We are live on ! Find out more

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
SWM
601
Spire Wealth Management
Virginia
$372K +$654K +19,146 New
BP
602
BBR Partners
New York
$370K +$1.3K +38 +0.4%
KCM
603
Kathmere Capital Management
Pennsylvania
$368K +$102K +2,984 +41%
LFAS
604
Level Four Advisory Services
Texas
$367K -$18K -528 -5%
LRPA
605
L. Roy Papp & Associates
Arizona
$366K -$34.2K -1,000 -9%
VCA
606
Verdence Capital Advisors
Maryland
$364K +$346K +10,117 New
GWM
607
Geneos Wealth Management
Colorado
$362K -$820 -24 -0.2%
OWA
608
Octavia Wealth Advisors
Ohio
$361K +$7K +205 +2%
LD
609
Lipe & Dalton
New York
$360K
CLOS
610
Compagnie Lombard Odier SCmA
Switzerland
$360K +$51.2K +1,500 +18%
WANY
611
Wealthspire Advisors (New York)
New York
$360K +$78.9K +2,308 +30%
QVT
612
Quantitative Value Technologies
Kansas
$360K +$341K +9,988 New
DADC
613
D.A. Davidson & Co
Montana
$359K -$236K -6,896 -41%
SCM
614
Seascape Capital Management
New Hampshire
$354K +$81.2K +2,376 +32%
GG
615
Gofen & Glossberg
Illinois
$353K
CAG
616
Csenge Advisory Group
Florida
$351K +$10K +294 +3%
JWCA
617
J.W. Cole Advisors
Florida
$347K -$37.8K -1,106 -10%
AB
618
Atlas Brown
Kentucky
$347K +$23.3K +682 +8%
BP
619
Ballentine Partners
Massachusetts
$346K -$4.82K -141 -1%
AA
620
ALPS Advisors
Colorado
$341K +$52.2K +1,529 +19%
XS
621
XR Securities
Illinois
$338K -$142K -4,160 -31%
BG
622
Bollard Group
Massachusetts
$332K
NAM
623
NorthCoast Asset Management
Connecticut
$327K -$27.9K -816 -8%
MFS
624
Mirabella Financial Services
United Kingdom
$326K +$309K +9,050 New
SOAMC
625
Spirit of America Management Corp
New York
$324K

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.