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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
CAL
926
Capital Advisors Ltd
Ohio
$65K -$3.06K -67 -5%
First Manhattan
927
First Manhattan
New York
$64.2K -$6.86K -150 -10%
SS
928
Sunbelt Securities
Texas
$63.8K +$59.5K +1,301 New
SSG
929
Summit Securities Group
New York
$63K +$9.96K +218 +21%
HS
930
Horan Securities
United States
$62.6K -$27.5K -602 -32%
BCMLT
931
Beacon Capital Management LLC (Tennessee)
Tennessee
$60.7K +$4.57K +100 +9%
PFA
932
Pathway Financial Advisers
Indiana
$59.2K +$137 +3 +0.3%
WIM
933
WealthPlan Investment Management
Nebraska
$57.4K +$53.1K +1,162 New
PP
934
PrairieView Partners
Minnesota
$57K +$2.47K +54 +5%
VWM
935
Valley Wealth Managers
New Jersey
$56.8K
OLVIG
936
Oliver Lagore Vanvalin Investment Group
Michigan
$56.5K +$46 +1 +0.1%
CAL
937
Capital Analysts LLC
Pennsylvania
$56K +$2.83K +62 +6%
HGERS
938
Householder Group Estate & Retirement Specialist
Arizona
$56K +$51.5K +1,127 New
CHC
939
City Holding Co
West Virginia
$55.4K
WFA
940
West Financial Advisors
Iowa
$54.9K
TIM
941
Tortoise Investment Management
New York
$54.7K
WAM
942
WFA Asset Management
Wisconsin
$53.3K +$274 +6 +0.6%
WTC
943
WhitTier Trust Company
Nevada
$52.9K
OCM
944
Orion Capital Management
California
$52.1K +$48.3K +1,056 New
2L
945
25 LLC
Missouri
$51K +$47.4K +1,037 New
CBT
946
CoreFirst Bank & Trust
Kansas
$50.3K
SWM
947
Sugarloaf Wealth Management
Georgia
$49.8K
CPFP
948
Clear Perspectives Financial Planning
Ohio
$47.9K
CT
949
Caldwell Trust
Florida
$47.8K -$110K -2,400 -71%
PPC
950
Park Place Capital
Alabama
$47.3K +$34.3K +750 +361%

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.