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1,082 hedge funds and large institutions have $26.9B invested in Kroger in 2023 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 408 increasing their positions, 409 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $319M | Put options by funds: $253M

14% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 94

0.9% more ownership

Funds ownership: 78.92%79.82% (+0.9%)

1% more funds holding

Funds holding: 1,0761,082 (+6)

0% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 409

3% less capital invested

Capital invested by funds: $27.9B → $26.9B (-$970M)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

Holders
1,082
Holders Change
+6
Holders Change %
+0.56%
% of All Funds
16.99%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
107
Increased
408
Reduced
409
Closed
94
Calls
$319M
Puts
$253M
Net Calls
+$66M
Net Calls Change
+$99.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
526
Wealth Enhancement Advisory Services
Minnesota
$894K +$72.5K +1,520 +9%
IWA
527
Inspirion Wealth Advisors
Illinois
$889K -$238 -5 -0%
TAM
528
Tocqueville Asset Management
New York
$887K +$88.2K +1,850 +11%
MRCM
529
M&R Capital Management
New Jersey
$876K +$482K +10,103 +118%
EH
530
Equitable Holdings
New York
$875K +$421K +8,824 +90%
SC
531
Savant Capital
Illinois
$868K +$13.1K +275 +2%
CA
532
Cetera Advisors
Colorado
$863K -$124K -2,593 -12%
DCM
533
Dupont Capital Management
Delaware
$856K +$495K +10,371 +132%
I
534
InceptionR
California
$847K +$461K +9,668 +116%
CM
535
Columbus Macro
Pennsylvania
$834K +$269K +5,641 +46%
BBHC
536
Brown Brothers Harriman & Co
New York
$824K +$37.9K +794 +5%
WR
537
WD Rutherford
Oregon
$817K -$7.87K -165 -0.9%
ACA
538
Atlas Capital Advisors
Wyoming
$808K -$11.9K -249 -1%
VRM
539
Vectors Research Management
New York
$804K -$57K -1,195 -7%
MSAM
540
Moloney Securities Asset Management
Missouri
$803K +$60.6K +1,270 +8%
TWD
541
True Wealth Design
Ohio
$801K -$15K -315 -2%
MOS
542
MGO One Seven
Ohio
$799K -$122K -2,560 -13%
EHC
543
Everett Harris & Co
California
$799K
SA
544
SRN Advisors
Pennsylvania
$796K -$24.4K -512 -3%
GFPC
545
Global Financial Private Client
Florida
$793K +$790K +16,557 +10,965%
NA
546
Navellier & Associates
Nevada
$792K +$134K +2,805 +20%
TSS
547
Two Sigma Securities
New York
$783K +$795K +16,668 New
FIM
548
Freedom Investment Management
Connecticut
$776K -$279K -5,849 -26%
GI
549
Gradient Investments
Minnesota
$771K +$43.5K +912 +6%
DGAM
550
Desjardins Global Asset Management
Quebec, Canada
$771K -$232K -4,870 -23%

KR Hedge Fund Activity: Q2 2023 in Review

1,082 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q2 2023, worth a combined $26.9B — down 3.5% from $27.9B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new KR positions and 94 closed out — a net gain of 13 holders — while 408 added to existing stakes and 409 trimmed.

The largest buyer was Sanders Capital, adding an estimated $456M. The largest seller was BlackRock, cutting an estimated $179M.

  • 1,082 institutional investors held Kroger (KR) as of Q2 2023, up from 1,076 in Q1 2023.
  • Funds reported $26.9B of Kroger stock for Q2 2023, down 3.5% quarter-over-quarter.
  • 107 funds opened new Kroger positions in Q2 2023 and 94 closed out, a net change of +13 holders.
  • The largest Kroger buyer in Q2 2023 was Sanders Capital, an estimated $456M added.
  • The largest Kroger seller in Q2 2023 was BlackRock, an estimated $179M sold.

Based on aggregated 13F filings for Q2 2023.