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Kroger
KR

1,128 hedge funds and large institutions have $27B invested in Kroger in 2023 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 359 increasing their positions, 458 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 72

5% more funds holding

Funds holding: 1,073 → 1,128 (+55)

1.14% more ownership

Funds ownership: 81.08% → 82.22% (+1.1%)

4% more capital invested

Capital invested by funds: $26.1B → $27B (+$926M)

4% less call options, than puts

Call options by funds: $298M | Put options by funds: $312M

22% less repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 458

46% less funds holding in top 10

Funds holding in top 10: 13 → 7 (-6)

Holders
1,128
Holders Change
+55
Holders Change %
+5.13%
% of All Funds
16.45%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.1%
New
144
Increased
359
Reduced
458
Closed
72
Calls
$298M
Puts
$312M
Net Calls
-$13.2M
Net Calls Change
+$13.4M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$448M
2
Harris Associates
Harris Associates
Illinois
+$230M
3
Invesco
Invesco
Georgia
+$99.1M
4
Millennium Management
Millennium Management
New York
+$88.1M
5
Two Sigma Investments
Two Sigma Investments
New York
+$64.1M

Top Sellers

Rank Fund Capital Flow
1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$279M
2
GC
Greenvale Capital
United Kingdom
-$116M
3
BlackRock
BlackRock
New York
-$111M
4
Goldman Sachs
Goldman Sachs
New York
-$55.4M
5
Bank of America
Bank of America
North Carolina
-$43.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
VL
1101
Vima LLC
Michigan
$2.29K +$2.22K +50 New
TFM
1102
TFC Financial Management
Massachusetts
$2.16K -$355 -8 -15%
PVH
1103
Psagot Value Holdings
Israel
$2K – – –
LIWM
1104
Long Island Wealth Management
New York
$2K +$1.82K +41 New
HIA
1105
Harbor Investment Advisory
Maryland
$1.97K – – –
DF
1106
Dunhill Financial
United Kingdom
$1.93K +$1.86K +42 New
M
1107
MOTCO
Texas
$1.92K – – –
CPG
1108
Cornerstone Planning Group
New Jersey
$1.69K – – –
WPA
1109
West Paces Advisors
Georgia
$1.69K +$1.64K +37 New
KFS
1110
Kelly Financial Services
Massachusetts
$1.6K – – –
ATC
1111
Adirondack Trust Company
New York
$1.59K – – –
BWM
1112
Baystate Wealth Management
Massachusetts
$1.5K +$444 +10 +45%
FRA
1113
Frank Rimerman Advisors
California
$1.42K +$1.38K +31 New
JGIA
1114
Jackson Grant Investment Advisers
Connecticut
$1.23K – – –
HWP
1115
Highline Wealth Partners
California
$1.05K – – –
PMFA
1116
Plante Moran Financial Advisors
Michigan
$1.01K – – –
CIR
1117
Clear Investment Research
Georgia
$967 – – –
DWA
1118
Delos Wealth Advisors
Texas
$778 – – –
SFA
1119
Semmax Financial Advisors
North Carolina
$619 +$44 +1 +8%
FGAM
1120
Financial Gravity Asset Management
Texas
$588 +$222 +5 +100%
NC
1121
NewSquare Capital
Pennsylvania
$549 -$533 -12 -50%
WA
1122
WestEnd Advisors
North Carolina
$457 – – –
EWM
1123
Evermay Wealth Management
Virginia
$366 +$355 +8 New
TWP
1124
TFO Wealth Partners
Ohio
$274 -$888 -20 -77%
SWA
1125
SOA Wealth Advisors
New York
$240 – – –
43 44
45
46 47

KR Hedge Fund Activity: Q4 2023 in Review

1,128 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q4 2023, worth a combined $27B — up 3.5% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new KR positions and 72 closed out — a net gain of 72 holders — while 359 added to existing stakes and 458 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $448M. The largest seller was Pacer Advisors, cutting an estimated $279M.

  • 1,128 institutional investors held Kroger (KR) as of Q4 2023, up from 1,073 in Q3 2023.
  • Funds reported $27B of Kroger stock for Q4 2023, up 3.5% quarter-over-quarter.
  • 144 funds opened new Kroger positions in Q4 2023 and 72 closed out, a net change of +72 holders.
  • The largest Kroger buyer in Q4 2023 was Morgan Stanley, an estimated $448M added.
  • The largest Kroger seller in Q4 2023 was Pacer Advisors, an estimated $279M sold.

Based on aggregated 13F filings for Q4 2023.