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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
DWM
851
Dakota Wealth Management
Florida
$216K -$17.2K -361 -7%
EARNEST Partners
852
EARNEST Partners
Georgia
$215K
HPC
853
HM Payson & Co
Maine
$214K
MA
854
MONECO Advisors
Connecticut
$213K +$191 +4 +0.1%
HI
855
Harbour Investments
Wisconsin
$212K -$7.63K -160 -3%
ILI
856
Invesco LLC (Illinois)
Illinois
$212K +$215K +4,517 New
VT
857
Vise Technologies
New York
$212K -$26.9K -563 -11%
WSC
858
Wellington Shields & Co
New York
$211K +$215K +4,497 New
RMCM
859
Reynders McVeigh Capital Management
Massachusetts
$209K +$212K +4,437 New
AWA
860
AmeriServ Wealth Advisors
Pennsylvania
$208K -$217K -4,550 -51%
Luther King Capital Management (LKCM)
861
Luther King Capital Management (LKCM)
Texas
$208K +$211K +4,425 New
FOA
862
Five Oceans Advisors
California
$207K +$210K +4,412 New
SIC
863
Shoker Investment Counsel
Ohio
$207K +$382 +8 +0.2%
GC
864
Globeflex Capital
California
$206K
ACM
865
Ardent Capital Management
Ohio
$205K -$191 -4 -0.1%
CBFP
866
Cedar Brook Financial Partners
Ohio
$204K -$13.5K -284 -6%
WB
867
WesBanco Bank
West Virginia
$204K
ISL
868
Ingalls & Snyder LLC
New York
$202K
SIM
869
Sentry Investment Management
Wisconsin
$202K
BWM
870
Birchcreek Wealth Management
Ohio
$201K +$204K +4,273 New
BPC
871
Banque Pictet & Cie
Switzerland
$201K -$1.54M -32,210 -88%
PCM
872
Penserra Capital Management
California
$198K +$129K +2,705 +176%
MA
873
Montag & Associates
Georgia
$196K
VSQM
874
V-Square Quantitative Management
Illinois
$192K -$80.9K -1,696 -29%
CAM
875
Close Asset Management
United Kingdom
$188K +$191K +4,000 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.