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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
OPERF
126
Oregon Public Employees Retirement Fund
Oregon
$16.7M -$258K -7,541 -2%
State of New Jersey Common Pension Fund D
127
State of New Jersey Common Pension Fund D
New Jersey
$16.7M -$1.08M -31,622 -6%
RJA
128
Raymond James & Associates
Florida
$16.4M -$8.21M -240,184 -35%
DI
129
DRH Investments
California
$16.3M +$13M +380,375 +530%
Los Angeles Capital Management
130
Los Angeles Capital Management
California
$15.9M +$5.19M +151,862 +52%
Lazard Asset Management
131
Lazard Asset Management
New York
$15.8M +$1.22M +35,748 +9%
VI
132
Vestcor Inc
New Brunswick, Canada
$15.5M +$2.61M +76,317 +22%
Caisse de Depot et Placement du Quebec (CDPQ)
133
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$15.4M +$2.92M +85,367 +25%
State of Tennessee, Department of Treasury
134
State of Tennessee, Department of Treasury
Tennessee
$15M -$20.7M -606,877 -59%
TAIM
135
Te Ahumairangi Investment Management
New Zealand
$14.9M -$4.06M -118,700 -22%
SAM
136
Shell Asset Management
Netherlands
$14.7M +$5.05M +147,791 +57%
FP
137
Foundry Partners
Minnesota
$14.4M -$6.33M -185,165 -32%
PAM
138
Panagora Asset Management
Massachusetts
$14.3M +$2.11M +61,753 +18%
CWM
139
CIBC World Markets
New York
$14.2M -$3.03M -88,819 -18%
ACI
140
AMP Capital Investors
Australia
$14M +$2.03M +59,275 +18%
Mackenzie Financial
141
Mackenzie Financial
Ontario, Canada
$13.8M +$1.68M +49,098 +15%
Toronto Dominion Bank
142
Toronto Dominion Bank
Ontario, Canada
$13.7M -$7.23M -211,597 -36%
AAM
143
Auxier Asset Management
Oregon
$13.6M -$24.8K -725 -0.2%
RJFSA
144
Raymond James Financial Services Advisors
Florida
$13M +$641K +18,763 +5%
GC
145
Guggenheim Capital
Illinois
$12.8M +$3.2M +93,731 +36%
PAMU
146
Pictet Asset Management (UK)
United Kingdom
$12.6M -$286K -8,382 -2%
KNW
147
Kesler Norman & Wride
Utah
$12.5M +$11.9M +347,829 New
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$12.4M +$5.97M +174,722 +103%
MNG
149
Manning & Napier Group
New York
$12.3M +$693K +20,270 +6%
ERSOT
150
Employees Retirement System of Texas
Texas
$12M

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.