We are live on ! Find out more

1,076 hedge funds and large institutions have $27.9B invested in Kroger in 2023 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 434 increasing their positions, 342 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

56% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 89

27% more repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 342

14% more capital invested

Capital invested by funds: $24.6B → $27.9B (+$3.32B)

3% more funds holding

Funds holding: 1,0431,076 (+33)

0.28% more ownership

Funds ownership: 78.64%78.92% (+0.28%)

9% less call options, than puts

Call options by funds: $320M | Put options by funds: $353M

Holders
1,076
Holders Change
+33
Holders Change %
+3.16%
% of All Funds
17.15%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.3%
New
139
Increased
434
Reduced
342
Closed
89
Calls
$320M
Puts
$353M
Net Calls
-$33.2M
Net Calls Change
-$41.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.08B +$12.2M +266,687 +0.3%
BlackRock
2
BlackRock
New York
$3.13B -$118M -2,574,858 -4%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$2.47B
State Street
4
State Street
Massachusetts
$1.66B -$33.5M -731,941 -2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$672M +$14.7M +322,040 +2%
Sanders Capital
6
Sanders Capital
Florida
$622M +$576M +12,608,464 New
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$579M +$7.31M +159,952 +1%
Capital World Investors
8
Capital World Investors
California
$524M -$45.8K -1,001 -0%
LSV Asset Management
9
LSV Asset Management
Illinois
$503M -$9.65M -211,200 -2%
Renaissance Technologies
10
Renaissance Technologies
New York
$495M -$46.2M -1,011,400 -9%
Morgan Stanley
11
Morgan Stanley
New York
$456M -$31.2M -682,129 -7%
Northern Trust
12
Northern Trust
Illinois
$376M -$5.75M -125,695 -2%
Ameriprise
13
Ameriprise
Minnesota
$301M -$14.1M -309,253 -5%
Legal & General Group
14
Legal & General Group
United Kingdom
$261M -$6.44M -140,853 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$261M -$7.17M -156,776 -3%
Invesco
16
Invesco
Georgia
$258M -$16.2M -354,969 -6%
AQR Capital Management
17
AQR Capital Management
Connecticut
$253M +$3.09M +67,529 +1%
Bank of America
18
Bank of America
North Carolina
$252M +$68.8M +1,505,188 +42%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$235M -$6.96M -152,242 -3%
UBS AM
20
UBS AM
Illinois
$226M -$11M -239,721 -5%
Charles Schwab
21
Charles Schwab
California
$218M +$1.3M +28,406 +0.6%
Harris Associates
22
Harris Associates
Illinois
$213M +$198M +4,320,851 New
Boston Partners
23
Boston Partners
Massachusetts
$212M +$193M +4,228,468 +5,992%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$203M -$13.3M -290,364 -7%
Deutsche Bank
25
Deutsche Bank
Germany
$200M +$24.1M +527,538 +15%

KR Hedge Fund Activity: Q1 2023 in Review

1,076 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q1 2023, worth a combined $27.9B — up 14% from $24.6B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new KR positions and 89 closed out — a net gain of 50 holders — while 434 added to existing stakes and 342 trimmed.

The largest buyer was Sanders Capital, opening a new position worth an estimated $576M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $236M sold.

  • 1,076 institutional investors held Kroger (KR) as of Q1 2023, up from 1,043 in Q4 2022.
  • Funds reported $27.9B of Kroger stock for Q1 2023, up 14% quarter-over-quarter.
  • 139 funds opened new Kroger positions in Q1 2023 and 89 closed out, a net change of +50 holders.
  • The largest Kroger buyer in Q1 2023 was Sanders Capital, an estimated $576M added.
  • The largest Kroger seller in Q1 2023 was Arrowstreet Capital, an estimated $236M sold.

Based on aggregated 13F filings for Q1 2023.