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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
CSWM
801
Cassady Schiller Wealth Management
Ohio
$261K +$18.1K +380 +7%
NHC
802
Nicholas Hoffman & Company
Georgia
$260K -$109K -2,285 -29%
SLI
803
Sumitomo Life Insurance
Japan
$259K -$40.3K -844 -13%
CWM
804
Cornerstone Wealth Management
Missouri
$258K +$58.1K +1,218 +29%
PP
805
PDS Planning
Ohio
$257K +$15.6K +327 +6%
AWM
806
Ameliora Wealth Management
Switzerland
$257K -$228K -4,770 -47%
AWA
807
Aaron Wealth Advisors
Illinois
$256K -$1.57K -33 -0.6%
MCM
808
Manchester Capital Management
Vermont
$255K +$3K +63 +1%
HA
809
Herold Advisors
New York
$254K
FPAS
810
Focus Partners Advisor Solutions
Missouri
$251K +$254K +5,334 New
TLFA
811
True Link Financial Advisors
California
$250K
WPC
812
Wedmont Private Capital
Pennsylvania
$250K +$23.1K +484 +10%
WAM
813
Watershed Asset Management
California
$248K
AGP
814
Autumn Glory Partners
Texas
$247K +$251K +5,265 New
GFP
815
Gryphon Financial Partners
Ohio
$247K +$251K +5,262 New
EVM
816
Evelyn V. Moreno
$247K
PA
817
PFG Advisors
Arizona
$246K +$31.6K +663 +15%
SOW
818
State of Wyoming
Wyoming
$245K -$1K -21 -0.4%
IA
819
IFP Advisors
Florida
$245K -$57.7K -1,210 -19%
AS
820
AM Squared
Hong Kong
$244K +$248K +5,200 New
CRC
821
Curi RMB Capital
Illinois
$244K +$429 +9 +0.2%
RCM
822
Raleigh Capital Management
North Carolina
$244K +$227K +4,762 +1,107%
LWM
823
Liberty Wealth Management
California
$243K +$334 +7 +0.1%
FCFC
824
First Citizens Financial Corp
Iowa
$243K +$246K +5,161 New
AIC
825
Archer Investment Corporation
Indiana
$243K -$95.3K -1,997 -28%

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.