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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
SP
451
Symmetry Partners
Connecticut
$818K -$147K -4,300 -16%
MML Investors Services
452
MML Investors Services
Massachusetts
$817K -$22.1K -646 -3%
ER
453
Enlightenment Research
Florida
$817K +$776K +22,700 New
CBT
454
Central Bank & Trust
Kentucky
$814K +$131K +3,823 +20%
Bank Julius Baer & Co
455
Bank Julius Baer & Co
Switzerland
$812K +$407K +11,899 +111%
TAM
456
Tocqueville Asset Management
New York
$806K -$33.9K -992 -4%
EWM
457
Empirical Wealth Management
Washington
$806K +$765K +22,397 New
Mariner
458
Mariner
Kansas
$804K -$103K -3,014 -12%
TMAM
459
Tokio Marine Asset Management
Japan
$799K -$335K -9,815 -31%
Capital Fund Management (CFM)
460
Capital Fund Management (CFM)
France
$793K +$753K +22,039 New
PPCM
461
Pillar Pacific Capital Management
California
$787K -$6.01K -176 -0.8%
PSP
462
Principal Street Partners
Tennessee
$781K +$491K +14,379 +196%
TCM
463
Tributary Capital Management
Nebraska
$770K -$772K -22,600 -51%
EPA
464
Element Pointe Advisors
Florida
$765K +$232K +6,780 +47%
CFB
465
Cullen/Frost Bankers
Texas
$763K +$416K +12,164 +135%
V
466
Veritable
Delaware
$760K -$96.6K -2,828 -12%
Rafferty Asset Management
467
Rafferty Asset Management
New York
$759K +$431K +12,617 +149%
KRSITF
468
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$757K -$42.7K -1,251 -6%
NSEDCP
469
NJ State Employees Deferred Compensation Plan
New Jersey
$756K
IWC
470
Integrated Wealth Concepts
Massachusetts
$756K +$717K +20,997 New
LNWWM
471
Laird Norton Wetherby Wealth Management
California
$755K +$58.6K +1,715 +9%
SSB
472
Sandy Spring Bank
Maryland
$749K -$174K -5,090 -20%
CICI
473
Capital Investment Counsel Inc
North Carolina
$742K +$181K +5,300 +35%
Two Sigma Advisers
474
Two Sigma Advisers
New York
$731K +$694K +20,300 New
CFA
475
Camarda Financial Advisors
Florida
$724K +$687K +20,114 New

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.