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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
CPA
651
Court Place Advisors
Maryland
$288K
NFG
652
Nations Financial Group
Iowa
$287K +$272K +7,965 New
CM
653
Caption Management
Oklahoma
$287K +$273K +8,000 New
EH
654
Equitable Holdings
New York
$286K +$12.2K +358 +5%
CGL
655
Clarius Group LLC
Washington
$284K +$8.23K +241 +3%
BFEC
656
Benjamin F. Edwards & Company
Missouri
$282K +$1.02K +30 +0.4%
FA
657
FDx Advisors
Illinois
$280K +$266K +7,784 New
PFS
658
Prospera Financial Services
Texas
$278K -$34.7K -1,016 -12%
W
659
WealthStone
Ohio
$270K +$257K +7,518 New
SW
660
SkyOak Wealth
Michigan
$269K -$37.7K -1,104 -13%
W
661
Wealthquest
Ohio
$265K -$1.37K -40 -0.5%
AIC
662
Archer Investment Corporation
Indiana
$265K -$68.3K -2,000 -21%
DWT
663
Dorsey & Whitney Trust
South Dakota
$264K -$30.8K -901 -11%
Fayez Sarofim & Co
664
Fayez Sarofim & Co
Texas
$264K -$22.1K -646 -8%
SFA
665
Souders Financial Advisors
Ohio
$263K +$9.94K +291 +4%
WAM
666
Wakefield Asset Management
Colorado
$262K +$248K +7,270 New
TWM
667
TriaGen Wealth Management
California
$261K
TI
668
Truepoint Inc
Ohio
$261K +$854 +25 +0.3%
EF
669
Empirical Finance
Pennsylvania
$260K
HI
670
Harbour Investments
Wisconsin
$260K +$247K +7,223 New
FDS
671
Freedom Day Solutions
Texas
$260K +$247K +7,230 New
SICM
672
Sustainable Insight Capital Management
New York
$259K +$3.42K +100 +1%
KWM
673
Kingsview Wealth Management
Oregon
$258K +$3.76K +110 +2%
DFG
674
Demars Financial Group
Washington
$256K
JAG
675
Journey Advisory Group
Kentucky
$256K

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.