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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
HSBC Holdings
76
HSBC Holdings
United Kingdom
$51.1M -$11M -240,627 -19%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$50.4M -$32.8M -718,248 -41%
Korea Investment Corp
78
Korea Investment Corp
South Korea
$47.9M +$2.59M +56,591 +6%
RJA
79
Raymond James & Associates
Florida
$47.5M +$4.16M +91,016 +10%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$47.1M -$4.66M -101,884 -10%
AssetMark Inc
81
AssetMark Inc
California
$46.7M -$274K -5,999 -0.6%
UBS Group
82
UBS Group
Switzerland
$46.5M -$13.1M -287,501 -23%
Victory Capital Management
83
Victory Capital Management
Texas
$45.8M +$18.3M +400,943 +76%
Principal Financial Group
84
Principal Financial Group
Iowa
$45.3M +$803K +17,567 +2%
Aviva
85
Aviva
United Kingdom
$45.3M +$5.01M +109,499 +14%
BHIA
86
Birch Hill Investment Advisors
Massachusetts
$44.9M +$5.76M +126,056 +16%
Franklin Resources
87
Franklin Resources
California
$44.6M -$12.5M -273,161 -23%
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$43.8M +$1.2M +26,240 +3%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$43.5M +$68.6K +1,500 +0.2%
US Bancorp
90
US Bancorp
Minnesota
$43M +$1.24M +27,139 +3%
MAM
91
Martingale Asset Management
Massachusetts
$41.9M -$1.24M -27,115 -3%
Axa
92
Axa
France
$40.9M +$592K +12,950 +2%
New York State Common Retirement Fund
93
New York State Common Retirement Fund
New York
$40.6M +$3.03M +66,379 +9%
New York State Teachers Retirement System (NYSTRS)
94
New York State Teachers Retirement System (NYSTRS)
New York
$40.6M -$1.13M -24,681 -3%
WCM
95
Wedge Capital Management
North Carolina
$39.3M -$1.99M -43,533 -5%
Aberdeen Group
96
Aberdeen Group
United Kingdom
$38.6M -$2.18M -47,688 -6%
PI
97
PineBridge Investments
New York
$36.4M +$6.79M +148,479 +25%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$36.1M +$53.2M +1,163,435 +196%
CAI
99
Capital Advisors Inc
Oklahoma
$36.1M +$1.43M +31,194 +4%
Adage Capital Partners
100
Adage Capital Partners
Massachusetts
$35.7M -$5.19M -113,489 -14%

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.