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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
MA
901
MCF Advisors
Kentucky
$98.5K +$10.2K +223 +13%
BIA
902
Bell Investment Advisors
California
$97.5K +$1.23K +27 +1%
FFA
903
Farther Finance Advisors
California
$97.1K -$2.19K -48 -2%
LWANC
904
Laurel Wealth Advisors (North Carolina)
North Carolina
$95.4K +$60.1K +1,314 +213%
AA
905
Alta Advisers
United Kingdom
$93.8K
IGWM
906
ICA Group Wealth Management
Colorado
$92.8K +$9.37K +205 +12%
FWM
907
Focused Wealth Management
New York
$88.9K
FCA
908
FinTrust Capital Advisors
South Carolina
$88.6K
GM
909
GeoWealth Management
Illinois
$87K +$80K +1,749 New
CMBA
910
C.M. Bidwell & Associates
Hawaii
$81.7K
SCA
911
Stonebridge Capital Advisors
Minnesota
$81.3K -$4.57K -100 -6%
DAM
912
Delta Asset Management
Tennessee
$80.2K -$7.31K -160 -9%
GWM
913
Geneos Wealth Management
Colorado
$78.9K
Bank Julius Baer & Co
914
Bank Julius Baer & Co
Switzerland
$78K
GWS
915
Glassman Wealth Services
Virginia
$77.7K +$2.1K +46 +3%
PTC
916
Private Trust Company
Ohio
$75.9K -$5.26K -115 -7%
HFS
917
Hantz Financial Services
Michigan
$75K +$7.13K +156 +11%
RI
918
Ridgewood Investments
New Jersey
$74.3K +$68.8K +1,505 New
PCM
919
Penserra Capital Management
California
$74K +$68.3K +1,495 +3,934%
ONST
920
Old North State Trust
North Carolina
$72K
CWAF
921
Core Wealth Advisors (Florida)
Florida
$71.9K
SIS
922
Strategic Investment Solutions
Illinois
$71.3K +$66K +1,444 New
CT
923
Colonial Trust
South Carolina
$69.1K
MWM
924
Mascoma Wealth Management
New Hampshire
$68K
CFO
925
CVA Family Office
Colorado
$65.4K -$3.2K -70 -5%

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.