We are live on ! Find out more

1,082 hedge funds and large institutions have $26.9B invested in Kroger in 2023 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 408 increasing their positions, 409 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $319M | Put options by funds: $253M

14% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 94

0.9% more ownership

Funds ownership: 78.92%79.82% (+0.9%)

1% more funds holding

Funds holding: 1,0761,082 (+6)

0% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 409

3% less capital invested

Capital invested by funds: $27.9B → $26.9B (-$970M)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

Holders
1,082
Holders Change
+6
Holders Change %
+0.56%
% of All Funds
16.99%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
107
Increased
408
Reduced
409
Closed
94
Calls
$319M
Puts
$253M
Net Calls
+$66M
Net Calls Change
+$99.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
1051
West Branch Capital
Massachusetts
$5.22K
PP
1052
PFS Partners
New Jersey
$4.97K +$48 +1 +1%
CFFP
1053
Center for Financial Planning
Michigan
$4.7K
CHA
1054
Carmichael Hill & Associates
Maryland
$4.7K +$4.77K +100 New
AWM
1055
AllSquare Wealth Management
New York
$4.6K
CWM
1056
CarsonAllaria Wealth Management
Illinois
$3.73K +$48 +1 +1%
CCA
1057
Column Capital Advisors
Indiana
$3.67K
HWA
1058
HHM Wealth Advisors
Tennessee
$3.62K
CWC
1059
Carolinas Wealth Consulting
North Carolina
$3.52K -$572 -12 -14%
ECM
1060
Estabrook Capital Management
New York
$3.38K
CCM
1061
Copeland Capital Management
Pennsylvania
$3.24K
TFM
1062
TFC Financial Management
Massachusetts
$2.64K -$48 -1 -2%
CWA
1063
Clearview Wealth Advisors
Oregon
$2.4K +$1.43K +30 +143%
IBOK
1064
Independence Bank of Kentucky
Kentucky
$2.4K +$2.43K +51 New
HIA
1065
Harbor Investment Advisory
Maryland
$2.02K
M
1066
MOTCO
Texas
$1.97K +$2K +42 New
CP
1067
Castleview Partners
Texas
$1.69K -$48 -1 -3%
KFS
1068
Kelly Financial Services
Massachusetts
$1.65K
JGIA
1069
Jackson Grant Investment Advisers
Connecticut
$1.27K
LF
1070
Lee Financial
Texas
$1.13K
NC
1071
NewSquare Capital
Pennsylvania
$1.13K
HWP
1072
Highline Wealth Partners
California
$1.08K
CIR
1073
Clear Investment Research
Georgia
$1.08K +$286 +6 +35%
BWM
1074
Baystate Wealth Management
Massachusetts
$1.05K
PMFA
1075
Plante Moran Financial Advisors
Michigan
$1.03K

KR Hedge Fund Activity: Q2 2023 in Review

1,082 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q2 2023, worth a combined $26.9B — down 3.5% from $27.9B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new KR positions and 94 closed out — a net gain of 13 holders — while 408 added to existing stakes and 409 trimmed.

The largest buyer was Sanders Capital, adding an estimated $456M. The largest seller was BlackRock, cutting an estimated $179M.

  • 1,082 institutional investors held Kroger (KR) as of Q2 2023, up from 1,076 in Q1 2023.
  • Funds reported $26.9B of Kroger stock for Q2 2023, down 3.5% quarter-over-quarter.
  • 107 funds opened new Kroger positions in Q2 2023 and 94 closed out, a net change of +13 holders.
  • The largest Kroger buyer in Q2 2023 was Sanders Capital, an estimated $456M added.
  • The largest Kroger seller in Q2 2023 was BlackRock, an estimated $179M sold.

Based on aggregated 13F filings for Q2 2023.