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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
IWM
676
IHT Wealth Management
Illinois
$418K +$25.6K +537 +6%
SC
677
SRB Corp
Massachusetts
$416K +$29.5K +618 +8%
CGL
678
Clarius Group LLC
Washington
$416K -$33.8K -708 -7%
CAMV
679
Concord Asset Management (Virginia)
Virginia
$415K +$101K +2,125 +32%
OC
680
Oppenheimer & Co
New York
$415K -$355K -7,438 -46%
LA
681
Lifeworks Advisors
Michigan
$413K +$420K +8,795 New
FFM
682
Forum Financial Management
Illinois
$412K -$3.86K -81 -0.9%
DT
683
Diversified Trust
Tennessee
$409K -$28.9K -606 -7%
KA
684
Kovack Advisors
Florida
$408K +$1.86K +39 +0.5%
MC
685
Moors & Cabot
Massachusetts
$404K
PSP
686
Principal Street Partners
Tennessee
$403K -$5.44K -114 -1%
WCM
687
Wunderlich Capital Managemnt
Tennessee
$403K +$409K +8,566 New
EFG
688
Ethos Financial Group
Pennsylvania
$401K
EGM
689
Engineers Gate Manager
New York
$401K -$556K -11,656 -58%
PA
690
Profund Advisors
Maryland
$400K +$2.19K +46 +0.5%
BG
691
Benedetti & Gucer
Georgia
$400K +$52.5K +1,100 +15%
FMAEN1
692
Fund Management at Engine No 1
California
$400K +$28.8K +603 +8%
TI
693
Truepoint Inc
Ohio
$399K +$2.38K +50 +0.6%
JBA
694
Johnson Bixby & Associates
Washington
$399K
ODG
695
O'Dell Group
Ohio
$397K -$8.06K -169 -2%
FIM
696
Fruth Investment Management
Texas
$394K
LCGC
697
Legacy Capital Group California
California
$394K +$10.6K +222 +3%
SWM
698
SeaCrest Wealth Management
New York
$393K -$11.8K -248 -3%
FT
699
Fiduciary Trust
Massachusetts
$389K +$859 +18 +0.2%
NG
700
NatWest Group
United Kingdom
$388K -$219K -4,600 -36%

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.