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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
Pzena Investment Management
476
Pzena Investment Management
New York
$722K -$1.13K -33 -0.2%
SIA
477
Strategic Investment Advisors
Michigan
$722K +$52.3K +1,531 +8%
MAFM
478
Mid Atlantic Financial Management
Pennsylvania
$718K +$46.4K +1,358 +7%
GI
479
Gradient Investments
Minnesota
$715K -$1.3K -38 -0.2%
CIAS
480
Capital Investment Advisory Services
North Carolina
$712K -$46.1K -1,348 -6%
VF
481
Virtu Financial
New York
$703K +$667K +19,528 New
CIBC World Market
482
CIBC World Market
Ontario, Canada
$685K -$259K -7,575 -28%
TNBTD
483
Trustmark National Bank Trust Department
Mississippi
$684K
QCG
484
Quadrant Capital Group
Ohio
$684K +$231K +6,771 +55%
CL
485
CSS LLC
Illinois
$676K +$642K +18,780 New
LNC
486
Lincoln National Corp
Pennsylvania
$670K -$216K -6,316 -25%
DA
487
Denali Advisors
California
$669K -$1.55M -45,300 -71%
WS
488
Wedbush Securities
California
$668K +$26.1K +763 +4%
Fiera Capital (Canada)
489
Fiera Capital (Canada)
Quebec, Canada
$668K +$55.7K +1,630 +10%
LMAM
490
Legg Mason Asset Management
Japan
$656K -$141K -4,126 -18%
PA
491
Profund Advisors
Maryland
$630K -$53.2K -1,556 -8%
BF
492
BOK Financial
Oklahoma
$625K -$72K -2,107 -11%
BCM
493
Brookstone Capital Management
Illinois
$621K +$239K +7,004 +68%
ETC
494
Exchange Traded Concepts
Oklahoma
$619K +$130K +3,801 +28%
FBFS
495
First Business Financial Services
Wisconsin
$616K +$60.5K +1,772 +12%
SW
496
SteelPeak Wealth
California
$613K +$282K +8,250 +94%
EHC
497
Everett Harris & Co
California
$612K
PSUF
498
People's United Financial
Connecticut
$599K +$32K +938 +6%
AIC
499
Ameritas Investment Company
Nebraska
$599K +$569K +16,643 New
ONB
500
Old National Bancorp
Indiana
$591K -$394K -11,527 -41%

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.