We are live on ! Find out more

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
NA
576
Navellier & Associates
Nevada
$693K -$3.77M -82,464 -85%
IAA
577
Independent Advisor Alliance
North Carolina
$690K -$218K -4,768 -25%
SDAM
578
Shulman DeMeo Asset Management
New York
$687K +$1.23K +27 +0.2%
IC
579
IEQ Capital
California
$686K +$146K +3,200 +30%
Rockefeller Capital Management
580
Rockefeller Capital Management
New York
$686K -$276K -6,035 -30%
GBT
581
Grove Bank & Trust
Florida
$679K
TFA
582
Transamerica Financial Advisors
Florida
$678K +$214K +4,672 +52%
IWN
583
Independent Wealth Network
Iowa
$673K +$11.2K +246 +2%
WDG
584
Wealth Dimensions Group
Ohio
$666K
SCM
585
Stevens Capital Management
Pennsylvania
$665K -$265K -5,802 -30%
HCM
586
Hengehold Capital Management
Ohio
$665K +$1.01K +22 +0.2%
CAGAS
587
Capital Advisory Group Advisory Services
Minnesota
$661K +$1.37K +30 +0.2%
MC
588
Maverick Capital
Texas
$652K -$411K -8,983 -40%
AB
589
Atlas Brown
Kentucky
$639K -$46 -1 -0%
BAM
590
Belpointe Asset Management
Nevada
$638K +$490K +10,726 +490%
NG
591
NatWest Group
United Kingdom
$634K -$189K -4,134 -24%
N
592
Natixis
France
$630K -$25.5M -557,334 -98%
ACM
593
Alta Capital Management
Utah
$629K +$1.65K +36 +0.3%
RBFC
594
Roman Butler Fullerton & Co
Missouri
$629K +$2.24K +49 +0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
595
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$623K +$577K +12,628 New
JCM
596
J2 Capital Management
Michigan
$621K +$244K +5,342 +74%
CM
597
Columbus Macro
Pennsylvania
$602K +$34.9K +764 +7%
DCM
598
DGS Capital Management
New Jersey
$596K -$457 -10 -0.1%
BFG
599
Bleakley Financial Group
New Jersey
$595K +$30.1K +658 +6%
IAIM
600
International Assets Investment Management
Florida
$594K +$307K +6,718 +127%

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.