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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
BRWA
326
B. Riley Wealth Advisors
Florida
$1.43M +$72.9K +2,191 +5%
RE
327
RBC Europe
United Kingdom
$1.42M -$90.9K -2,731 -5%
GI
328
Glovista Investments
New Jersey
$1.41M +$1.57M +47,044 New
AWM
329
AE Wealth Management
Kansas
$1.4M +$145K +4,354 +10%
AAS
330
Annex Advisory Services
Wisconsin
$1.39M +$1.54M +46,414 New
CAM
331
Cozad Asset Management
Illinois
$1.36M -$56K -1,683 -4%
BMA
332
Brooks Moore & Associates
Tennessee
$1.35M +$250K +7,501 +20%
DCM
333
Dupont Capital Management
Delaware
$1.35M +$376K +11,307 +33%
CS
334
Candriam SCA
Luxembourg
$1.35M -$53.9K -1,620 -3%
BF
335
BOK Financial
Oklahoma
$1.33M +$770K +23,131 +109%
OPPTF
336
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.31M -$14.6K -440 -1%
CTC
337
Central Trust Company
Missouri
$1.31M +$916K +27,525 +170%
Fifth Third Bancorp
338
Fifth Third Bancorp
Ohio
$1.3M -$72.3K -2,172 -5%
TRCT
339
Tower Research Capital (TRC)
New York
$1.3M +$622K +18,703 +76%
Daiwa Securities Group
340
Daiwa Securities Group
Japan
$1.29M +$372K +11,184 +35%
SM
341
Sciencast Management
New Jersey
$1.29M +$621K +18,652 +85%
JWCA
342
J.W. Cole Advisors
Florida
$1.24M +$1.38M +41,550 New
AIA
343
Affinity Investment Advisors
California
$1.24M -$73.2K -2,199 -5%
FAAS
344
First Allied Advisory Services
California
$1.23M -$13.5K -406 -1%
SMDAM
345
Sumitomo Mitsui DS Asset Management
Japan
$1.23M +$20.7K +621 +2%
WPC
346
White Pine Capital
Minnesota
$1.22M -$6.82K -205 -0.5%
PVWM
347
Point View Wealth Management
New Jersey
$1.2M +$24.7K +743 +2%
MML Investors Services
348
MML Investors Services
Massachusetts
$1.2M +$118K +3,551 +10%
Nordea Investment Management
349
Nordea Investment Management
Sweden
$1.2M -$1.15M -34,666 -46%
NMERB
350
New Mexico Educational Retirement Board
New Mexico
$1.2M -$63.2K -1,900 -5%

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.