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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
BPC
401
Banque Pictet & Cie
Switzerland
$1.8M -$726K -15,882 -30%
AAM
402
Advisors Asset Management
Colorado
$1.8M +$73.2K +1,602 +5%
JSL
403
JT Stratford LLC
Georgia
$1.79M +$216K +4,716 +15%
WCBA
404
Weaver C. Barksdale & Associates
Tennessee
$1.77M -$79.4K -1,736 -5%
OPS
405
Orion Portfolio Solutions
Nebraska
$1.76M +$1.29M +28,218 +382%
BCI
406
Brinker Capital Investments
Pennsylvania
$1.76M +$1.63M +35,598 New
NIM
407
Nexus Investment Management
Ontario, Canada
$1.75M +$187K +4,090 +13%
BCV
408
Banque Cantonale Vaudoise
Switzerland
$1.75M +$704K +15,400 +77%
LA
409
Lakeside Advisors
Washington
$1.75M -$6.86K -150 -0.4%
PI
410
Pettee Investors
Connecticut
$1.74M +$904K +19,786 +128%
Northwestern Mutual Wealth Management
411
Northwestern Mutual Wealth Management
Wisconsin
$1.73M +$206K +4,498 +15%
FNBOH
412
First National Bank of Hutchinson
Kansas
$1.73M +$52.1K +1,140 +3%
AA
413
AlphaMark Advisors
Kentucky
$1.72M -$40.6K -888 -2%
SFS
414
Sowell Financial Services
Arkansas
$1.68M +$173K +3,781 +12%
AIM
415
Acropolis Investment Management
Missouri
$1.68M +$44.8K +981 +3%
BFA
416
Benedict Financial Advisors
Georgia
$1.64M +$146K +3,185 +11%
Verition Fund Management
417
Verition Fund Management
Connecticut
$1.64M -$357K -7,804 -19%
CWM
418
CIBC World Markets
New York
$1.63M -$1.99M -43,640 -57%
SP
419
Symmetry Partners
Connecticut
$1.63M +$282K +6,160 +23%
IB
420
Intrust Bank
Kansas
$1.62M +$91.7K +2,005 +7%
9WM
421
9258 Wealth Management
Ohio
$1.62M +$960 +21 +0.1%
GCMG
422
Gyroscope Capital Management Group
Florida
$1.62M -$108K -2,355 -7%
SFM
423
Signet Financial Management
New Jersey
$1.62M +$14.2K +310 +1%
WAL
424
W Advisors LLC
Tennessee
$1.61M +$8.41K +184 +0.6%
ZIG
425
Zurich Insurance Group
Switzerland
$1.61M

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.