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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
GDP
601
Great Diamond Partners
Maine
$588K +$12.5K +273 +2%
KIA
602
KCM Investment Advisors
California
$587K +$99.2K +2,169 +22%
IAN
603
Integrated Advisors Network
Texas
$584K +$541K +11,833 New
TPCW
604
TD Private Client Wealth
New York
$582K +$394K +8,621 +272%
BL
605
Balentine LLC
Georgia
$577K -$403K -8,815 -43%
WQ
606
Wealth Quarterback
New Jersey
$573K -$61K -1,334 -10%
OTL
607
Oak Thistle LLC
New York
$573K +$530K +11,600 New
BJL
608
Brighton Jones LLC
Washington
$572K +$823 +18 +0.2%
CWA
609
Canvas Wealth Advisors
Kansas
$570K +$457 +10 +0.1%
BA
610
Bristlecone Advisors
Washington
$568K +$526K +11,505 New
SCA
611
Snowden Capital Advisors
New York
$561K +$27.1K +593 +6%
DI
612
Diligent Investors
California
$557K -$9.14K -200 -2%
PNC
613
Park National Corp
Ohio
$555K +$1.55K +34 +0.3%
LTAS
614
Linden Thomas Advisory Services
North Carolina
$555K +$514K +11,235 New
SG Americas Securities
615
SG Americas Securities
New York
$551K -$597K -13,058 -54%
LSAG
616
Lake Street Advisors Group
New Hampshire
$547K +$24K +526 +5%
NSIM
617
North Star Investment Management
Illinois
$546K +$2.97K +65 +0.6%
NWMG
618
National Wealth Management Group
Ohio
$546K +$507K +11,099 New
LNC
619
Lincoln National Corp
Pennsylvania
$545K -$49.7K -1,088 -9%
WANY
620
Wealthspire Advisors (New York)
New York
$544K +$504K +11,027 New
LGA
621
Lebenthal Global Advisors
New York
$544K +$1.6K +35 +0.3%
Lido Advisors
622
Lido Advisors
California
$543K +$503K +11,007 New
CCMIC
623
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$543K
VFA
624
Valeo Financial Advisors
Indiana
$539K -$23.3K -510 -4%
TPWM
625
Twelve Points Wealth Management
Massachusetts
$535K +$73.6K +1,611 +17%

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.