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Kraft Heinz

1,139 hedge funds and large institutions have $34.7B invested in Kraft Heinz in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 455 increasing their positions, 400 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $569M | Put options by funds: $398M

14% more repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 400

1.46% more ownership

Funds ownership: 71.76%73.22% (+1.5%)

3% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 93

3% less capital invested

Capital invested by funds: $35.9B → $34.7B (-$1.17B)

2% less funds holding

Funds holding: 1,1661,139 (-27)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
1,139
Holders Change
-27
Holders Change %
-2.32%
% of All Funds
18.15%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
90
Increased
455
Reduced
400
Closed
93
Calls
$569M
Puts
$398M
Net Calls
+$171M
Net Calls Change
+$126K
Name Holding Trade Value Shares
Change
Change in
Stake
WAOTB
326
Wealth Advisors of Tampa Bay
Florida
$2.54M +$399K +10,083 +18%
SAM
327
Securian Asset Management
Minnesota
$2.54M +$16K +403 +0.6%
VIA
328
Vident Investment Advisory
Georgia
$2.54M +$266K +6,707 +11%
DADC
329
D.A. Davidson & Co
Montana
$2.54M +$565K +14,261 +28%
BCIM
330
British Columbia Investment Management
British Columbia, Canada
$2.54M +$17.8K +450 +0.7%
Schroder Investment Management Group
331
Schroder Investment Management Group
United Kingdom
$2.53M -$516K -13,038 -17%
GA
332
GFS Advisors
Texas
$2.52M
LPIC
333
LeJeune Puetz Investment Counsel
Michigan
$2.51M +$139K +3,513 +6%
LFAS
334
Level Four Advisory Services
Texas
$2.5M +$143K +3,608 +6%
WSTAM
335
Wilbanks Smith & Thomas Asset Management
Virginia
$2.49M +$112K +2,828 +5%
KPWS
336
Kestra Private Wealth Services
Texas
$2.48M +$133K +3,349 +6%
ET
337
Equitable Trust
Tennessee
$2.48M -$140K -3,541 -5%
AWS
338
Atria Wealth Solutions
New York
$2.47M +$432K +10,922 +21%
CAM
339
Carret Asset Management
New York
$2.47M -$152K -3,850 -6%
FC
340
FORA Capital
Florida
$2.46M +$2.52M +63,660 New
TC
341
Truvestments Capital
Florida
$2.46M +$74.2K +1,874 +3%
SCP
342
Shorepoint Capital Partners
Massachusetts
$2.43M -$286K -7,224 -10%
KRS
343
Kentucky Retirement Systems
Kentucky
$2.43M +$13K +329 +0.5%
AWCI
344
Alpine Woods Capital Investors
New York
$2.42M +$1.11M +28,084 +81%
IWC
345
Integrated Wealth Concepts
Massachusetts
$2.41M +$2.13M +53,916 +641%
NLGIA
346
Nippon Life Global Investors Americas
New York
$2.38M +$547K +13,820 +29%
PA
347
Profund Advisors
Maryland
$2.37M -$63.9K -1,614 -3%
DLCIG
348
D.L. Carlson Investment Group
New Hampshire
$2.36M -$372K -9,399 -13%
SCA
349
Stonebridge Capital Advisors
Minnesota
$2.35M +$13.2K +334 +0.6%
EG
350
Ellerson Group
Maryland
$2.32M -$41.3K -1,042 -2%

KHC Hedge Fund Activity: Q1 2023 in Review

1,139 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q1 2023, worth a combined $34.7B — down 3.3% from $35.9B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of KHC and 90 opened new positions — a net loss of 3 holders — while 400 trimmed existing stakes and 455 added.

The largest buyer was Bank of America, adding an estimated $827M. The largest seller was Capital World Investors, cutting an estimated $162M.

  • 1,139 institutional investors held Kraft Heinz (KHC) as of Q1 2023, down from 1,166 in Q4 2022.
  • Funds reported $34.7B of Kraft Heinz stock for Q1 2023, down 3.3% quarter-over-quarter.
  • 90 funds opened new Kraft Heinz positions in Q1 2023 and 93 closed out, a net change of -3 holders.
  • The largest Kraft Heinz buyer in Q1 2023 was Bank of America, an estimated $827M added.
  • The largest Kraft Heinz seller in Q1 2023 was Capital World Investors, an estimated $162M sold.

Based on aggregated 13F filings for Q1 2023.