West Coast Financial
California
$6.29M -$21.9K -459 -0.3%
SGA
248
Strategic Global Advisors
California
$6.25M -$460K -9,649 -7%
BCM
249
Bayesian Capital Management
New York
$6.08M +$2.17M +45,400 +54%
EI
250
Ethic Inc
New York
$6.07M +$109K +2,277 +2%

KR Hedge Fund Activity: Q2 2023 in Review

1,082 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q2 2023, worth a combined $26.9B — down 3.5% from $27.9B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new KR positions and 94 closed out — a net gain of 13 holders — while 408 added to existing stakes and 409 trimmed.

The largest buyer was Sanders Capital, adding an estimated $456M. The largest seller was BlackRock, cutting an estimated $179M.

  • 1,082 institutional investors held Kroger (KR) as of Q2 2023, up from 1,076 in Q1 2023.
  • Funds reported $26.9B of Kroger stock for Q2 2023, down 3.5% quarter-over-quarter.
  • 107 funds opened new Kroger positions in Q2 2023 and 94 closed out, a net change of +13 holders.
  • The largest Kroger buyer in Q2 2023 was Sanders Capital, an estimated $456M added.
  • The largest Kroger seller in Q2 2023 was BlackRock, an estimated $179M sold.

Based on aggregated 13F filings for Q2 2023.