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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
TPWA
976
TRUE Private Wealth Advisors
Oregon
-$116K -3,678 Closed
BWM
977
Birchcreek Wealth Management
Ohio
-$115K -3,650 Closed
USGIU
978
U.S. Global Investors (USGI)
Texas
-$111K -3,500 Closed
PWPS
979
Pinnacle Wealth Planning Services
Ohio
-$87K -2,760 Closed
LWCFA
980
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$57K -1,810 Closed
CAAS
981
Capital Asset Advisory Services
Michigan
-$57K -1,803 Closed
FWM
982
Focused Wealth Management
New York
-$57K -1,800 Closed
SIAG
983
Signet Investment Advisory Group
Rhode Island
-$48K -1,500 Closed
RCA
984
Ranch Capital Advisors
Florida
-$38K -1,200 Closed
MCM
985
McMillion Capital Management
North Carolina
-$29K -910 Closed
D
986
Diversified
Delaware
-$26K -760 Closed
CCA
987
Childress Capital Advisors
Texas
-$24K -750 Closed
CTB
988
Country Trust Bank
Illinois
-$19K -603 Closed
RWA
989
Ropes Wealth Advisors
Massachusetts
-$19K -600 Closed
FCH
990
Freestone Capital Holdings
Washington
-$13.6K -428 Closed
WIM
991
Wilen Investment Management
Florida
-$12K -400 Closed
SIAG
992
Safeguard Investment Advisory Group
California
-$10K -345 Closed
HIM
993
Hillsdale Investment Management
Ontario, Canada
-$8K -260 Closed
1IA
994
1834 Investment Advisors
Wisconsin
-$7K -235 Closed
AWG
995
Altus Wealth Group
Colorado
-$6K -200 Closed
AW
996
Avion Wealth
Texas
-$6K -200 Closed
MSFP
997
Mark Sheptoff Financial Planning
Connecticut
-$6K -200 Closed
M
998
MOTCO
Texas
-$4K -139 Closed
APWM
999
Atlas Private Wealth Management
New York
-$3K -100 Closed
ADL
1000
Asset Dedication LLC
California
-$3K -95 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.