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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
KIA
851
KLR Investment Advisors
Rhode Island
$214K -$116K -2,535 -37%
JAG
852
Journey Advisory Group
Kentucky
$214K +$198K +4,336 New
WB
853
WesBanco Bank
West Virginia
$214K -$78.9K -1,726 -29%
EFG
854
Everhart Financial Group
Ohio
$214K +$198K +4,330 New
SIM
855
Sentry Investment Management
Wisconsin
$212K -$2.33K -51 -1%
ISL
856
Ingalls & Snyder LLC
New York
$212K +$196K +4,289 New
CTC
857
Central Trust Company
Missouri
$211K +$30.6K +669 +19%
CWM
858
Cornerstone Wealth Management
Missouri
$210K +$195K +4,263 New
GAMC
859
Garner Asset Management Corp
Texas
$209K +$193K +4,225 New
CIP
860
Convergence Investment Partners
Florida
$208K -$249K -5,450 -56%
PWS
861
Precision Wealth Strategies
Missouri
$207K +$192K +4,192 New
MA
862
Montag & Associates
Georgia
$206K
MCA
863
MSH Capital Advisors
Arizona
$206K +$190K +4,167 New
SMC
864
Smith, Moore & Co
Missouri
$205K +$190K +4,158 New
SCM
865
Shelton Capital Management
Colorado
$203K +$188K +4,121 New
FFBTD
866
First Financial Bank - Trust Division
Ohio
$202K +$187K +4,089 New
PWP
867
Phillips Wealth Planners
Mississippi
$202K +$187K +4,093 New
JWCA
868
J.W. Cole Advisors
Florida
$201K +$186K +4,076 New
WPW
869
Waldron Private Wealth
Pennsylvania
$201K +$186K +4,071 New
JIR
870
James Investment Research
Ohio
$198K
TAIM
871
TD Ameritrade Investment Management
Nebraska
$195K -$57.8K -1,265 -24%
SSB
872
Sandy Spring Bank
Maryland
$190K -$139K -3,035 -44%
WT
873
Whittier Trust
California
$185K
CSPIA
874
Cary Street Partners Investment Advisory
Virginia
$174K
CC
875
Centiva Capital
New York
$173K +$136K +2,982 +576%

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.