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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
FCFS
876
First Command Financial Services
Texas
$41K
EWA
877
EverSource Wealth Advisors
Alabama
$41K +$38.4K +914 New
AWA
878
Amplius Wealth Advisors
Pennsylvania
$38K +$35.5K +845 New
CFO
879
CVA Family Office
Colorado
$38K +$35.7K +850 New
FCB
880
First Command Bank
Texas
$36K
TCWM
881
Total Clarity Wealth Management
Illinois
$36K
FMII
882
Farmers & Merchants Investments Inc
Nebraska
$36K +$33K +785 New
APA
883
American Portfolios Advisors
New York
$35.1K +$168 +4 +0.5%
PFGIA
884
Patriot Financial Group Insurance Agency
Massachusetts
$35K -$883 -21 -3%
OIS
885
Okabena Investment Services
Minnesota
$34K +$31.6K +752 New
TWA
886
TCI Wealth Advisors
Arizona
$33K -$2.77K -66 -8%
KA
887
Kozak & Associates
Colorado
$33K +$210 +5 +0.9%
CWM
888
Cedar Wealth Management
California
$32K
NIC
889
Northwest Investment Counselors
Oregon
$32K +$29.4K +700 New
ZB
890
Zions Bancorporation
Utah
$31K +$1.09K +26 +4%
RIA
891
Richwood Investment Advisors
Ohio
$31K +$28.5K +678 New
Manulife (Manufacturers Life Insurance)
892
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30K +$640K +15,221 +2%
PCG
893
Private Capital Group
Connecticut
$30K +$84 +2 +0.3%
MFA
894
McClarren Financial Advisors
Pennsylvania
$30K +$210 +5 +0.8%
DI
895
Disciplined Investments
Oklahoma
$30K +$27.5K +655 New
TFO
896
Tarbox Family Office
California
$29K -$168 -4 -0.6%
ZIG
897
Zullo Investment Group
Pennsylvania
$29K +$26.8K +638 New
LWANC
898
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K
MA
899
MUFG Americas
New York
$28K
GIA
900
Goodwin Investment Advisory
Georgia
$27K

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.