We are live on ! Find out more

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
BG
726
Benedetti & Gucer
Georgia
$366K +$131K +2,866 +63%
MC
727
Machina Capital
France
$365K +$338K +7,400 New
SFA
728
Souders Financial Advisors
Ohio
$365K -$103K -2,257 -23%
FSA
729
Franklin Street Advisors
North Carolina
$365K
DA
730
Drake & Associates
Wisconsin
$365K +$19.4K +425 +6%
HSA
731
HBK Sorce Advisory
Pennsylvania
$358K -$332K -7,259 -50%
CIA
732
Capital Investment Advisors
Georgia
$358K +$8.64K +189 +3%
MFG
733
Merit Financial Group
Georgia
$358K -$71.1K -1,555 -18%
SA
734
SRH Advisors
Kansas
$358K
FTC
735
Farmers Trust Company
Ohio
$357K
CCA
736
Checchi Capital Advisers
California
$354K -$25.8K -564 -7%
AIC
737
Archer Investment Corporation
Indiana
$353K
FB
738
Fulton Bank
Pennsylvania
$350K +$324K +7,088 New
LI
739
LMCG Investments
Massachusetts
$347K -$11.5K -251 -3%
CIP
740
Capital Insight Partners
Arizona
$347K +$13.3K +290 +4%
PCMF
741
Private Capital Management (Florida)
Florida
$346K +$22.9K +500 +8%
FPCG
742
Forum Private Client Group
Indiana
$341K -$2.83K -62 -0.9%
CBT
743
Central Bank & Trust
Kentucky
$340K -$5.67K -124 -2%
SAM
744
Smithbridge Asset Management
Pennsylvania
$339K -$2.1K -46 -0.7%
GA
745
Geller Advisors
New York
$339K +$29.9K +653 +11%
DWT
746
Dorsey & Whitney Trust
South Dakota
$339K +$457 +10 +0.1%
RDFA
747
Ritter Daniher Financial Advisory
Ohio
$337K
AWC
748
Adamsbrown Wealth Consultants
Kansas
$334K -$3.11K -68 -1%
CAMV
749
Concord Asset Management (Virginia)
Virginia
$331K +$307K +6,707 New
AA
750
ALPS Advisors
Colorado
$330K +$306K +6,690 New

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.