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910 hedge funds and large institutions have $22.7B invested in Kroger in 2021 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 315 increasing their positions, 360 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 96

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

8% more capital invested

Capital invested by funds: $21.1B → $22.7B (+$1.6B)

2% more funds holding

Funds holding: 894910 (+16)

3.78% less ownership

Funds ownership: 86.98%83.21% (-3.8%)

13% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 360

30% less call options, than puts

Call options by funds: $477M | Put options by funds: $677M

Holders
910
Holders Change
+16
Holders Change %
+1.79%
% of All Funds
15.98%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
117
Increased
315
Reduced
360
Closed
96
Calls
$477M
Puts
$677M
Net Calls
-$200M
Net Calls Change
-$6.62M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
276
Gotham Asset Management
New York
$3.15M -$3.73M -109,281 -56%
II
277
IFM Investors
Australia
$3.09M +$345K +10,096 +13%
EFM
278
Ennismore Fund Management
United Kingdom
$3.08M +$2.92M +85,590 New
USAA
279
United Services Automobile Association
Texas
$3.08M
Cambridge Investment Research Advisors
280
Cambridge Investment Research Advisors
Iowa
$3.02M -$868K -25,416 -23%
JIM
281
Jensen Investment Management
Oregon
$3.02M +$105K +3,080 +4%
AWM
282
Avior Wealth Management
Nebraska
$2.96M -$15.4K -451 -0.5%
Wealthfront Advisers
283
Wealthfront Advisers
California
$2.96M +$519K +15,188 +23%
RC
284
RegentAtlantic Capital
New Jersey
$2.95M -$732K -21,423 -21%
Impax Asset Management Group
285
Impax Asset Management Group
United Kingdom
$2.95M +$1.99M +58,153 +244%
RIM
286
Redwood Investment Management
Arizona
$2.89M +$2M +58,613 +266%
BG
287
Bahl & Gaynor
Ohio
$2.88M -$176K -5,164 -6%
EF
288
Empowered Funds
Pennsylvania
$2.86M
HSA
289
Hussman Strategic Advisors
Maryland
$2.85M -$796K -23,300 -23%
HF
290
HRT Financial
New York
$2.82M +$2.68M +78,351 New
PP
291
Paloma Partners
Connecticut
$2.81M +$2.36M +68,961 +755%
DCP
292
Distillate Capital Partners
Illinois
$2.78M +$1.01M +29,616 +62%
EGM
293
Engineers Gate Manager
New York
$2.74M +$2.28M +66,724 +707%
SMDAM
294
Sumitomo Mitsui DS Asset Management
Japan
$2.73M +$119K +3,478 +5%
OPPTF
295
OPSEU Pension Plan Trust Fund
Ontario, Canada
$2.68M +$48.2K +1,411 +2%
ACM
296
AlphaCrest Capital Management
New York
$2.65M +$2.06M +60,256 +447%
PGFC
297
Peapack-Gladstone Financial Corp
New Jersey
$2.61M +$1.96M +57,496 +380%
CGH
298
Crossmark Global Holdings
Texas
$2.6M -$357K -10,440 -13%
Public Sector Pension Investment Board (PSP Investments)
299
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.59M +$382K +11,190 +18%
MCM
300
Mengis Capital Management
Oregon
$2.58M +$34 +1 +0%

KR Hedge Fund Activity: Q1 2021 in Review

910 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q1 2021, worth a combined $22.7B — up 7.6% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new KR positions and 96 closed out — a net gain of 21 holders — while 315 added to existing stakes and 360 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $599M. The largest seller was Franklin Resources, cutting an estimated $479M.

  • 910 institutional investors held Kroger (KR) as of Q1 2021, up from 894 in Q4 2020.
  • Funds reported $22.7B of Kroger stock for Q1 2021, up 7.6% quarter-over-quarter.
  • 117 funds opened new Kroger positions in Q1 2021 and 96 closed out, a net change of +21 holders.
  • The largest Kroger buyer in Q1 2021 was Berkshire Hathaway, an estimated $599M added.
  • The largest Kroger seller in Q1 2021 was Franklin Resources, an estimated $479M sold.

Based on aggregated 13F filings for Q1 2021.