We are live on ! Find out more

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
GRP
826
Global Retirement Partners
California
$240K +$59K +1,291 +36%
WPC
827
Wedmont Private Capital
Pennsylvania
$240K -$25.9K -567 -10%
LC
828
Lindbrook Capital
California
$240K +$36.9K +808 +20%
CFG
829
Citizens Financial Group
Rhode Island
$238K -$79.4K -1,737 -26%
Loomis, Sayles & Company
830
Loomis, Sayles & Company
Massachusetts
$237K -$106K -2,308 -32%
AWA
831
Acorn Wealth Advisors
Michigan
$236K +$10.3K +226 +5%
EI
832
Ellevest Inc
New York
$234K +$174K +3,804 +406%
AW
833
Atlas Wealth
Ohio
$233K
HI
834
Harbour Investments
Wisconsin
$231K +$3.79K +83 +2%
PWPS
835
Pinnacle Wealth Planning Services
Ohio
$231K +$594 +13 +0.3%
PA
836
Procyon Advisors
Connecticut
$230K +$213K +4,661 New
CBFP
837
Cedar Brook Financial Partners
Ohio
$229K -$1.78K -39 -0.8%
EARNEST Partners
838
EARNEST Partners
Georgia
$226K
OCG
839
Opus Capital Group
Ohio
$226K +$183 +4 +0.1%
PA
840
PFG Advisors
Arizona
$225K
HPC
841
HM Payson & Co
Maine
$225K
MA
842
MONECO Advisors
Connecticut
$223K +$207K +4,518 New
ACM
843
Advisors Capital Management
New Jersey
$221K +$205K +4,476 New
OIA
844
OneDigital Investment Advisors
Kansas
$220K +$203K +4,447 New
HIC
845
Holderness Investments Company
North Carolina
$219K +$203K +4,437 New
CAMG
846
CWA Asset Management Group
Florida
$217K -$35.8K -783 -15%
GC
847
Globeflex Capital
California
$217K
SIC
848
Shoker Investment Counsel
Ohio
$217K +$201K +4,387 New
ECM
849
Evergreen Capital Management
Washington
$216K +$200K +4,378 New
ACM
850
Ardent Capital Management
Ohio
$215K +$199K +4,361 New

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.