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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
DAS
526
Dynamic Advisor Solutions
Arizona
$861K -$274 -6 -0%
CW
527
CreativeOne Wealth
Kansas
$860K +$133K +2,900 +20%
TWD
528
True Wealth Design
Ohio
$857K +$67K +1,465 +9%
SA
529
SRN Advisors
Pennsylvania
$856K -$16.2K -354 -2%
CCIA
530
Campbell & Co Investment Adviser
Maryland
$841K -$908K -19,874 -54%
TAM
531
Tocqueville Asset Management
New York
$840K -$4.16K -91 -0.5%
EHC
532
Everett Harris & Co
California
$839K
BBHC
533
Brown Brothers Harriman & Co
New York
$827K +$9.28K +203 +1%
QCG
534
Quadrant Capital Group
Ohio
$822K +$17.6K +386 +2%
CFB
535
Cullen/Frost Bankers
Texas
$810K -$7.04K -154 -0.9%
HC
536
HNP Capital
New York
$809K -$8.04K -176 -1%
AC
537
AXQ Capital
New Jersey
$809K +$749K +16,390 New
FHB
538
First Hawaiian Bank
Hawaii
$805K +$179K +3,924 +32%
WJWM
539
Williams Jones Wealth Management
New York
$803K -$777 -17 -0.1%
OC
540
Oppenheimer & Co
New York
$803K +$249K +5,453 +50%
MWM
541
Moran Wealth Management
Florida
$801K -$6.17M -135,055 -89%
CCM
542
Crew Capital Management
Ohio
$801K
SA
543
Syntax Advisors
New York
$801K -$18.3K -401 -2%
VCG
544
Vantage Consulting Group
Virginia
$801K -$18.3K -401 -2%
OWA
545
Octavia Wealth Advisors
Ohio
$800K +$549 +12 +0.1%
GSEP
546
Golden State Equity Partners
California
$798K +$739K +16,171 New
UCFA
547
United Capital Financial Advisors
Texas
$794K +$41.1K +900 +6%
WAG
548
Windsor Advisory Group
Ohio
$790K -$1.37K -30 -0.2%
MSAM
549
Moloney Securities Asset Management
Missouri
$781K -$30.7K -671 -4%
CAM
550
Cresset Asset Management
Illinois
$777K +$51.4K +1,124 +8%

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.