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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
FNT
701
First National Trust
Pennsylvania
$395K +$7.31K +160 +2%
MGI
702
MayTech Global Investments
New York
$395K
SIC
703
Schwartz Investment Counsel
Michigan
$395K
MPWT
704
MassMutual Private Wealth & Trust
Connecticut
$394K -$17.3K -378 -5%
CI
705
Cigna Investments
Connecticut
$393K -$6.17K -135 -2%
CWS
706
Confluence Wealth Services
Pennsylvania
$391K
CIAS
707
Capital Investment Advisory Services
North Carolina
$391K -$34.8K -761 -9%
LFA
708
Legacy Financial Advisors
Kentucky
$390K +$16.5K +360 +5%
FMAEN1
709
Fund Management at Engine No 1
California
$390K +$33.3K +728 +10%
AIP
710
Ameritas Investment Partners
Nebraska
$388K
DCM
711
Dupont Capital Management
Delaware
$387K -$1M -21,905 -74%
B
712
Bailard
California
$386K -$2.7K -59 -0.7%
NHC
713
Nicholas Hoffman & Company
Georgia
$385K -$20.8K -454 -5%
RIL
714
Rothschild Investment LLC
Illinois
$384K +$229 +5 +0.1%
WWM
715
Western Wealth Management
Colorado
$379K +$4.94K +108 +1%
AF
716
Allworth Financial
California
$378K +$46.9K +1,025 +15%
BW
717
Bison Wealth
Georgia
$376K -$4.71K -103 -1%
HTC
718
Haverford Trust Company
Pennsylvania
$376K +$20.1K +439 +6%
PCS
719
Personal CFO Solutions
New Jersey
$374K +$346K +7,570 New
HWM
720
HB Wealth Management
Georgia
$374K +$84.5K +1,848 +32%
WAP
721
Wealthcare Advisory Partners
Pennsylvania
$372K -$86.3K -1,887 -20%
PBO
722
Peoples Bank (Ohio)
Ohio
$371K
PWM
723
Perigon Wealth Management
California
$371K -$71.6K -1,567 -17%
APA
724
Astoria Portfolio Advisors
New York
$370K +$127K +2,774 +59%
AAS
725
Ameritas Advisory Services
Nebraska
$367K -$84.8K -1,855 -20%

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.