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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
CWAF
926
Core Wealth Advisors (Florida)
Florida
$68.4K
MWM
927
Mascoma Wealth Management
New Hampshire
$68.3K
GWMIA
928
Global Wealth Management Investment Advisory
Florida
$67.3K +$68.3K +1,432 New
CT
929
Colonial Trust
South Carolina
$65.8K
WIM
930
WealthPlan Investment Management
Nebraska
$64.7K +$10.3K +215 +19%
RTC
931
Riverview Trust Company
Washington
$63.7K +$20.3K +425 +46%
SIC
932
Salem Investment Counselors
North Carolina
$63.4K +$21.2K +444 +49%
BHWM
933
Bay Harbor Wealth Management
Maryland
$63.4K +$64.3K +1,348 New
CFO
934
CVA Family Office
Colorado
$62.3K
CAL
935
Capital Advisors Ltd
Ohio
$62K +$668 +14 +1%
SS
936
Sunbelt Securities
Texas
$61.2K +$48 +1 +0.1%
CFS
937
CGC Financial Services
Oregon
$60.8K +$61.7K +1,294 New
HS
938
Horan Securities
United States
$59.7K +$143 +3 +0.2%
BCMLT
939
Beacon Capital Management LLC (Tennessee)
Tennessee
$57.8K
CAL
940
Capital Analysts LLC
Pennsylvania
$54K +$95 +2 +0.2%
FCB
941
First Command Bank
Texas
$53.6K +$11.4K +239 +26%
FCFS
942
First Command Financial Services
Texas
$53.6K +$11.4K +239 +26%
CHC
943
City Holding Co
West Virginia
$52.8K
WFA
944
West Financial Advisors
Iowa
$52.3K
TIM
945
Tortoise Investment Management
New York
$52.1K
PP
946
PrairieView Partners
Minnesota
$52K -$2.58K -54 -5%
CFGS
947
Concourse Financial Group Securities
Alabama
$50.5K +$12.4K +260 +32%
WTC
948
WhitTier Trust Company
Nevada
$50.4K
2L
949
25 LLC
Missouri
$50K +$1.29K +27 +3%
WPWM
950
Western Pacific Wealth Management
Illinois
$49.3K +$50K +1,049 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.