Kroger
1,128 hedge funds and large institutions have $27B invested in Kroger in 2023 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 359 increasing their positions, 458 reducing their positions, and 72 closing their positions.
100% more first-time investments, than exits
New positions opened: 144 | Existing positions closed: 72
5% more funds holding
Funds holding: 1,073 → 1,128 (+55)
1.14% more ownership
Funds ownership: 81.08% → 82.22% (+1.1%)
4% more capital invested
Capital invested by funds: $26.1B → $27B (+$926M)
4% less call options, than puts
Call options by funds: $298M | Put options by funds: $312M
22% less repeat investments, than reductions
Existing positions increased: 359 | Existing positions reduced: 458
46% less funds holding in top 10
Funds holding in top 10: 13 → 7 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$448M |
| 2 |
Harris Associates
Chicago,
Illinois
|
+$230M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$99.1M |
| 4 |
Millennium Management
New York
|
+$88.1M |
| 5 |
Two Sigma Investments
New York
|
+$64.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$279M |
| 2 |
GC
Greenvale Capital
London,
United Kingdom
|
-$116M |
| 3 |
BlackRock
New York
|
-$111M |
| 4 |
Goldman Sachs
New York
|
-$55.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$43.1M |
KR Hedge Fund Activity: Q4 2023 in Review
1,128 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q4 2023, worth a combined $27B — up 3.5% from $26.1B a quarter earlier.
Buyers outnumbered sellers: 144 funds opened new KR positions and 72 closed out — a net gain of 72 holders — while 359 added to existing stakes and 458 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $448M. The largest seller was Pacer Advisors, cutting an estimated $279M.
- 1,128 institutional investors held Kroger (KR) as of Q4 2023, up from 1,073 in Q3 2023.
- Funds reported $27B of Kroger stock for Q4 2023, up 3.5% quarter-over-quarter.
- 144 funds opened new Kroger positions in Q4 2023 and 72 closed out, a net change of +72 holders.
- The largest Kroger buyer in Q4 2023 was Morgan Stanley, an estimated $448M added.
- The largest Kroger seller in Q4 2023 was Pacer Advisors, an estimated $279M sold.
Based on aggregated 13F filings for Q4 2023.