We are live on ! Find out more

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
AAF
201
Andra AP-fonden
Sweden
$6.54M -$2.34M -68,500 -27%
MIM
202
MetLife Investment Management
New Jersey
$6.53M -$226K -6,622 -4%
ZAM
203
Zevin Asset Management
Massachusetts
$6.45M +$857K +25,080 +16%
RCYC
204
Richard C. Young & Co
Rhode Island
$6.42M -$8.1K -237 -0.1%
Calamos Advisors
205
Calamos Advisors
Illinois
$6.38M +$187K +5,483 +3%
VSWA
206
Vontobel Swiss Wealth Advisors
Switzerland
$6.37M +$1.27M +37,298 +27%
BAM
207
Bell Asset Management
Australia
$6.25M -$4.9M -143,496 -45%
X
208
Xponance
Pennsylvania
$6.24M -$5.71K -167 -0.1%
O
209
Ossiam
France
$6.21M -$3.26M -95,348 -36%
Zurich Cantonal Bank
210
Zurich Cantonal Bank
Switzerland
$6.17M -$1.01M -29,595 -15%
LPL Financial
211
LPL Financial
California
$6.12M +$551K +16,137 +10%
SAM
212
Storebrand Asset Management
Norway
$6.02M +$1.92M +56,257 +51%
CS
213
Candriam SCA
Luxembourg
$5.97M -$34 -1 -0%
Baird Financial Group
214
Baird Financial Group
Wisconsin
$5.95M -$691K -20,239 -11%
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$5.92M -$155K -4,526 -3%
GIBU
216
Gulf International Bank (UK)
United Kingdom
$5.81M -$635K -18,600 -10%
Bank of Nova Scotia
217
Bank of Nova Scotia
Ontario, Canada
$5.79M +$295K +8,625 +6%
GCMG
218
Gyroscope Capital Management Group
Florida
$5.69M -$9.5K -278 -0.2%
GCC
219
Game Creek Capital
Massachusetts
$5.66M -$2.66M -78,000 -33%
MCM
220
Monarch Capital Management
Indiana
$5.66M -$13K -380 -0.2%
DnB Asset Management
221
DnB Asset Management
Norway
$5.58M +$98.8K +2,892 +2%
MYIA
222
Mount Yale Investment Advisors
Colorado
$5.58M -$63K -1,843 -1%
LM
223
Lincluden Management
Ontario, Canada
$5.56M +$679K +19,861 +15%
S
224
Seeyond
France
$5.5M -$5.32M -155,592 -50%
CA
225
Continental Advisors
Utah
$5.43M +$1.91M +56,000 +59%

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.