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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
SDAM
526
Shulman DeMeo Asset Management
New York
$515K +$53.2K +1,556 +12%
AG
527
AIA Group
Hong Kong
$514K -$226K -6,626 -32%
BI
528
Blooom Inc
Kansas
$514K +$472K +13,811 New
EAM
529
Eagle Asset Management
Florida
$512K +$487K +14,248 New
HCM
530
Hollencrest Capital Management
California
$511K
TPCW
531
TD Private Client Wealth
New York
$510K -$372K -10,894 -43%
HIIFS
532
Harel Insurance Investments & Financial Services
Israel
$504K -$293K -8,575 -67%
AII
533
AGF Investments Inc
Ontario, Canada
$504K +$278K +8,133 +138%
SPIA
534
Steward Partners Investment Advisory
New York
$501K +$331K +9,678 +228%
AWA
535
AmeriServ Wealth Advisors
Pennsylvania
$501K +$44.4K +1,300 +10%
DC
536
Davenport & Co
Virginia
$500K -$141K -4,118 -23%
FP
537
Financial Perspectives
Minnesota
$500K +$586K +17,146 +2,020%
I
538
INVST
Indiana
$489K +$25.1K +734 +6%
VFA
539
Voya Financial Advisors
Connecticut
$488K -$173K -5,076 -28%
NFGCM
540
Norman Fields Gottscho Capital Management
New York
$486K +$46.1K +1,350 +11%
WCM
541
Weik Capital Management
Pennsylvania
$483K -$854 -25 -0.2%
HCM
542
Hengehold Capital Management
Ohio
$479K -$8.64K -253 -2%
YIH
543
Y-Intercept (HK)
Hong Kong
$479K +$429K +12,567 New
PAMP
544
Polar Asset Management Partners
Ontario, Canada
$476K -$244K -7,151 -35%
MC
545
Maverick Capital
Texas
$473K +$369K +10,791 +460%
MIS
546
Morningstar Investment Services
Illinois
$472K +$74.8K +2,190 +21%
TSS
547
Two Sigma Securities
New York
$472K +$226K +6,618 +102%
RFC
548
Regions Financial Corp
Alabama
$470K -$17.1K -500 -4%
WMA
549
Wealth Management Associates
New Jersey
$470K +$52.4K +1,535 +13%
WDG
550
Wealth Dimensions Group
Ohio
$468K -$3.08K -90 -0.7%

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.