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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
WTA
1051
Washington Trust Advisors
Massachusetts
$3.16K
CCM
1052
Copeland Capital Management
Pennsylvania
$3K
TFM
1053
TFC Financial Management
Massachusetts
$2.83K +$457 +10 +21%
CM
1054
Cornerstone Management
Georgia
$2.67K
LFA
1055
Legend Financial Advisors
Pennsylvania
$2.47K
HIA
1056
Harbor Investment Advisory
Maryland
$2.12K -$1.01K -22 -34%
RA
1057
Rise Advisors
New York
$2.04K
CP
1058
Castleview Partners
Texas
$1.83K +$1.69K +37 New
KFS
1059
Kelly Financial Services
Massachusetts
$1.73K
JGIA
1060
Jackson Grant Investment Advisers
Connecticut
$1.33K +$1.23K +27 New
LF
1061
Lee Financial
Texas
$1.19K -$274 -6 -20%
NC
1062
NewSquare Capital
Pennsylvania
$1.19K +$549 +12 +100%
HWP
1063
Highline Wealth Partners
California
$1.14K
BWM
1064
Baystate Wealth Management
Massachusetts
$1.09K -$15.4K -336 -94%
PMFA
1065
Plante Moran Financial Advisors
Michigan
$1.09K
CWA
1066
Clearview Wealth Advisors
Oregon
$1.04K +$960 +21 New
ECM
1067
Everence Capital Management
Indiana
$1.01K
BAM
1068
Baldrige Asset Management
Pennsylvania
$1K +$1.1K +24 New
NSG
1069
Nalls Sherbakoff Group
Tennessee
$884 +$823 +18 New
DWA
1070
Delos Wealth Advisors
Texas
$840
CIR
1071
Clear Investment Research
Georgia
$839 -$274 -6 -26%
DA
1072
Denali Advisors
California
$691 +$640 +14 New
WA
1073
WestEnd Advisors
North Carolina
$444 -$366 -8 Closed
FGAM
1074
Financial Gravity Asset Management
Texas
$439 +$183 +4 +9%
TWP
1075
TFO Wealth Partners
Ohio
$296 +$229 +5 +500%

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.