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1,014 hedge funds and large institutions have $26.5B invested in Kroger in 2021 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 317 increasing their positions, 386 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 79

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

10% more capital invested

Capital invested by funds: $24.2B → $26.5B (+$2.3B)

7% more funds holding

Funds holding: 9441,014 (+70)

0.72% less ownership

Funds ownership: 80.89%80.17% (-0.72%)

18% less repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 386

38% less call options, than puts

Call options by funds: $335M | Put options by funds: $543M

Holders
1,014
Holders Change
+70
Holders Change %
+7.42%
% of All Funds
15.6%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.26%
New
162
Increased
317
Reduced
386
Closed
79
Calls
$335M
Puts
$543M
Net Calls
-$209M
Net Calls Change
-$55.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BL
601
Balentine LLC
Georgia
$508K +$25.9K +616 +6%
BP
602
Ballentine Partners
Massachusetts
$507K +$14.8K +352 +3%
SB
603
Sunflower Bank
Texas
$506K -$4.25K -101 -0.9%
LSAG
604
Lake Street Advisors Group
New Hampshire
$505K -$25K -595 -5%
GG
605
Gofen & Glossberg
Illinois
$505K +$56.8K +1,350 +14%
TF
606
TIAA FSB
Florida
$501K -$15.4K -366 -3%
FC
607
Ferris Capital
Massachusetts
$501K
GIM
608
Groesbeck Investment Management
New Jersey
$494K
NSIM
609
North Star Investment Management
Illinois
$492K +$2.23K +53 +0.5%
LIM
610
Leavell Investment Management
Alabama
$483K +$63.1K +1,500 +16%
AAM
611
Advisors Asset Management
Colorado
$475K -$41.5K -987 -9%
RIM
612
Regent Investment Management
Kentucky
$475K
RPWA
613
Regent Peak Wealth Advisors
Georgia
$471K +$3.74K +89 +0.9%
PSP
614
Principal Street Partners
Tennessee
$468K -$378 -9 -0.1%
IC
615
IEQ Capital
California
$468K +$66.6K +1,584 +18%
SYBT
616
Stock Yards Bank & Trust
Kentucky
$465K +$12.7K +303 +3%
KCM
617
Kathmere Capital Management
Pennsylvania
$463K -$44.8K -1,066 -9%
LRPA
618
L. Roy Papp & Associates
Arizona
$460K
EH
619
Equitable Holdings
New York
$460K +$38.7K +921 +10%
CG
620
Caprock Group
Idaho
$459K +$125K +2,984 +42%
BFEC
621
Benjamin F. Edwards & Company
Missouri
$457K +$91.4K +2,175 +27%
LD
622
Lipe & Dalton
New York
$453K
AFG
623
Albion Financial Group
Utah
$453K +$420K +10,000 New
FEM
624
Fulcrum Equity Management
Texas
$448K +$3.36K +80 +0.8%
RIG
625
Roosevelt Investment Group
New York
$446K +$414K +9,855 New

KR Hedge Fund Activity: Q4 2021 in Review

1,014 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q4 2021, worth a combined $26.5B — up 9.5% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new KR positions and 79 closed out — a net gain of 83 holders — while 317 added to existing stakes and 386 trimmed.

The largest buyer was Vanguard Group, adding an estimated $485M. The largest seller was Citadel Advisors, cutting an estimated $125M.

  • 1,014 institutional investors held Kroger (KR) as of Q4 2021, up from 944 in Q3 2021.
  • Funds reported $26.5B of Kroger stock for Q4 2021, up 9.5% quarter-over-quarter.
  • 162 funds opened new Kroger positions in Q4 2021 and 79 closed out, a net change of +83 holders.
  • The largest Kroger buyer in Q4 2021 was Vanguard Group, an estimated $485M added.
  • The largest Kroger seller in Q4 2021 was Citadel Advisors, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2021.