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1,014 hedge funds and large institutions have $26.5B invested in Kroger in 2021 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 317 increasing their positions, 386 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 79

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

10% more capital invested

Capital invested by funds: $24.2B → $26.5B (+$2.3B)

7% more funds holding

Funds holding: 9441,014 (+70)

0.72% less ownership

Funds ownership: 80.89%80.17% (-0.72%)

18% less repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 386

38% less call options, than puts

Call options by funds: $335M | Put options by funds: $543M

Holders
1,014
Holders Change
+70
Holders Change %
+7.42%
% of All Funds
15.6%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.26%
New
162
Increased
317
Reduced
386
Closed
79
Calls
$335M
Puts
$543M
Net Calls
-$209M
Net Calls Change
-$55.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
826
Ritter Daniher Financial Advisory
Ohio
$105K
AAP
827
Arax Advisory Partners
Colorado
$100K +$589 +14 +0.6%
SCA
828
Snowden Capital Advisors
New York
$100K +$93.5K +2,223 New
FIA
829
FNY Investment Advisers
New York
$98K +$91.7K +2,181 New
CFD
830
Creative Financial Designs
Indiana
$91K
FPFS
831
First Personal Financial Services
North Carolina
$91K
CFA
832
Carroll Financial Associates
North Carolina
$88K -$4.25K -101 -5%
DA
833
Denali Advisors
California
$86K -$75.7K -1,800 -49%
LWCFA
834
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$86K
HS
835
Horan Securities
United States
$84K +$78.4K +1,865 New
A
836
AustralianSuper
Australia
$83.1K -$4.31M -102,413 -5%
ST
837
Smithfield Trust
Pennsylvania
$83K
BIA
838
Bell Investment Advisors
California
$82K -$589 -14 -0.8%
FWM
839
Focused Wealth Management
New York
$81K
CMBA
840
C.M. Bidwell & Associates
Hawaii
$75K -$3.36K -80 -5%
DAM
841
Delta Asset Management
Tennessee
$74K
Bank Julius Baer & Co
842
Bank Julius Baer & Co
Switzerland
$72K -$356K -8,460 -84%
MC
843
Maverick Capital
Texas
$71K +$65.6K +1,561 New
DWP
844
Destiny Wealth Partners
Florida
$69K +$5.76K +137 +10%
CLOS
845
Compagnie Lombard Odier SCmA
Switzerland
$68K
HI
846
Hudock Inc
Pennsylvania
$68K
GWS
847
Glassman Wealth Services
Virginia
$68K +$3.95K +94 +7%
CWAF
848
Core Wealth Advisors (Florida)
Florida
$66K
FCA
849
FinTrust Capital Advisors
South Carolina
$66K +$15.3K +365 +33%
ONST
850
Old North State Trust
North Carolina
$66K +$51.9K +1,235 +559%

KR Hedge Fund Activity: Q4 2021 in Review

1,014 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q4 2021, worth a combined $26.5B — up 9.5% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new KR positions and 79 closed out — a net gain of 83 holders — while 317 added to existing stakes and 386 trimmed.

The largest buyer was Vanguard Group, adding an estimated $485M. The largest seller was Citadel Advisors, cutting an estimated $125M.

  • 1,014 institutional investors held Kroger (KR) as of Q4 2021, up from 944 in Q3 2021.
  • Funds reported $26.5B of Kroger stock for Q4 2021, up 9.5% quarter-over-quarter.
  • 162 funds opened new Kroger positions in Q4 2021 and 79 closed out, a net change of +83 holders.
  • The largest Kroger buyer in Q4 2021 was Vanguard Group, an estimated $485M added.
  • The largest Kroger seller in Q4 2021 was Citadel Advisors, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2021.