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
M&T Bank
326
M&T Bank
New York
$3.09M +$8.69K +190 +0.3%
RCA
327
Resonant Capital Advisors
Wisconsin
$3.01M +$26.5K +579 +1%
BCIM
328
British Columbia Investment Management
British Columbia, Canada
$3M +$21.3K +466 +0.8%
TRSOTSOK
329
Teachers Retirement System of the State of Kentucky
Kentucky
$2.99M
AC
330
Arjuna Capital
North Carolina
$2.98M +$95K +2,078 +4%
CCA
331
Catalyst Capital Advisors
New York
$2.98M +$2.76M +60,300 New
SAM
332
Shell Asset Management
Netherlands
$2.97M +$11K +240 +0.4%
WAM
333
Wakefield Asset Management
Colorado
$2.94M +$2.73M +59,640 New
PFO
334
Pathstone Family Office
New Jersey
$2.94M -$3.65M -79,839 -59%
HCM
335
Horrell Capital Management
Arkansas
$2.91M +$16.8K +368 +0.6%
CWP
336
Capital Wealth Planning
Florida
$2.9M -$1.5M -32,777 -36%
EWM
337
Empirical Wealth Management
Washington
$2.78M +$419K +9,176 +19%
Point72 Asset Management
338
Point72 Asset Management
Connecticut
$2.77M +$2.57M +56,142 New
HIMCH
339
Hartford Investment Management Co (HIMCO)
Connecticut
$2.75M +$353K +7,716 +16%
EMPI
340
Elo Mutual Pension Insurance
Finland
$2.68M +$76.5K +1,674 +3%
SAM
341
Securian Asset Management
Minnesota
$2.66M +$16.2K +354 +0.7%
BG
342
Bahl & Gaynor
Ohio
$2.65M -$16.5K -362 -0.7%
Massachusetts Financial Services
343
Massachusetts Financial Services
Massachusetts
$2.61M -$2.1M -45,904 -47%
AIA
344
Affinity Investment Advisors
California
$2.6M +$1.2M +26,234 +99%
MML Investors Services
345
MML Investors Services
Massachusetts
$2.6M -$12.7K -277 -0.5%
NEI
346
Northwest & Ethical Investments
Ontario, Canada
$2.58M -$45.3K -990 -2%
QCM
347
Quantinno Capital Management
New York
$2.56M -$361K -7,887 -13%
MSRPS
348
Maryland State Retirement & Pension System
Maryland
$2.55M
KRS
349
Kentucky Retirement Systems
Kentucky
$2.54M +$14.1K +309 +0.6%
PAG
350
Private Advisor Group
New Jersey
$2.54M -$42.1K -922 -2%

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.