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1,014 hedge funds and large institutions have $26.5B invested in Kroger in 2021 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 317 increasing their positions, 386 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 79

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

10% more capital invested

Capital invested by funds: $24.2B → $26.5B (+$2.3B)

7% more funds holding

Funds holding: 9441,014 (+70)

0.72% less ownership

Funds ownership: 80.89%80.17% (-0.72%)

18% less repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 386

38% less call options, than puts

Call options by funds: $335M | Put options by funds: $543M

Holders
1,014
Holders Change
+70
Holders Change %
+7.42%
% of All Funds
15.6%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.26%
New
162
Increased
317
Reduced
386
Closed
79
Calls
$335M
Puts
$543M
Net Calls
-$209M
Net Calls Change
-$55.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
701
SRH Advisors
Kansas
$333K -$12.6K -300 -4%
TWM
702
TriaGen Wealth Management
California
$332K
AF
703
Advisornet Financial
Minnesota
$332K +$11.9K +284 +4%
MCA
704
Morris Capital Advisors
Pennsylvania
$331K -$10.5K -249 -3%
KPWS
705
Kestra Private Wealth Services
Texas
$331K +$12.4K +296 +4%
TCM
706
Traynor Capital Management
Pennsylvania
$331K +$27.4K +652 +10%
BFC
707
Bedel Financial Consulting
Indiana
$331K +$34.1K +812 +13%
CPA
708
Court Place Advisors
Maryland
$330K -$12.6K -300 -4%
AIC
709
Archer Investment Corporation
Indiana
$324K -$57.1K -1,357 -16%
SFI
710
Siemens Fonds Invest
Germany
$324K -$18.4K -438 -6%
RGF
711
Retirement Guys Formula
Ohio
$322K +$299K +7,111 New
SFA
712
Souders Financial Advisors
Ohio
$321K +$757 +18 +0.3%
GWM
713
Geneos Wealth Management
Colorado
$321K +$3.62K +86 +1%
MA
714
Mutual Advisors
Nebraska
$318K +$37.9K +902 +15%
YMRC
715
Yorktown Management & Research Company
Virginia
$317K
JAG
716
Journey Advisory Group
Kentucky
$317K +$6.31K +150 +2%
DT
717
Diversified Trust
Tennessee
$315K +$30.4K +722 +12%
UB
718
UMB Bank
Missouri
$314K +$292K +6,939 New
SLI
719
Sumitomo Life Insurance
Japan
$311K -$6.98K -166 -2%
VFA
720
Valeo Financial Advisors
Indiana
$306K +$3.87K +92 +1%
CA
721
Clearstead Advisors
Ohio
$305K -$1.22K -29 -0.4%
FCH
722
Freestone Capital Holdings
Washington
$304K +$282K +6,711 New
KWM
723
Kingsview Wealth Management
Oregon
$303K -$1.61M -38,225 -85%
CS
724
Capital Square
Tennessee
$297K
SW
725
SkyOak Wealth
Michigan
$296K -$21K -500 -7%

KR Hedge Fund Activity: Q4 2021 in Review

1,014 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q4 2021, worth a combined $26.5B — up 9.5% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new KR positions and 79 closed out — a net gain of 83 holders — while 317 added to existing stakes and 386 trimmed.

The largest buyer was Vanguard Group, adding an estimated $485M. The largest seller was Citadel Advisors, cutting an estimated $125M.

  • 1,014 institutional investors held Kroger (KR) as of Q4 2021, up from 944 in Q3 2021.
  • Funds reported $26.5B of Kroger stock for Q4 2021, up 9.5% quarter-over-quarter.
  • 162 funds opened new Kroger positions in Q4 2021 and 79 closed out, a net change of +83 holders.
  • The largest Kroger buyer in Q4 2021 was Vanguard Group, an estimated $485M added.
  • The largest Kroger seller in Q4 2021 was Citadel Advisors, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2021.