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910 hedge funds and large institutions have $22.7B invested in Kroger in 2021 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 315 increasing their positions, 360 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 96

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

8% more capital invested

Capital invested by funds: $21.1B → $22.7B (+$1.6B)

2% more funds holding

Funds holding: 894910 (+16)

3.78% less ownership

Funds ownership: 86.98%83.21% (-3.8%)

13% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 360

30% less call options, than puts

Call options by funds: $477M | Put options by funds: $677M

Holders
910
Holders Change
+16
Holders Change %
+1.79%
% of All Funds
15.98%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
117
Increased
315
Reduced
360
Closed
96
Calls
$477M
Puts
$677M
Net Calls
-$200M
Net Calls Change
-$6.62M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
101
New York State Common Retirement Fund
New York
$28.5M -$18.2M -533,165 -40%
OSAM
102
O'Shaughnessy Asset Management
Connecticut
$28.1M +$17.4M +508,479 +186%
Aberdeen Group
103
Aberdeen Group
United Kingdom
$27.8M +$1.01M +29,465 +4%
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27M -$267K -7,813 -1%
Asset Management One
105
Asset Management One
Japan
$26M -$688K -20,152 -3%
Man Group
106
Man Group
United Kingdom
$25.8M -$1.08M -31,511 -4%
SEI Investments
107
SEI Investments
Pennsylvania
$24.9M -$1.56M -45,656 -5%
GHA
108
GW Henssler & Associates
Georgia
$23.4M -$124K -3,643 -0.6%
Neuberger Berman Group
109
Neuberger Berman Group
New York
$22.8M -$289K -8,468 -1%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$22.8M -$2.06M -60,356 -9%
SC
111
Sasco Capital
Connecticut
$22.3M -$633K -18,520 -3%
QOP
112
Quinn Opportunity Partners
Virginia
$22.1M +$7.75M +226,940 +58%
EBSAM
113
Eubel Brady & Suttman Asset Management
Ohio
$21.9M +$10.5M +308,434 +102%
Truist Financial
114
Truist Financial
North Carolina
$20M -$3.88M -113,708 -17%
BA
115
Bridgewater Associates
Connecticut
$19.9M -$1.08M -31,534 -5%
Stifel Financial
116
Stifel Financial
Missouri
$19.6M -$503K -14,735 -3%
Nomura Asset Management
117
Nomura Asset Management
Japan
$18.8M -$1.9M -55,486 -10%
Chevy Chase Trust
118
Chevy Chase Trust
Maryland
$18.4M -$1.59M -46,423 -8%
VMPIC
119
Varma Mutual Pension Insurance Co
Finland
$18M +$17.1M +500,000 New
Treasurer of the State of North Carolina
120
Treasurer of the State of North Carolina
North Carolina
$17.9M -$637K -18,651 -4%
VOYA Investment Management
121
VOYA Investment Management
Georgia
$17.9M -$2.27M -66,545 -12%
Squarepoint
122
Squarepoint
New York
$17.7M +$8.83M +258,326 +111%
MSL
123
Mackay Shields LLC
New York
$17.2M -$3.83M -112,200 -19%
SOADOR
124
State of Alaska Department of Revenue
Alaska
$17.1M -$1.5M -43,895 -8%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.1M +$341K +9,984 +2%

KR Hedge Fund Activity: Q1 2021 in Review

910 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q1 2021, worth a combined $22.7B — up 7.6% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new KR positions and 96 closed out — a net gain of 21 holders — while 315 added to existing stakes and 360 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $599M. The largest seller was Franklin Resources, cutting an estimated $479M.

  • 910 institutional investors held Kroger (KR) as of Q1 2021, up from 894 in Q4 2020.
  • Funds reported $22.7B of Kroger stock for Q1 2021, up 7.6% quarter-over-quarter.
  • 117 funds opened new Kroger positions in Q1 2021 and 96 closed out, a net change of +21 holders.
  • The largest Kroger buyer in Q1 2021 was Berkshire Hathaway, an estimated $599M added.
  • The largest Kroger seller in Q1 2021 was Franklin Resources, an estimated $479M sold.

Based on aggregated 13F filings for Q1 2021.