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1,082 hedge funds and large institutions have $26.9B invested in Kroger in 2023 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 408 increasing their positions, 409 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $319M | Put options by funds: $253M

14% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 94

0.9% more ownership

Funds ownership: 78.92%79.82% (+0.9%)

1% more funds holding

Funds holding: 1,0761,082 (+6)

0% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 409

3% less capital invested

Capital invested by funds: $27.9B → $26.9B (-$970M)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

Holders
1,082
Holders Change
+6
Holders Change %
+0.56%
% of All Funds
16.99%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
107
Increased
408
Reduced
409
Closed
94
Calls
$319M
Puts
$253M
Net Calls
+$66M
Net Calls Change
+$99.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.87B -$13.4M -280,493 -0.3%
BlackRock
2
BlackRock
New York
$2.8B -$179M -3,744,727 -6%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$2.35B
State Street
4
State Street
Massachusetts
$1.6B +$17.3M +362,562 +1%
Sanders Capital
5
Sanders Capital
Florida
$1.04B +$456M +9,555,503 +76%
Capital World Investors
6
Capital World Investors
California
$657M +$161M +3,379,062 +32%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$652M +$12.5M +262,777 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$558M +$7.07M +148,288 +1%
LSV Asset Management
9
LSV Asset Management
Illinois
$470M -$9.59M -201,140 -2%
Harris Associates
10
Harris Associates
Illinois
$466M +$267M +5,597,788 +130%
Morgan Stanley
11
Morgan Stanley
New York
$428M -$6.66M -139,681 -2%
Renaissance Technologies
12
Renaissance Technologies
New York
$395M -$77.7M -1,629,100 -16%
Northern Trust
13
Northern Trust
Illinois
$344M -$13.6M -284,908 -4%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$296M +$113M +2,361,128 +60%
AQR Capital Management
15
AQR Capital Management
Connecticut
$265M +$26.2M +548,579 +11%
Invesco
16
Invesco
Georgia
$255M +$9.42M +197,390 +4%
Legal & General Group
17
Legal & General Group
United Kingdom
$252M +$3.13M +65,617 +1%
Norges Bank
18
Norges Bank
Norway
$243M +$89.8M +1,883,493 +57%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$237M -$11.2M -234,384 -4%
UBS AM
20
UBS AM
Illinois
$226M
JP Morgan Chase
21
JP Morgan Chase
New York
$217M +$26.7M +560,042 +14%
Charles Schwab
22
Charles Schwab
California
$207M -$555K -11,635 -0.3%
Bank of America
23
Bank of America
North Carolina
$203M -$37.3M -781,069 -15%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$195M -$29M -607,383 -13%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$188M -$5.23M -109,618 -3%

KR Hedge Fund Activity: Q2 2023 in Review

1,082 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q2 2023, worth a combined $26.9B — down 3.5% from $27.9B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new KR positions and 94 closed out — a net gain of 13 holders — while 408 added to existing stakes and 409 trimmed.

The largest buyer was Sanders Capital, adding an estimated $456M. The largest seller was BlackRock, cutting an estimated $179M.

  • 1,082 institutional investors held Kroger (KR) as of Q2 2023, up from 1,076 in Q1 2023.
  • Funds reported $26.9B of Kroger stock for Q2 2023, down 3.5% quarter-over-quarter.
  • 107 funds opened new Kroger positions in Q2 2023 and 94 closed out, a net change of +13 holders.
  • The largest Kroger buyer in Q2 2023 was Sanders Capital, an estimated $456M added.
  • The largest Kroger seller in Q2 2023 was BlackRock, an estimated $179M sold.

Based on aggregated 13F filings for Q2 2023.