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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
BONH
976
Bank of New Hampshire
New Hampshire
$28.4K -$1.14K -25 -4%
KFP
977
KB Financial Partners
New Jersey
$28K +$23.1K +505 +886%
LWCFA
978
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26.5K -$33.9K -741 -58%
AWM
979
Accel Wealth Management
Iowa
$26.1K +$1.01K +22 +4%
DAC
980
Dividend Assets Capital
South Carolina
$26K
GEA
981
Glen Eagle Advisors
New Jersey
$25K +$5.76K +126 +33%
FP
982
Financial Perspectives
Minnesota
$24.7K
WWP
983
WR Wealth Planners
Missouri
$24.7K +$22.9K +500 New
TFP
984
Tilia Fiduciary Partners
North Carolina
$24.4K
C
985
Covestor
United Kingdom
$24K +$3.2K +70 +17%
AI
986
AXS Investments
New York
$21.9K -$120K -2,617 -85%
RCM
987
Raleigh Capital Management
North Carolina
$21.2K +$7.63K +167 +63%
NFSG
988
Newbridge Financial Services Group
Florida
$21.1K +$2.24K +49 +13%
TH
989
TCTC Holdings
Texas
$21K +$19.4K +425 New
BFPW
990
BOK Financial Private Wealth
Colorado
$20.6K
RFG
991
RFP Financial Group
Georgia
$19.9K -$13.7K -300 -43%
MCM
992
MV Capital Management
Maryland
$19.8K -$1.74K -38 -9%
1832 Asset Management
993
1832 Asset Management
Ontario, Canada
$19.7K
FMB
994
Field & Main Bank
Kentucky
$19.7K
TAM
995
Tucker Asset Management
Colorado
$18.6K +$2.83K +62 +20%
Fuller & Thaler Asset Management
996
Fuller & Thaler Asset Management
California
$18K
WP
997
WealthPLAN Partners
Nebraska
$18K +$16.7K +365 New
IHWM
998
Iron Horse Wealth Management
Iowa
$17.2K -$9.14K -200 -36%
PO
999
Private Ocean
California
$16.8K
NF
1000
Norwood Financial
Pennsylvania
$16.5K

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.