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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
WPW
1151
Waldron Private Wealth
Pennsylvania
-$201K -4,071 Closed
JIR
1152
James Investment Research
Ohio
-$198K -4,005 Closed
NL
1153
NKCFO LLC
Illinois
-$148K -3,000 Closed
TWA
1154
TCI Wealth Advisors
Arizona
-$117K -2,375 Closed
TCWA
1155
Ten Capital Wealth Advisors
Washington
-$109K -2,200 Closed
CMBA
1156
C.M. Bidwell & Associates
Hawaii
-$81.7K -1,655 Closed
ONST
1157
Old North State Trust
North Carolina
-$72K -1,456 Closed
OCM
1158
Orion Capital Management
California
-$52.1K -1,056 Closed
PPWM
1159
PFG Private Wealth Management
Florida
-$37.5K -759 Closed
CCP
1160
Carmel Capital Partners
California
-$29.6K -600 Closed
AWM
1161
Accel Wealth Management
Iowa
-$26.1K -529 Closed
TH
1162
TCTC Holdings
Texas
-$21K -425 Closed
SC
1163
Schubert & Co
Texas
-$15.2K -308 Closed
CSPAM
1164
Cary Street Partners Asset Management
Virginia
-$12.3K -250 Closed
TCOV
1165
Trust Company of Vermont
Vermont
-$9.58K -194 Closed
SC
1166
SouthState Corp
Florida
-$7.5K -152 Closed
YAL
1167
Your Advocates Ltd
Texas
-$4.94K -100 Closed
OIS
1168
Okabena Investment Services
Minnesota
-$3.85K -78 Closed
SSC
1169
Syverson Strege & Co
Iowa
-$3.6K -73 Closed
Capstone Investment Advisors
1170
Capstone Investment Advisors
New York
-$3.1K -65 Closed
WTA
1171
Washington Trust Advisors
Massachusetts
-$3.16K -64 Closed
CM
1172
Cornerstone Management
Georgia
-$2.67K -54 Closed
LFA
1173
Legend Financial Advisors
Pennsylvania
-$2.47K -50 Closed
RA
1174
Rise Advisors
New York
-$2.04K -41 Closed
NSG
1175
Nalls Sherbakoff Group
Tennessee
-$884 -18 Closed

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.