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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
BJL
501
Brighton Jones LLC
Washington
$587K +$5.26K +154 +1%
SJIM
502
St. Johns Investment Management
Florida
$579K -$24.5K -718 -4%
CA
503
Cetera Advisors
Colorado
$568K +$146K +4,268 +37%
CCP
504
Corient Capital Partners
California
$566K +$106K +3,113 +25%
LOAMS
505
Lombard Odier Asset Management (Switzerland)
Switzerland
$565K +$39.6K +1,160 +8%
PI
506
Pettee Investors
Connecticut
$558K
SMH
507
Sanders Morris Harris
Texas
$557K
ACM
508
AlphaStar Capital Management
North Carolina
$553K +$525K +15,378 New
PNC
509
Park National Corp
Ohio
$552K -$29.8K -873 -5%
CBTWT
510
Community Bank & Trust (Waco, Texas)
Texas
$548K -$9.91K -290 -2%
PWM
511
Perigon Wealth Management
California
$548K -$4.24K -124 -0.8%
CCM
512
Crew Capital Management
Ohio
$547K +$519K +15,200 New
JG
513
Jefferies Group
New York
$541K +$1.23K +36 +0.2%
ACA
514
Atlas Capital Advisors
Wyoming
$539K -$236K -6,921 -32%
VCG
515
Vantage Consulting Group
Virginia
$538K +$125K +3,657 +32%
IAA
516
Independent Advisor Alliance
North Carolina
$533K -$68.2K -1,997 -12%
PAS
517
Park Avenue Securities
New York
$533K +$57.3K +1,676 +13%
SF
518
Synovus Financial
Georgia
$532K -$35.5K -1,039 -7%
OQS
519
Occudo Quantitative Strategies
Florida
$527K +$500K +14,633 New
PCS
520
Personal CFO Solutions
New Jersey
$526K +$78K +2,284 +19%
TF
521
TIAA FSB
Florida
$525K -$15.4K -452 -3%
S
522
SignatureFD
Georgia
$524K +$109K +3,176 +28%
WW
523
Waterfront Wealth
Kansas
$520K +$2.73K +80 +0.6%
LC
524
LCNB Corp
Ohio
$516K +$68.3K +2,000 +16%
RWM
525
RBA Wealth Management
California
$515K -$1.58M -46,389 -76%

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.