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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
CCM
376
Coldstream Capital Management
Washington
$2.26M -$27.9K -585 -1%
TI
377
Tidal Investments
Wisconsin
$2.24M -$76K -1,594 -3%
WA
378
Wambolt & Associates
Colorado
$2.22M +$21K +440 +0.9%
EWM
379
Empirical Wealth Management
Washington
$2.2M -$453K -9,498 -17%
HIMCH
380
Hartford Investment Management Co (HIMCO)
Connecticut
$2.19M -$437K -9,152 -16%
HSA
381
Hussman Strategic Advisors
Maryland
$2.19M -$1.48M -31,000 -40%
CC
382
Cypress Capital
Tennessee
$2.18M +$2.21M +46,409 New
AIA
383
Affinity Investment Advisors
California
$2.18M -$298K -6,250 -12%
BWM
384
BCGM Wealth Management
Indiana
$2.13M +$81.9K +1,716 +4%
SSA
385
Schonfeld Strategic Advisors
New York
$2.13M +$2.16M +45,300 New
MYIA
386
Mount Yale Investment Advisors
Colorado
$2.1M -$40.9K -858 -2%
NGA
387
Naples Global Advisors
Florida
$2.07M +$6.44K +135 +0.3%
Jacobs Levy Equity Management
388
Jacobs Levy Equity Management
New Jersey
$2.03M +$2.06M +43,108 New
MFGM
389
Marshall Financial Group (Maryland)
Maryland
$2.02M +$77.4K +1,622 +4%
Kovitz Investment Group Partners
390
Kovitz Investment Group Partners
Illinois
$2.01M -$30.2K -634 -1%
IA
391
IFG Advisory
Georgia
$1.99M -$146K -3,058 -7%
SFS
392
Sowell Financial Services
Arkansas
$1.99M +$391K +8,191 +24%
AAS
393
Avantax Advisory Services
Texas
$1.97M +$73.8K +1,548 +4%
JWCA
394
J.W. Coons Advisors
Ohio
$1.97M +$1.91K +40 +0.1%
KAS
395
Kestra Advisory Services
Texas
$1.97M +$75.7K +1,586 +4%
CIBC Private Wealth Group
396
CIBC Private Wealth Group
Georgia
$1.91M +$57.2K +1,200 +3%
PI
397
PFS Investments
Georgia
$1.91M +$146K +3,051 +8%
LSERS
398
Louisiana State Employees Retirement System
Louisiana
$1.9M -$90.6K -1,900 -4%
SF
399
Synovus Financial
Georgia
$1.9M -$26.7K -559 -1%
SIA
400
Schechter Investment Advisors
Michigan
$1.89M -$40K -839 -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.