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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
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$43.3M -$1.71M -50,060 -4%
UBS Group
77
UBS Group
Switzerland
$40.9M +$2.87M +84,076 +8%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$39.6M -$2.01M -58,721 -5%
Principal Financial Group
79
Principal Financial Group
Iowa
$38.1M -$880K -25,762 -2%
Ensign Peak Advisors
80
Ensign Peak Advisors
Utah
$37.9M +$282K +8,255 +0.8%
WIC
81
Willis Investment Counsel
Georgia
$37.7M -$69.7K -2,040 -0.2%
Allianz Asset Management
82
Allianz Asset Management
Germany
$37.5M -$9.49M -277,663 -21%
AGA
83
Altrinsic Global Advisors
Connecticut
$36.5M +$5.71M +167,027 +20%
QI
84
QS Investors
New York
$36.4M +$17.5M +512,284 +103%
PMG
85
Private Management Group
California
$36M +$1.5M +43,864 +5%
N
86
Natixis
France
$35.7M -$2.96M -86,636 -8%
T
87
TOBAM
France
$34.4M -$35M -1,023,631 -52%
Canada Pension Plan Investment Board
88
Canada Pension Plan Investment Board
Ontario, Canada
$34.3M +$25.4M +744,637 +356%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$34.3M +$1.33M +38,877 +4%
HP
90
Hosking Partners
United Kingdom
$34.2M -$1.26M -36,904 -4%
AAMU
91
AEGON Asset Management (UK)
United Kingdom
$33.6M -$19M -557,283 -37%
Grantham, Mayo, Van Otterloo & Co (GMO)
92
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$33.1M +$15.7M +458,400 +99%
First Trust Advisors
93
First Trust Advisors
Illinois
$31.7M +$7.31M +213,867 +32%
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
$31.7M +$9.75M +285,527 +48%
US Bancorp
95
US Bancorp
Minnesota
$31.6M -$762K -22,313 -2%
Jacobs Levy Equity Management
96
Jacobs Levy Equity Management
New Jersey
$31.4M -$2.98M -87,099 -9%
CAI
97
Capital Advisors Inc
Oklahoma
$31.3M +$3.43M +100,407 +13%
BCM
98
Becker Capital Management
Oregon
$31M -$13.1M -382,588 -31%
Teacher Retirement System of Texas
99
Teacher Retirement System of Texas
Texas
$30.7M +$9.97M +291,775 +52%
Victory Capital Management
100
Victory Capital Management
Texas
$29.8M -$122M -3,561,514 -81%

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.