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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
FCB
801
First Command Bank
Texas
$32K
FCFS
802
First Command Financial Services
Texas
$32K
CIA
803
CSat Investment Advisory
Michigan
$31K +$3.04K +89 +12%
MWP
804
Meridian Wealth Partners
Pennsylvania
$31K +$30.1K +882 New
HI
805
Hudock Inc
Pennsylvania
$29K -$13.7K -400 -33%
WTC
806
WhitTier Trust Company
Nevada
$29K
SNT
807
Security National Trust
West Virginia
$29K +$13.7K +400 +100%
TCWM
808
Total Clarity Wealth Management
Illinois
$29K +$27.3K +800 New
MHR
809
Matthew Hamilton Rosenberg
$28K
MA
810
MCF Advisors
Kentucky
$28K
PFGIA
811
Patriot Financial Group Insurance Agency
Massachusetts
$26K +$6.8K +199 +38%
SIM
812
Sonora Investment Management
Arizona
$25K
MFA
813
McClarren Financial Advisors
Pennsylvania
$25K +$171 +5 +0.7%
NIC
814
Northwest Investment Counselors
Oregon
$25K +$23.9K +700 New
SCA
815
Stonebridge Capital Advisors
Minnesota
$25K +$23.9K +700 New
APA
816
American Portfolios Advisors
New York
$24K -$99.9K -2,924 -81%
FHC
817
First Horizon Corporation
Tennessee
$23K -$1.71K -50 -7%
TFO
818
Tarbox Family Office
California
$23K -$102 -3 -0.5%
AWM
819
Accel Wealth Management
Iowa
$23K
LWANC
820
Laurel Wealth Advisors (North Carolina)
North Carolina
$22K
HPC
821
HM Payson & Co
Maine
$22K +$3.48K +102 +20%
CAL
822
Capital Advisors Ltd
Ohio
$21K
DAC
823
Dividend Assets Capital
South Carolina
$21K
TWA
824
TCI Wealth Advisors
Arizona
$21K +$7.86K +230 +68%
SIC
825
Salem Investment Counselors
North Carolina
$21K +$19.2K +561 +4,007%

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.