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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
MHR
876
Matthew Hamilton Rosenberg
$172K -$1.05K -23 -0.7%
TWM
877
Tradition Wealth Management
Minnesota
$169K +$156K +3,418 New
PFBT
878
Parkside Financial Bank & Trust
Missouri
$165K +$8.14K +178 +6%
JWM
879
Janiczek Wealth Management
Colorado
$157K -$9.05K -198 -6%
FHA
880
First Horizon Advisors
Tennessee
$154K +$108K +2,357 +308%
NL
881
NKCFO LLC
Illinois
$148K
AA
882
Ancora Advisors
Ohio
$145K +$91 +2 +0.1%
GITFIT
883
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$143K +$133K +2,900 New
AP
884
Arlington Partners
Alabama
$143K +$52K +1,138 +65%
UB
885
UMB Bank
Missouri
$140K -$10.5K -229 -7%
BWM
886
BerganKDV Wealth Management
Minnesota
$132K
CA
887
Crewe Advisors
Utah
$131K -$4.3K -94 -3%
AAP
888
Arax Advisory Partners
Colorado
$119K +$7.5K +164 +7%
AT
889
Avalon Trust
New Mexico
$118K +$110K +2,400 New
TWA
890
TCI Wealth Advisors
Arizona
$117K +$71.9K +1,572 +196%
APC
891
Aspire Private Capital
North Carolina
$115K +$70K +1,531 +192%
BWL
892
Bogart Wealth LLC
Virginia
$114K
MAM
893
Meeder Asset Management
Ohio
$113K
HFM
894
Harvest Fund Management
China
$111K +$103K +2,244 New
ST
895
Smithfield Trust
Pennsylvania
$109K +$19.3K +422 +24%
EWA
896
EverSource Wealth Advisors
Alabama
$109K -$960 -21 -0.9%
TCWA
897
Ten Capital Wealth Advisors
Washington
$109K
EDRH
898
Edmond de Rothschild Holding
Switzerland
$108K +$99.8K +2,183 New
CFD
899
Creative Financial Designs
Indiana
$98.7K
FPFS
900
First Personal Financial Services
North Carolina
$98.7K

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.