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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
WCM
626
Whitener Capital Management
North Carolina
$525K +$122K +2,660 +33%
SB
627
Sunflower Bank
Texas
$523K
CL
628
CSS LLC
Illinois
$518K -$91.4K -2,000 -16%
RPWA
629
Regent Peak Wealth Advisors
Georgia
$515K -$91 -2 -0%
MNBTD
630
Moody National Bank Trust Division
Texas
$515K +$65.4K +1,430 +16%
KTC
631
Kistler-Tiffany Companies
Pennsylvania
$515K +$174K +3,810 +58%
EP
632
Edgestream Partners
New Jersey
$511K +$473K +10,344 New
HIIFS
633
Harel Insurance Investments & Financial Services
Israel
$510K +$59.4K +1,300 +14%
CB
634
Centennial Bank
Arkansas
$506K -$227K -4,967 -33%
AWM
635
Ameliora Wealth Management
Switzerland
$505K +$468K +10,230 New
BFEC
636
Benjamin F. Edwards & Company
Missouri
$504K +$2.29K +50 +0.5%
GIM
637
Groesbeck Investment Management
New Jersey
$503K
LRPA
638
L. Roy Papp & Associates
Arizona
$502K
BAM
639
BOS Asset Management
Illinois
$499K
RGF
640
Retirement Guys Formula
Ohio
$498K +$14.5K +317 +3%
LD
641
Lipe & Dalton
New York
$494K
KPWS
642
Kestra Private Wealth Services
Texas
$494K +$38.2K +836 +9%
CAM
643
Costello Asset Management
Pennsylvania
$491K -$18.3K -400 -4%
PTC
644
Petrus Trust Company
Texas
$485K -$214K -4,688 -32%
SFS
645
Summit Financial Strategies
Ohio
$485K -$11.8K -258 -3%
EH
646
Equitable Holdings
New York
$484K -$8.23K -180 -2%
CA
647
Clearstead Advisors
Ohio
$483K +$115K +2,525 +35%
TPWA
648
TRUE Private Wealth Advisors
Oregon
$480K +$83.8K +1,833 +23%
GW
649
GW & Wade
Massachusetts
$480K +$6.49K +142 +1%
SAI
650
Systematic Alpha Investments
New Jersey
$479K

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.