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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
SWM
826
Seed Wealth Management
Illinois
$242K
HIC
827
Holderness Investments Company
North Carolina
$241K +$33.4K +700 +16%
RPGK
828
Retirement Planning Group (Kansas)
Kansas
$239K
SSWM
829
Strait & Sound Wealth Management
California
$239K
AWA
830
Acorn Wealth Advisors
Michigan
$236K +$11.6K +243 +5%
DI
831
DFPG Investments
Utah
$236K +$240K +5,022 New
FB
832
Fulton Bank
Pennsylvania
$236K -$98.8K -2,071 -29%
FWTB
833
First Western Trust Bank
Colorado
$236K +$239K +5,015 New
HFAS
834
Hummer Financial Advisory Services
Illinois
$235K +$238K +4,996 New
GKWIM
835
Gerber Kawasaki Wealth & Investment Management
California
$234K -$10.2K -213 -4%
CA
836
Calton & Associates
Florida
$233K +$236K +4,955 New
CS
837
Comerica Securities
Michigan
$233K -$29.2K -613 -11%
CAG
838
Csenge Advisory Group
Florida
$229K -$20.5K -429 -8%
TPW
839
Transatlantique Private Wealth
New York
$228K -$1.91K -40 -0.8%
ACG
840
Allen Capital Group
Nebraska
$228K -$7.16K -150 -3%
UM
841
UniSuper Management
Australia
$226K +$229K +4,800 New
OCG
842
Opus Capital Group
Ohio
$225K +$9.35K +196 +4%
JAG
843
Journey Advisory Group
Kentucky
$225K +$21.5K +450 +10%
EFG
844
Everhart Financial Group
Ohio
$221K +$18.1K +380 +9%
LC
845
Lindbrook Capital
California
$221K -$7.35K -154 -3%
GRP
846
Global Retirement Partners
California
$221K -$9.92K -208 -4%
PWPS
847
Pinnacle Wealth Planning Services
Ohio
$220K
MIM
848
Morningstar Investment Management
Illinois
$219K +$223K +4,668 New
AW
849
Atlas Wealth
Ohio
$218K
BOSSRA
850
B.O.S.S. Retirement Advisors
Utah
$216K +$219K +4,598 New

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.