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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
HI
651
Horizon Investments
North Carolina
$476K -$736K -16,098 -62%
BG
652
Bollard Group
Massachusetts
$473K +$2.61K +57 +0.6%
CGL
653
Clarius Group LLC
Washington
$472K +$2.51K +55 +0.6%
DMBA
654
Deseret Mutual Benefit Administrators
Utah
$470K -$17.4K -380 -4%
TAM
655
Titleist Asset Management
Texas
$462K +$428K +9,353 New
DT
656
Diversified Trust
Tennessee
$459K -$203K -4,433 -32%
QC
657
Quent Capital
New York
$458K -$823 -18 -0.2%
PFS
658
Prospera Financial Services
Texas
$452K +$36.5K +799 +10%
PSC
659
Portman Square Capital
United Kingdom
$452K +$418K +9,148 New
PIAS
660
PCA Investment Advisory Services
Ohio
$451K +$417K +9,130 New
WSTAM
661
Wilbanks Smith & Thomas Asset Management
Virginia
$450K +$9.14K +200 +2%
SOAMC
662
Spirit of America Management Corp
New York
$444K
DC
663
Davenport & Co
Virginia
$443K -$3.47K -76 -0.8%
AWA
664
AmeriServ Wealth Advisors
Pennsylvania
$443K -$2.83K -62 -0.7%
CS
665
Capital Square
Tennessee
$441K -$1.05K -23 -0.3%
PP
666
Patron Partners
Texas
$438K +$137 +3 +0%
FFM
667
Forum Financial Management
Illinois
$437K +$3.7K +81 +0.9%
DS
668
DRW Securities
Illinois
$435K +$403K +8,813 New
FAM
669
Formidable Asset Management
Ohio
$433K -$35.4K -775 -8%
SOS
670
Silver Oak Securities
Tennessee
$433K -$23.6K -517 -6%
LFAS
671
Level Four Advisory Services
Texas
$432K +$30.2K +661 +8%
PSP
672
Principal Street Partners
Tennessee
$429K -$15.5K -340 -4%
BSW
673
Buckingham Strategic Wealth
Missouri
$429K
AM
674
AGF Management
Ontario, Canada
$428K +$3.29K +72 +0.8%
KA
675
Kovack Advisors
Florida
$427K +$11.5K +251 +3%

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.