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Kraft Heinz

890 hedge funds and large institutions have $23B invested in Kraft Heinz in 2020 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 310 increasing their positions, 307 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 81

32% more capital invested

Capital invested by funds: $17.5B → $23B (+$5.52B)

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

6% more funds holding

Funds holding: 841890 (+49)

1.01% more ownership

Funds ownership: 57.96%58.97% (+1%)

1% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 307

32% less call options, than puts

Call options by funds: $369M | Put options by funds: $544M

Holders
890
Holders Change
+49
Holders Change %
+5.83%
% of All Funds
18.25%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.35%
New
135
Increased
310
Reduced
307
Closed
81
Calls
$369M
Puts
$544M
Net Calls
-$176M
Net Calls Change
+$3.86M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
276
Creative Planning
Kansas
$1.98M +$2.34K +78 +0.1%
HCM
277
Hutner Capital Management
Vermont
$1.98M +$83.6K +2,785 +5%
UCFA
278
United Capital Financial Advisors
Texas
$1.96M -$26.6K -886 -1%
MTIM
279
Marathon Trading Investment Management
Pennsylvania
$1.94M -$718K -23,923 -28%
NB
280
Norinchukin Bank
Japan
$1.94M -$8.8K -293 -0.5%
MC
281
Moors & Cabot
Massachusetts
$1.93M +$329K +10,962 +22%
SI
282
Stephens Inc
Arkansas
$1.92M +$722K +24,049 +66%
Public Sector Pension Investment Board (PSP Investments)
283
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.92M -$66.1K -2,200 -4%
BAM
284
Berkshire Asset Management
Pennsylvania
$1.89M -$919K -30,595 -34%
BCM
285
Birmingham Capital Management
Alabama
$1.87M -$4.5K -150 -0.3%
BCFS
286
Butensky & Cohen Financial Security
Florida
$1.86M +$178K +5,925 +11%
S
287
Seeyond
France
$1.85M +$1.5M +49,821 +609%
SAM
288
Securian Asset Management
Minnesota
$1.82M -$110K -3,653 -6%
SCP
289
Shorepoint Capital Partners
Massachusetts
$1.81M +$48.8K +1,626 +3%
TRSOTSOK
290
Teachers Retirement System of the State of Kentucky
Kentucky
$1.81M -$459K -15,300 -21%
DWM
291
Dakota Wealth Management
Florida
$1.79M +$1.68M +56,050 New
PAG
292
Private Advisor Group
New Jersey
$1.74M +$486K +16,187 +42%
CCM
293
Cribstone Capital Management
Maine
$1.74M +$186K +6,207 +13%
JMPWA
294
JP Morgan Private Wealth Advisors
California
$1.72M -$54.4K -1,811 -3%
CBT
295
Capital Bank & Trust
California
$1.72M +$1.47M +48,821 +972%
LPIC
296
LeJeune Puetz Investment Counsel
Michigan
$1.7M
Federated Hermes
297
Federated Hermes
Pennsylvania
$1.68M +$484K +16,110 +44%
LFAS
298
Level Four Advisory Services
Texas
$1.62M -$151K -5,044 -9%
BCM
299
Bayesian Capital Management
New York
$1.6M -$2.14M -71,123 -59%
AAIM
300
American Assets Investment Management
California
$1.59M

KHC Hedge Fund Activity: Q2 2020 in Review

890 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q2 2020, worth a combined $23B — up 32% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new KHC positions and 81 closed out — a net gain of 54 holders — while 310 added to existing stakes and 307 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $212M. The largest seller was Susquehanna International Group, cutting an estimated $91.5M.

  • 890 institutional investors held Kraft Heinz (KHC) as of Q2 2020, up from 841 in Q1 2020.
  • Funds reported $23B of Kraft Heinz stock for Q2 2020, up 32% quarter-over-quarter.
  • 135 funds opened new Kraft Heinz positions in Q2 2020 and 81 closed out, a net change of +54 holders.
  • The largest Kraft Heinz buyer in Q2 2020 was Capital International Investors, an estimated $212M added.
  • The largest Kraft Heinz seller in Q2 2020 was Susquehanna International Group, an estimated $91.5M sold.

Based on aggregated 13F filings for Q2 2020.