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1,182 hedge funds and large institutions have $33.2B invested in Kroger in 2024 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 416 increasing their positions, 452 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more funds holding in top 10

Funds holding in top 10: 715 (+8)

85% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 82

23% more capital invested

Capital invested by funds: $27B → $33.2B (+$6.12B)

20% more call options, than puts

Call options by funds: $500M | Put options by funds: $417M

5% more funds holding

Funds holding: 1,1281,182 (+54)

8% less repeat investments, than reductions

Existing positions increased: 416 | Existing positions reduced: 452

1.51% less ownership

Funds ownership: 82.22%80.71% (-1.5%)

Holders
1,182
Holders Change
+54
Holders Change %
+4.79%
% of All Funds
17.03%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.22%
New
152
Increased
416
Reduced
452
Closed
82
Calls
$500M
Puts
$417M
Net Calls
+$83.3M
Net Calls Change
+$96.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1026
West Financial Advisors
Iowa
$63.5K
TIM
1027
Tortoise Investment Management
New York
$63.3K
CAL
1028
Capital Analysts LLC
Pennsylvania
$62K +$98 +2 +0.2%
WTC
1029
WhitTier Trust Company
Nevada
$61.2K
CFGS
1030
Concourse Financial Group Securities
Alabama
$61.1K -$2.22K -45 -4%
FMB
1031
Field & Main Bank
Kentucky
$60.7K +$4.33K +88 +9%
OCM
1032
Orion Capital Management
California
$60.3K
SOW
1033
State of Wyoming
Wyoming
$60K -$259K -5,250 -83%
WWP
1034
WR Wealth Planners
Missouri
$59.3K +$51.1K +1,038 New
Fuller & Thaler Asset Management
1035
Fuller & Thaler Asset Management
California
$57.7K +$49.7K +1,010 New
KFI
1036
Key Financial Inc
Pennsylvania
$57.6K
MA
1037
MCF Advisors
Kentucky
$57.5K -$24.6K -500 -33%
RTC
1038
Riverview Trust Company
Washington
$53.2K +$45.9K +931 New
CIA
1039
Cape Investment Advisory
Georgia
$51.9K +$394 +8 +0.9%
W
1040
WealthCollab
Washington
$51.7K +$37K +751 +488%
FCAS
1041
First Command Advisory Services
Texas
$51.5K
ME
1042
McIlrath & Eck
Washington
$51.4K
CTWM
1043
Cherry Tree Wealth Management
Minnesota
$47K
SIC
1044
Salem Investment Counselors
North Carolina
$46.3K
EBA
1045
Eagle Bay Advisors
New York
$45.7K
CT
1046
Caldwell Trust
Florida
$45.7K
CWP
1047
Concord Wealth Partners
Virginia
$45.7K +$98 +2 +0.3%
Bank Julius Baer & Co
1048
Bank Julius Baer & Co
Switzerland
$45.1K
WAM
1049
Wolverine Asset Management
Illinois
$44.1K
TC
1050
Tacita Capital
Ontario, Canada
$42.8K

KR Hedge Fund Activity: Q1 2024 in Review

1,182 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q1 2024, worth a combined $33.2B — up 23% from $27B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new KR positions and 82 closed out — a net gain of 70 holders — while 416 added to existing stakes and 452 trimmed.

The largest buyer was Maj Invest Holding A/S, opening a new position worth an estimated $160M. The largest seller was Morgan Stanley, cutting an estimated $445M.

  • 1,182 institutional investors held Kroger (KR) as of Q1 2024, up from 1,128 in Q4 2023.
  • Funds reported $33.2B of Kroger stock for Q1 2024, up 23% quarter-over-quarter.
  • 152 funds opened new Kroger positions in Q1 2024 and 82 closed out, a net change of +70 holders.
  • The largest Kroger buyer in Q1 2024 was Maj Invest Holding A/S, an estimated $160M added.
  • The largest Kroger seller in Q1 2024 was Morgan Stanley, an estimated $445M sold.

Based on aggregated 13F filings for Q1 2024.