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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
Jones Financial Companies
826
Jones Financial Companies
Missouri
$21K +$20.3K +594 New
APC
827
Aspire Private Capital
North Carolina
$18K +$16.3K +478 +2,276%
TFIPS
828
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18K
GAM
829
Gemmer Asset Management
California
$17K
SWM
830
Selective Wealth Management
Virginia
$17K +$13.7K +400 +500%
SLF
831
Sun Life Financial
Ontario, Canada
$16K -$171 -5 -1%
FPS
832
Fieldpoint Private Securities
Connecticut
$16K +$2.9K +85 +24%
BWA
833
BDO Wealth Advisors
Florida
$16K +$6.83K +200 +80%
IHWM
834
Iron Horse Wealth Management
Iowa
$16K +$8.44K +247 +129%
EW
835
Evoke Wealth
California
$15K +$4.61K +135 +47%
CFO
836
CVA Family Office
Colorado
$15K +$13.8K +405 New
KFP
837
KB Financial Partners
New Jersey
$15K +$14.6K +428 New
MGIM
838
M&G Investment Management
United Kingdom
$14.1K -$518K -15,148 -4%
Nisa Investment Advisors
839
Nisa Investment Advisors
Missouri
$14K +$2.85M +83,555 +27%
1832 Asset Management
840
1832 Asset Management
Ontario, Canada
$14K -$7.75M -226,900 -100%
FMB
841
Field & Main Bank
Kentucky
$14K
TFA
842
Toth Financial Advisory
Virginia
$14K
WP
843
WealthShield Partners
North Carolina
$14K +$13.3K +390 New
CB
844
Community Bank
New York
$13K
BWM
845
Baystate Wealth Management
Massachusetts
$12K
CWM
846
Cranbrook Wealth Management
Michigan
$12K
PO
847
Private Ocean
California
$12K
SWA
848
Sutton Wealth Advisors
Florida
$11.7K +$4.51K +132 +68%
OIA
849
Optimum Investment Advisors
Illinois
$11K -$15.5K -453 -60%
FF
850
FourThought Financial
Florida
$11K -$2.56K -75 -18%

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.