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910 hedge funds and large institutions have $22.7B invested in Kroger in 2021 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 315 increasing their positions, 360 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 96

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

8% more capital invested

Capital invested by funds: $21.1B → $22.7B (+$1.6B)

2% more funds holding

Funds holding: 894910 (+16)

3.78% less ownership

Funds ownership: 86.98%83.21% (-3.8%)

13% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 360

30% less call options, than puts

Call options by funds: $477M | Put options by funds: $677M

Holders
910
Holders Change
+16
Holders Change %
+1.79%
% of All Funds
15.98%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
117
Increased
315
Reduced
360
Closed
96
Calls
$477M
Puts
$677M
Net Calls
-$200M
Net Calls Change
-$6.62M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
951
Simplicity Solutions
Minnesota
-$504K -15,880 Closed
FI
952
FormulaFolio Investments
Michigan
-$490K -15,429 Closed
RBA
953
Richard Bernstein Advisors
New York
-$487K -15,329 Closed
MIH
954
Meitav Investment House
Israel
-$402K -12,706 Closed
CA
955
Capitolis Advisors
New York
-$389K -12,233 Closed
FAM
956
Fred Alger Management
New York
-$377K -11,878 Closed
NERM
957
New England Research & Management
Illinois
-$372K -11,725 Closed
LG
958
Leuthold Group
Minnesota
-$338K -10,646 Closed
HT
959
HighTower Trust
Texas
-$337K -10,612 Closed
BAM
960
Blueshift Asset Management
New Jersey
-$326K -10,267 Closed
NIM
961
NuWave Investment Management
New Jersey
-$314K -9,895 Closed
MC
962
Moors & Cabot
Massachusetts
-$313K -9,825 Closed
FAIM
963
Financial Advocates Investment Management
Washington
-$309K -9,735 Closed
BIA
964
Bigelow Investment Advisors
Maine
-$303K -9,534 Closed
PG
965
Pendal Group
Australia
-$281K -8,860 Closed
HH
966
Hilltop Holdings
Texas
-$274K -8,606 Closed
FTDI
967
First Trust Direct Indexing
Massachusetts
-$273K -8,596 Closed
WP
968
WealthPLAN Partners
Nebraska
-$286K -8,550 Closed
CIM
969
Contravisory Investment Management
Massachusetts
-$250K -7,868 Closed
GIM
970
Goelzer Investment Management
Indiana
-$250K -7,861 Closed
SGI
971
Summit Global Investments
Utah
-$243K -7,658 Closed
MWM
972
Meridian Wealth Management
Kentucky
-$218K -6,872 Closed
FHB
973
First Hawaiian Bank
Hawaii
-$217K -6,817 Closed
RA
974
RFG Advisory
Alabama
-$201K -6,361 Closed
BCV
975
Banque Cantonale Vaudoise
Switzerland
-$153K -4,814 Closed

KR Hedge Fund Activity: Q1 2021 in Review

910 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q1 2021, worth a combined $22.7B — up 7.6% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new KR positions and 96 closed out — a net gain of 21 holders — while 315 added to existing stakes and 360 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $599M. The largest seller was Franklin Resources, cutting an estimated $479M.

  • 910 institutional investors held Kroger (KR) as of Q1 2021, up from 894 in Q4 2020.
  • Funds reported $22.7B of Kroger stock for Q1 2021, up 7.6% quarter-over-quarter.
  • 117 funds opened new Kroger positions in Q1 2021 and 96 closed out, a net change of +21 holders.
  • The largest Kroger buyer in Q1 2021 was Berkshire Hathaway, an estimated $599M added.
  • The largest Kroger seller in Q1 2021 was Franklin Resources, an estimated $479M sold.

Based on aggregated 13F filings for Q1 2021.