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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
TLFA
726
True Link Financial Advisors
California
$192K
MCM
727
Manchester Capital Management
Vermont
$192K +$615 +18 +0.3%
EI
728
Ellevest Inc
New York
$189K +$61K +1,786 +52%
VFA
729
Valeo Financial Advisors
Indiana
$187K -$3.96K -116 -2%
NFG
730
Next Financial Group
Texas
$186K +$14.6K +427 +9%
BAM
731
Belpointe Asset Management
Nevada
$179K +$11.1K +324 +7%
AIC
732
Ayalon Insurance Company
Israel
$174K -$609K -17,820 -79%
JFGIW
733
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$171K -$999K -29,245 -86%
Loomis, Sayles & Company
734
Loomis, Sayles & Company
Massachusetts
$168K +$76.9K +2,251 +93%
CFGS
735
Concourse Financial Group Securities
Alabama
$161K -$25.9K -758 -15%
Rockefeller Capital Management
736
Rockefeller Capital Management
New York
$157K -$123K -3,606 -45%
CCM
737
Covington Capital Management
California
$157K +$376 +11 +0.3%
MA
738
Montag & Associates
Georgia
$150K +$40.1K +1,173 +39%
CWM
739
Cedar Wealth Management
California
$149K -$180K -5,260 -56%
WAP
740
Wealthcare Advisory Partners
Pennsylvania
$147K +$139K +4,075 New
AP
741
Arlington Partners
Alabama
$140K +$56.4K +1,650 +74%
WT
742
Whittier Trust
California
$136K +$60K +1,757 +87%
IA
743
IFP Advisors
Florida
$130K -$611K -17,870 -83%
Carson Wealth (CWM LLC)
744
Carson Wealth (CWM LLC)
Nebraska
$128K
TFS
745
TrustCore Financial Services
Tennessee
$127K +$649 +19 +0.5%
HWA
746
Heritage Wealth Advisors
Virginia
$126K -$23.3K -682 -16%
CA
747
Crewe Advisors
Utah
$123K
CT
748
Caldwell Trust
Florida
$121K
AA
749
AlphaCentric Advisors
Puerto Rico
$119K -$3.21K -94 -3%
LWM
750
Liberty Wealth Management
California
$119K

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.