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Kraft Heinz

902 hedge funds and large institutions have $22B invested in Kraft Heinz in 2020 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 311 increasing their positions, 320 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 88

1% more funds holding

Funds holding: 890902 (+12)

1% more ownership

Funds ownership: 58.97%59.97% (+1%)

3% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 320

5% less capital invested

Capital invested by funds: $23B → $22B (-$1.07B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

26% less call options, than puts

Call options by funds: $363M | Put options by funds: $492M

Holders
902
Holders Change
+12
Holders Change %
+1.35%
% of All Funds
18.2%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.3%
New
107
Increased
311
Reduced
320
Closed
88
Calls
$363M
Puts
$492M
Net Calls
-$128M
Net Calls Change
+$47.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
301
Berkshire Asset Management
Pennsylvania
$1.77M -$8.09K -243 -0.4%
William Blair & Company
302
William Blair & Company
Illinois
$1.76M +$931K +27,957 +91%
B
303
BP
United Kingdom
$1.74M -$160K -4,800 -8%
LCM
304
Laurion Capital Management
New York
$1.74M -$2.48M -74,574 -56%
SF
305
Synovus Financial
Georgia
$1.73M +$1.51M +45,272 +357%
TRSOTSOK
306
Teachers Retirement System of the State of Kentucky
Kentucky
$1.7M
AAS
307
Avantax Advisory Services
Texas
$1.69M +$1.26M +37,839 +199%
IMC Chicago
308
IMC Chicago
Illinois
$1.69M +$1.87M +56,300 New
II
309
IFM Investors
Australia
$1.68M +$214K +6,427 +13%
SCP
310
Shorepoint Capital Partners
Massachusetts
$1.68M -$30.2K -907 -2%
CHAM
311
Clear Harbor Asset Management
Connecticut
$1.68M +$834K +25,060 +81%
PAG
312
Private Advisor Group
New Jersey
$1.68M +$24.2K +728 +1%
CBT
313
Capital Bank & Trust
California
$1.68M +$69K +2,072 +4%
WI
314
WBI Investments
New Jersey
$1.67M +$1.56M +46,820 +523%
SCM
315
Southport Capital Management
Tennessee
$1.66M -$315K -9,450 -15%
LPIC
316
LeJeune Puetz Investment Counsel
Michigan
$1.6M
PAM
317
Panagora Asset Management
Massachusetts
$1.52M -$539K -16,207 -24%
KAS
318
Kestra Advisory Services
Texas
$1.52M +$1.69M +50,773 New
VIA
319
Vident Investment Advisory
Georgia
$1.52M -$873K -26,230 -34%
AAIM
320
American Assets Investment Management
California
$1.5M
TCA
321
Transcend Capital Advisors
New Jersey
$1.48M +$64.6K +1,940 +4%
Mercer Global Advisors
322
Mercer Global Advisors
Colorado
$1.45M +$29.1K +875 +2%
CCM
323
Cribstone Capital Management
Maine
$1.44M -$208K -6,236 -11%
BSW
324
Buckingham Strategic Wealth
Missouri
$1.44M +$1.6M +47,945 New
LFAS
325
Level Four Advisory Services
Texas
$1.43M -$102K -3,074 -6%

KHC Hedge Fund Activity: Q3 2020 in Review

902 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q3 2020, worth a combined $22B — down 4.6% from $23B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new KHC positions and 88 closed out — a net gain of 19 holders — while 311 added to existing stakes and 320 trimmed.

The largest buyer was Invesco, adding an estimated $160M. The largest seller was Carmignac Gestion, exiting entirely with an estimated $122M sold.

  • 902 institutional investors held Kraft Heinz (KHC) as of Q3 2020, up from 890 in Q2 2020.
  • Funds reported $22B of Kraft Heinz stock for Q3 2020, down 4.6% quarter-over-quarter.
  • 107 funds opened new Kraft Heinz positions in Q3 2020 and 88 closed out, a net change of +19 holders.
  • The largest Kraft Heinz buyer in Q3 2020 was Invesco, an estimated $160M added.
  • The largest Kraft Heinz seller in Q3 2020 was Carmignac Gestion, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2020.