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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
SWM
401
SeaCrest Wealth Management
New York
$1.1M -$19.5K -570 -2%
HI
402
Horizon Investments
North Carolina
$1.09M +$1.03M +30,218 New
WMSA
403
Weiss Multi-Strategy Advisers
New York
$1.08M +$1.02M +30,000 New
SIA
404
SeaBridge Investment Advisors
New Jersey
$1.07M +$23.9K +700 +2%
LCM
405
Landscape Capital Management
New Jersey
$1.04M +$992K +29,028 New
CI Investments Inc
406
CI Investments Inc
Ontario, Canada
$1.04M -$149K -4,348 -13%
IB
407
Intrust Bank
Kansas
$1.03M -$80.7K -2,361 -8%
IWA
408
Inspirion Wealth Advisors
Illinois
$1.02M -$79K -2,311 -8%
Fisher Asset Management
409
Fisher Asset Management
Washington
$1.01M +$32.8K +960 +4%
BRWA
410
B. Riley Wealth Advisors
Florida
$1.01M +$584K +17,090 +156%
Brown Advisory
411
Brown Advisory
Maryland
$1M +$54.3K +1,588 +6%
PAG
412
Private Advisor Group
New Jersey
$1M +$15.1K +443 +2%
MNBTD
413
Moody National Bank Trust Division
Texas
$991K -$6.53M -191,105 -87%
RIM
414
Redpoint Investment Management
Australia
$991K +$35.3K +1,033 +4%
SW
415
SVB Wealth
Massachusetts
$988K +$97.1K +2,841 +12%
GT
416
Greenleaf Trust
Michigan
$987K +$201K +5,885 +27%
CI
417
Cigna Investments
Connecticut
$986K +$13.4K +393 +1%
CB
418
Commerce Bank
Missouri
$978K +$135K +3,951 +17%
BFA
419
Benedict Financial Advisors
Georgia
$976K +$478 +14 +0.1%
BMSSC
420
B. Metzler seel. Sohn & Co
Germany
$966K
WIC
421
Whitegate Investment Counselors
New Hampshire
$965K +$25.8K +755 +3%
NHC
422
Nicholas Hoffman & Company
Georgia
$963K +$65.3K +1,911 +8%
HTC
423
Haverford Trust Company
Pennsylvania
$959K -$15.3K -448 -2%
SWP
424
Stratos Wealth Partners
Ohio
$957K -$109K -3,186 -11%
IRF
425
IBM Retirement Fund
New York
$951K -$76.6K -2,243 -8%

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.