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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
BlackRock
1
BlackRock
New York
$2.67B +$62.9M +1,841,672 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.64B +$43.1M +1,261,033 +2%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$1.84B +$599M +17,526,279 +52%
State Street
4
State Street
Massachusetts
$1.38B -$95.6M -2,799,192 -7%
Renaissance Technologies
5
Renaissance Technologies
New York
$618M -$255M -7,473,144 -30%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$616M -$116M -3,399,174 -17%
LSV Asset Management
7
LSV Asset Management
Illinois
$575M -$46.1M -1,348,417 -8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$472M -$6.03M -176,631 -1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$393M +$13.9M +406,343 +4%
Capital World Investors
10
Capital World Investors
California
$370M +$75.6M +2,213,061 +27%
Ameriprise
11
Ameriprise
Minnesota
$357M -$72.2M -2,112,402 -18%
Northern Trust
12
Northern Trust
Illinois
$349M -$22.5M -659,571 -6%
PPA
13
Parametric Portfolio Associates
Washington
$344M -$1.74M -50,888 -0.5%
AQR Capital Management
14
AQR Capital Management
Connecticut
$339M -$9.83M -287,795 -3%
Invesco
15
Invesco
Georgia
$317M +$4.36M +127,607 +1%
Norges Bank
16
Norges Bank
Norway
$300M +$42M +1,230,616 +17%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$286M +$2M +58,494 +0.7%
Legal & General Group
18
Legal & General Group
United Kingdom
$241M -$10.8M -316,516 -5%
JP Morgan Chase
19
JP Morgan Chase
New York
$222M -$73.6M -2,152,932 -26%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$216M -$12.2M -356,903 -6%
UBS AM
21
UBS AM
Illinois
$205M -$7.07M -206,941 -4%
Deutsche Bank
22
Deutsche Bank
Germany
$204M +$33.2M +971,757 +21%
Wells Fargo
23
Wells Fargo
California
$193M -$74.3M -2,175,189 -29%
Franklin Resources
24
Franklin Resources
California
$184M -$479M -14,007,633 -73%
Robeco Institutional Asset Management
25
Robeco Institutional Asset Management
Netherlands
$174M -$12.6M -368,481 -7%

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.