We are live on ! Find out more

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
JE
701
JMAC Enterprises
Pennsylvania
$381K
LFA
702
Legacy Financial Advisors
Kentucky
$380K +$8.97K +188 +2%
AF
703
Allworth Financial
California
$380K +$20.3K +426 +6%
WWM
704
WJ Wealth Management
Arizona
$377K +$383K +8,020 New
FNT
705
First National Trust
Pennsylvania
$376K
MGI
706
MayTech Global Investments
New York
$376K
SIC
707
Schwartz Investment Counsel
Michigan
$376K
PWM
708
Perigon Wealth Management
California
$375K +$22.7K +475 +6%
CI
709
Cigna Investments
Connecticut
$374K
NCM
710
Narwhal Capital Management
Georgia
$374K +$379K +7,954 New
CIAS
711
Capital Investment Advisory Services
North Carolina
$374K +$1.76K +37 +0.5%
TF
712
TIAA FSB
Florida
$373K -$28.2K -591 -7%
APA
713
Astoria Portfolio Advisors
New York
$371K +$19.9K +417 +6%
RIL
714
Rothschild Investment LLC
Illinois
$370K +$4.48K +94 +1%
AIP
715
Ameritas Investment Partners
Nebraska
$370K
BW
716
Bison Wealth
Georgia
$369K +$9.83K +206 +3%
CWS
717
Confluence Wealth Services
Pennsylvania
$369K -$2.96K -62 -0.8%
TCM
718
Traynor Capital Management
Pennsylvania
$368K -$9.4K -197 -2%
AF
719
Advisornet Financial
Minnesota
$367K -$9.87K -207 -3%
PA
720
Procyon Advisors
Connecticut
$365K +$148K +3,097 +66%
HTC
721
Haverford Trust Company
Pennsylvania
$362K +$4.72K +99 +1%
JF
722
Jump Financial
Illinois
$362K +$95.4K +2,000 +35%
CMP
723
Coston McIsaac & Partners
Maine
$361K -$26.7K -560 -7%
B
724
Bailard
California
$358K -$9.21K -193 -2%
SA
725
SRH Advisors
Kansas
$358K

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.