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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
GW
701
GW & Wade
Massachusetts
$225K +$213K +6,239 New
SIC
702
Sigma Investment Counselors
Michigan
$225K +$214K +6,252 New
PP
703
Patron Partners
Texas
$225K +$214K +6,264 New
BWP
704
BSW Wealth Partners
Colorado
$224K +$212K +6,217 New
AAM
705
Advisors Asset Management
Colorado
$221K +$29.2K +854 +16%
ACG
706
Allen Capital Group
Nebraska
$219K +$208K +6,089 New
AAS
707
Avantax Advisory Services
Texas
$217K +$206K +6,016 New
LOAME
708
Lombard Odier Asset Management (Europe)
United Kingdom
$216K -$607K -17,778 -75%
PPW
709
Parcion Private Wealth
Washington
$216K +$205K +6,000 New
CCM
710
Coldstream Capital Management
Washington
$215K -$18.9K -552 -8%
FWM
711
Frontier Wealth Management
Missouri
$215K +$204K +5,971 New
CIA
712
Capital Investment Advisors
Georgia
$215K +$204K +5,977 New
CPO
713
Cerity Partners OCIO
New York
$213K -$144K -4,227 -42%
MWPCG
714
Measured Wealth Private Client Group
New Hampshire
$213K +$202K +5,919 New
AF
715
Allworth Financial
California
$212K +$65.7K +1,923 +48%
MA
716
Mutual Advisors
Nebraska
$211K +$201K +5,869 New
VDI
717
Vaughan David Investments
Illinois
$210K -$55.5K -1,625 -22%
LFA
718
Legacy Financial Advisors
Kentucky
$209K +$199K +5,820 New
CL
719
CPWM LLC
Washington
$208K +$197K +5,770 New
FIM
720
Fruth Investment Management
Texas
$205K +$195K +5,700 New
HFAS
721
Hummer Financial Advisory Services
Illinois
$203K +$192K +5,630 New
IC
722
IEQ Capital
California
$203K +$193K +5,644 New
CNB
723
Camden National Bank
Maine
$201K +$191K +5,585 New
CNC
724
Camden National Corporation
Maine
$201K +$191K +5,585 New
BFC
725
Bedel Financial Consulting
Indiana
$197K +$131K +3,839 +235%

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.