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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
BONH
1101
Bank of New Hampshire
New Hampshire
$17.1K -$13.5K -275 -48%
AEPWM
1102
Atlantic Edge Private Wealth Management
Florida
$17.1K
GGI
1103
Godsey & Gibb Inc
Virginia
$17.1K
HWA
1104
HHM Wealth Advisors
Tennessee
$15.8K
CJL
1105
Cyrus J. Lawrence
New York
$15K +$13.5K +275 New
OPTFSNA
1106
Old Point Trust & Financial Services N A
Virginia
$14.5K +$5.12K +104 +69%
FFA
1107
Frazier Financial Advisors
Ohio
$14.5K +$8.13K +165 +188%
EL
1108
EMFO LLC
Florida
$14.3K
BL
1109
BFSG LLC
California
$13.8K +$8.03K +163 +209%
NF
1110
Norwood Financial
Pennsylvania
$13.4K -$2.46K -50 -18%
GKIM
1111
GW&K Investment Management
Massachusetts
$13K +$2.02K +41 +22%
NFSG
1112
Newbridge Financial Services Group
Florida
$12.8K +$98 +2 +0.9%
RS
1113
Rakuten Securities
Japan
$12.6K +$3.35K +68 +45%
BMC
1114
Bear Mountain Capital
Washington
$12.4K
MFT
1115
Moisand Fitzgerald Tamayo
Florida
$11.8K
GWMI
1116
Guardian Wealth Management (Illinois)
Illinois
$11.7K +$49 +1 +0.5%
DI
1117
DAGCO Inc
Ohio
$11.4K -$17.7K -359 -64%
FMII
1118
Farmers & Merchants Investments Inc
Nebraska
$11.4K
GCM
1119
Gables Capital Management
Florida
$11.4K
PCFFS
1120
Pacific Center for Financial Services
California
$11.4K
OIA
1121
Optimum Investment Advisors
Illinois
$11.4K +$9.85K +200 New
WIA
1122
Wetzel Investment Advisors
Indiana
$11K
TFGT
1123
TS Financial Group (TSFG)
Illinois
$11K -$1.58K -32 -14%
HGERS
1124
Householder Group Estate & Retirement Specialist
Arizona
$9.55K +$49 +1 +0.6%
GJWM
1125
Gilliland Jeter Wealth Management
Arkansas
$8.57K +$7.39K +150 New

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.