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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
CICI
501
Capital Investment Counsel Inc
North Carolina
$987K +$2.29K +50 +0.3%
CBTWT
502
Community Bank & Trust (Waco, Texas)
Texas
$987K -$21.9K -480 -2%
OA
503
Oxbow Advisors
Texas
$973K
MOS
504
MGO One Seven
Ohio
$966K +$152K +3,332 +21%
OC
505
Oarsman Capital
Wisconsin
$966K +$894K +19,557 New
EF
506
Empirical Finance
Pennsylvania
$962K +$36.8K +804 +4%
VWM
507
Venturi Wealth Management
Texas
$950K -$48.3K -1,056 -5%
LC
508
LCNB Corp
Ohio
$948K +$37.3K +817 +4%
IWA
509
Inspirion Wealth Advisors
Illinois
$934K +$1.14K +25 +0.1%
Bessemer Group
510
Bessemer Group
New Jersey
$932K -$52.7K -1,152 -6%
SS
511
Simplicity Solutions
Minnesota
$923K +$382K +8,361 +81%
RS
512
Robeco Schweiz
Switzerland
$918K -$1.09M -23,900 -56%
TRCT
513
Tower Research Capital (TRC)
New York
$914K +$385K +8,427 +84%
VRM
514
Vectors Research Management
New York
$904K +$1.51K +33 +0.2%
SC
515
Savant Capital
Illinois
$898K +$14.5K +317 +2%
BCM
516
Barden Capital Management
Texas
$897K +$11.6K +254 +1%
Balyasny Asset Management
517
Balyasny Asset Management
Illinois
$895K -$6.21M -135,852 -88%
ONB
518
Old National Bancorp
Indiana
$885K +$359K +7,849 +78%
Acadian Asset Management
519
Acadian Asset Management
Massachusetts
$884K -$9.55M -208,826 -92%
QI
520
Qtron Investments
Massachusetts
$883K
NFG
521
Nations Financial Group
Iowa
$879K +$9.42K +206 +1%
MCI
522
MRP Capital Investments
Georgia
$868K +$200K +4,365 +33%
WR
523
WD Rutherford
Oregon
$866K
Wealth Enhancement Advisory Services
524
Wealth Enhancement Advisory Services
Minnesota
$864K +$800K +17,500 New
ACA
525
Atlas Capital Advisors
Wyoming
$862K +$37.4K +818 +5%

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.