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1,082 hedge funds and large institutions have $26.9B invested in Kroger in 2023 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 408 increasing their positions, 409 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $319M | Put options by funds: $253M

14% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 94

0.9% more ownership

Funds ownership: 78.92%79.82% (+0.9%)

1% more funds holding

Funds holding: 1,0761,082 (+6)

0% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 409

3% less capital invested

Capital invested by funds: $27.9B → $26.9B (-$970M)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

Holders
1,082
Holders Change
+6
Holders Change %
+0.56%
% of All Funds
16.99%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
107
Increased
408
Reduced
409
Closed
94
Calls
$319M
Puts
$253M
Net Calls
+$66M
Net Calls Change
+$99.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
626
Wealthspire Advisors (New York)
New York
$517K -$1.53K -32 -0.3%
VFA
627
Valeo Financial Advisors
Indiana
$508K -$5.29K -111 -1%
DFCM
628
Dark Forest Capital Management
Puerto Rico
$505K +$513K +10,755 New
LSAG
629
Lake Street Advisors Group
New Hampshire
$502K -$18.9K -397 -4%
MNBTD
630
Moody National Bank Trust Division
Texas
$499K +$8.59K +180 +2%
EFI
631
EHP Funds Inc
Canada
$498K +$506K +10,600 New
SB
632
Sunflower Bank
Texas
$498K
FAM
633
Formidable Asset Management
Ohio
$496K +$88.9K +1,864 +21%
TPWA
634
TRUE Private Wealth Advisors
Oregon
$495K +$37.8K +792 +8%
TFA
635
Transamerica Financial Advisors
Florida
$494K -$154K -3,224 -24%
BRWA
636
B. Riley Wealth Advisors
Florida
$494K -$175K -3,661 -26%
CCMIC
637
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$494K -$23.9K -500 -5%
RPWA
638
Regent Peak Wealth Advisors
Georgia
$493K +$2.58K +54 +0.5%
BL
639
Balentine LLC
Georgia
$491K -$59.1K -1,238 -11%
CWP
640
Concord Wealth Partners
Virginia
$490K +$232K +4,860 +87%
LGA
641
Lebenthal Global Advisors
New York
$490K -$28.8K -604 -5%
RAM
642
Readystate Asset Management
Illinois
$489K +$496K +10,400 New
JCIA
643
Jackson Creek Investment Advisors
Colorado
$488K -$535K -11,218 -52%
RGF
644
Retirement Guys Formula
Ohio
$485K +$11.7K +246 +2%
Fisher Asset Management
645
Fisher Asset Management
Washington
$484K +$106K +2,230 +28%
TPCW
646
TD Private Client Wealth
New York
$480K -$75K -1,573 -13%
BFEC
647
Benjamin F. Edwards & Company
Missouri
$480K
CI
648
Conning Inc
Connecticut
$479K +$208K +4,367 +75%
LRPA
649
L. Roy Papp & Associates
Arizona
$478K
BAM
650
BOS Asset Management
Illinois
$475K

KR Hedge Fund Activity: Q2 2023 in Review

1,082 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q2 2023, worth a combined $26.9B — down 3.5% from $27.9B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new KR positions and 94 closed out — a net gain of 13 holders — while 408 added to existing stakes and 409 trimmed.

The largest buyer was Sanders Capital, adding an estimated $456M. The largest seller was BlackRock, cutting an estimated $179M.

  • 1,082 institutional investors held Kroger (KR) as of Q2 2023, up from 1,076 in Q1 2023.
  • Funds reported $26.9B of Kroger stock for Q2 2023, down 3.5% quarter-over-quarter.
  • 107 funds opened new Kroger positions in Q2 2023 and 94 closed out, a net change of +13 holders.
  • The largest Kroger buyer in Q2 2023 was Sanders Capital, an estimated $456M added.
  • The largest Kroger seller in Q2 2023 was BlackRock, an estimated $179M sold.

Based on aggregated 13F filings for Q2 2023.