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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
Daiwa Securities Group
351
Daiwa Securities Group
Japan
$2.54M +$194K +4,249 +9%
ZIM
352
Zacks Investment Management
Illinois
$2.53M +$199K +4,361 +9%
DADC
353
D.A. Davidson & Co
Montana
$2.49M +$132K +2,896 +6%
IECM
354
Intrinsic Edge Capital Management
Illinois
$2.47M +$2.29M +50,000 New
Bank of Nova Scotia
355
Bank of Nova Scotia
Ontario, Canada
$2.45M -$400K -8,753 -15%
AWS
356
Atria Wealth Solutions
New York
$2.45M +$91.9K +2,010 +4%
TI
357
Tidal Investments
Wisconsin
$2.43M +$370K +8,101 +20%
TWC
358
TD Waterhouse Canada
Ontario, Canada
$2.42M +$264K +5,765 +14%
Rafferty Asset Management
359
Rafferty Asset Management
New York
$2.42M +$204K +4,471 +10%
CCM
360
Coldstream Capital Management
Washington
$2.4M +$74.6K +1,632 +3%
CCP
361
Clough Capital Partners
Massachusetts
$2.39M
BC
362
Barnett & Company
Tennessee
$2.38M +$238K +5,200 +12%
WA
363
Wambolt & Associates
Colorado
$2.34M +$136K +2,981 +7%
ASN
364
Advisory Services Network
Georgia
$2.33M +$333K +7,275 +18%
NA
365
NewEdge Advisors
Louisiana
$2.32M -$179K -3,911 -8%
MCAI
366
Members Capital Advisors Inc
Wisconsin
$2.31M
SI
367
Scout Investments
Missouri
$2.3M -$2.49M -54,535 -54%
AG
368
AIA Group
Hong Kong
$2.3M -$1.59M -34,748 -43%
MYIA
369
Mount Yale Investment Advisors
Colorado
$2.25M +$1.08M +23,579 +107%
IA
370
IFG Advisory
Georgia
$2.24M +$352K +7,702 +20%
SW
371
SteelPeak Wealth
California
$2.24M +$191K +4,175 +10%
NGA
372
Naples Global Advisors
Florida
$2.17M -$38.9K -850 -2%
BWM
373
BCGM Wealth Management
Indiana
$2.15M -$200K -4,377 -9%
BCWM
374
Bartlett & Co Wealth Management
Ohio
$2.15M +$12.7K +277 +0.6%
BC
375
Bartlett & Co
Ohio
$2.15M +$12.7K +277 +0.6%

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.