We are live on ! Find out more

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
CNB
301
Czech National Bank
Czech Republic
$3.79M +$22.5K +493 +0.6%
GC
302
Guggenheim Capital
Illinois
$3.77M -$1.04M -22,662 -23%
WF
303
WoodTrust Financial
Wisconsin
$3.74M +$287K +6,271 +9%
KWA
304
KCS Wealth Advisory
California
$3.69M +$244K +5,331 +8%
MCM
305
Mengis Capital Management
Oregon
$3.6M -$8.87K -194 -0.3%
LIP
306
Lighthouse Investment Partners
Florida
$3.57M +$3.3M +72,225 New
CIBC Private Wealth Group
307
CIBC Private Wealth Group
Georgia
$3.55M +$389K +8,510 +28%
BF
308
BOK Financial
Oklahoma
$3.55M +$2.58M +56,392 +365%
Public Sector Pension Investment Board (PSP Investments)
309
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.53M -$421K -9,200 -11%
PP
310
Prudential plc
United Kingdom
$3.53M -$4.56M -99,778 -58%
FDCDDQ
311
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.49M -$1.93M -42,129 -37%
AI
312
Atria Investments
North Carolina
$3.45M +$553K +12,094 +21%
HNB
313
Huntington National Bank
Ohio
$3.44M -$168K -3,665 -5%
KA
314
Keene & Associates
Texas
$3.39M +$170K +3,714 +6%
VPIM
315
Vanguard Personalized Indexing Management
California
$3.35M +$768K +16,804 +33%
AWM
316
Avior Wealth Management
Nebraska
$3.29M -$21.2K -464 -0.7%
Impax Asset Management Group
317
Impax Asset Management Group
United Kingdom
$3.27M -$153K -3,348 -5%
PGFC
318
Peapack-Gladstone Financial Corp
New Jersey
$3.27M +$9.28K +203 +0.3%
GAM
319
Gotham Asset Management
New York
$3.21M -$300K -6,552 -9%
P
320
Pitcairn
Pennsylvania
$3.17M +$365K +7,987 +14%
RWA
321
Rainsberger Wealth Advisors
Colorado
$3.15M -$29.6K -648 -1%
Fifth Third Bancorp
322
Fifth Third Bancorp
Ohio
$3.15M +$170K +3,726 +6%
SMDAM
323
Sumitomo Mitsui DS Asset Management
Japan
$3.14M +$28.6K +625 +1%
SWM
324
Spire Wealth Management
Virginia
$3.14M +$2.81M +61,558 +2,895%
CIG
325
Cairn Investment Group
Washington
$3.13M -$10.7K -235 -0.4%

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.