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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
NIC
1051
Northwest Investment Counselors
Oregon
$40K +$34.5K +700 New
PWMG
1052
Prestige Wealth Management Group
New Jersey
$39.6K -$12K -243 -26%
OLVIG
1053
Oliver Lagore Vanvalin Investment Group
Michigan
$38.4K +$295 +6 +0.9%
HBW
1054
Hazlett, Burt & Watson
West Virginia
$37K
MFA
1055
McClarren Financial Advisors
Pennsylvania
$37K +$197 +4 +0.6%
LWCFA
1056
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36.6K +$5.22K +106 +20%
ZB
1057
Zions Bancorporation
Utah
$36.3K -$1.58K -32 -5%
JWA
1058
JFS Wealth Advisors
Pennsylvania
$34.3K -$1.28K -26 -4%
CAM
1059
Close Asset Management
United Kingdom
$34K -$197K -4,000 -87%
C
1060
Covestor
United Kingdom
$34K -$49 -1 -0.2%
RWA
1061
Redmont Wealth Advisors
Illinois
$33.8K +$29.2K +592 New
CAM
1062
Creekmur Asset Management
Illinois
$32.8K +$49 +1 +0.2%
ADL
1063
Asset Dedication LLC
California
$32K
DWS
1064
Dynamic Wealth Strategies
California
$32K
CA
1065
Continuum Advisory
Idaho
$31.6K +$28.3K +574 New
GWSG
1066
GPS Wealth Strategies Group
Colorado
$31.3K +$98 +2 +0.4%
WAM
1067
WFA Asset Management
Wisconsin
$31.1K +$197 +4 +0.7%
PWA
1068
Provenance Wealth Advisors
Florida
$29.1K
SWM
1069
Sugarloaf Wealth Management
Georgia
$29.1K
FP
1070
Financial Perspectives
Minnesota
$28.6K
PA
1071
PSI Advisors
Florida
$28.6K
TFIPS
1072
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28.6K
PAM
1073
Palisade Asset Management
Minnesota
$28.6K +$24.6K +500 New
HCP
1074
Hexagon Capital Partners
Arkansas
$28.3K +$12.3K +250 +102%
CP
1075
Castleview Partners
Texas
$27.6K -$98 -2 -0.4%

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.