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1,128 hedge funds and large institutions have $27B invested in Kroger in 2023 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 359 increasing their positions, 458 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 72

5% more funds holding

Funds holding: 1,0731,128 (+55)

1.14% more ownership

Funds ownership: 81.08%82.22% (+1.1%)

4% more capital invested

Capital invested by funds: $26.1B → $27B (+$926M)

4% less call options, than puts

Call options by funds: $298M | Put options by funds: $312M

22% less repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 458

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
1,128
Holders Change
+55
Holders Change %
+5.13%
% of All Funds
16.45%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.1%
New
144
Increased
359
Reduced
458
Closed
72
Calls
$298M
Puts
$312M
Net Calls
-$13.2M
Net Calls Change
+$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.73B -$4.21M -94,720 -0.1%
BlackRock
2
BlackRock
New York
$2.71B -$111M -2,494,390 -4%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$2.29B
State Street
4
State Street
Massachusetts
$1.5B -$9.37M -210,974 -0.6%
Sanders Capital
5
Sanders Capital
Florida
$1.09B +$49.9M +1,123,427 +5%
Harris Associates
6
Harris Associates
Illinois
$1.02B +$230M +5,172,516 +30%
Morgan Stanley
7
Morgan Stanley
New York
$873M +$448M +10,085,518 +112%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$671M +$17.9M +403,963 +3%
Capital World Investors
9
Capital World Investors
California
$661M +$9.54M +214,852 +2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$576M +$22.4M +503,839 +4%
LSV Asset Management
11
LSV Asset Management
Illinois
$431M -$16.5M -370,497 -4%
Invesco
12
Invesco
Georgia
$337M +$99.1M +2,232,030 +43%
Northern Trust
13
Northern Trust
Illinois
$330M -$27M -607,093 -8%
Renaissance Technologies
14
Renaissance Technologies
New York
$327M -$41.2M -928,100 -11%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$282M -$37.3M -839,823 -12%
Legal & General Group
16
Legal & General Group
United Kingdom
$255M +$13.4M +301,740 +6%
JP Morgan Chase
17
JP Morgan Chase
New York
$248M +$39.5M +890,086 +20%
AQR Capital Management
18
AQR Capital Management
Connecticut
$234M -$21.3M -480,315 -9%
Norges Bank
19
Norges Bank
Norway
$230M -$2.35M -52,938 -1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$219M -$3.74M -84,261 -2%
Charles Schwab
21
Charles Schwab
California
$211M +$5.25M +118,209 +3%
UBS AM
22
UBS AM
Illinois
$200M +$254K +5,714 +0.1%
Two Sigma Investments
23
Two Sigma Investments
New York
$187M +$64.1M +1,442,762 +55%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$181M -$1.99M -44,868 -1%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$171M -$4.75M -107,045 -3%

KR Hedge Fund Activity: Q4 2023 in Review

1,128 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q4 2023, worth a combined $27B — up 3.5% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new KR positions and 72 closed out — a net gain of 72 holders — while 359 added to existing stakes and 458 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $448M. The largest seller was Pacer Advisors, cutting an estimated $279M.

  • 1,128 institutional investors held Kroger (KR) as of Q4 2023, up from 1,073 in Q3 2023.
  • Funds reported $27B of Kroger stock for Q4 2023, up 3.5% quarter-over-quarter.
  • 144 funds opened new Kroger positions in Q4 2023 and 72 closed out, a net change of +72 holders.
  • The largest Kroger buyer in Q4 2023 was Morgan Stanley, an estimated $448M added.
  • The largest Kroger seller in Q4 2023 was Pacer Advisors, an estimated $279M sold.

Based on aggregated 13F filings for Q4 2023.