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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
EVM
801
Evelyn V. Moreno
$259K
SOW
802
State of Wyoming
Wyoming
$259K -$184K -4,016 -43%
GKWIM
803
Gerber Kawasaki Wealth & Investment Management
California
$256K -$9.96K -218 -4%
CRC
804
Curi RMB Capital
Illinois
$256K
GCP
805
GSA Capital Partners
United Kingdom
$256K +$237K +5,177 New
CSWM
806
Cassady Schiller Wealth Management
Ohio
$255K
BTI
807
Blue Trust Inc
Georgia
$255K +$37.2K +813 +17%
LWM
808
Liberty Wealth Management
California
$255K +$236K +5,159 New
SWM
809
Seed Wealth Management
Illinois
$254K
PP
810
PDS Planning
Ohio
$254K +$235K +5,140 New
RA
811
RFG Advisory
Alabama
$254K -$36.8K -805 -14%
HH
812
Hilltop Holdings
Texas
$253K
PWMG
813
Prestige Wealth Management Group
New Jersey
$252K +$180K +3,927 +335%
RPGK
814
Retirement Planning Group (Kansas)
Kansas
$252K +$1.83K +40 +0.8%
SSWM
815
Strait & Sound Wealth Management
California
$251K
LA
816
Lane & Associates
New Jersey
$251K +$232K +5,075 New
VT
817
Vise Technologies
New York
$250K +$232K +5,066 New
WWC
818
Waypoint Wealth Counsel
Georgia
$250K +$4.25K +93 +2%
SWA
819
Strata Wealth Advisors
Texas
$247K
TC
820
TownSquare Capital
Utah
$247K -$640 -14 -0.3%
ACG
821
Allen Capital Group
Nebraska
$247K +$228K +4,995 New
DWM
822
Dakota Wealth Management
Florida
$244K +$226K +4,951 New
NL
823
NWAM LLC
Washington
$242K -$73.1K -1,600 -25%
PFPT
824
Pinnacle Financial Partners (Tennessee)
Tennessee
$242K -$4.11K -90 -2%
TPW
825
Transatlantique Private Wealth
New York
$242K +$2.74K +60 +1%

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.