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Kraft Heinz

841 hedge funds and large institutions have $17.5B invested in Kraft Heinz in 2020 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 297 increasing their positions, 327 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.22% more ownership

Funds ownership: 57.74%57.96% (+0.22%)

9% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 327

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

9% less funds holding

Funds holding: 925841 (-84)

23% less capital invested

Capital invested by funds: $22.7B → $17.5B (-$5.15B)

33% less call options, than puts

Call options by funds: $366M | Put options by funds: $546M

43% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 164

Holders
841
Holders Change
-84
Holders Change %
-9.08%
% of All Funds
18.53%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.33%
New
93
Increased
297
Reduced
327
Closed
164
Calls
$366M
Puts
$546M
Net Calls
-$179M
Net Calls Change
-$48.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
351
Probity Advisors
Texas
$804K +$188K +6,839 +27%
NMIMC
352
Northwestern Mutual Investment Management Company
Wisconsin
$803K +$226K +8,250 +34%
Daiwa Securities Group
353
Daiwa Securities Group
Japan
$791K +$71.8K +2,617 +9%
HDIM
354
Hanson & Doremus Investment Management
Vermont
$782K +$107K +3,883 +14%
FWIA
355
Fort Washington Investment Advisors
Ohio
$770K -$5.03M -183,383 -85%
JIR
356
James Investment Research
Ohio
$764K -$3.4M -124,032 -80%
Mariner
357
Mariner
Kansas
$764K +$111K +4,029 +15%
TIA
358
Traphagen Investment Advisors
New Jersey
$752K +$32.4K +1,182 +4%
AIIMS
359
Analyst IMS Investment Management Services
Israel
$745K -$35.7K -1,300 -4%
CIC
360
Canal Insurance Company
South Carolina
$742K
DI
361
Diligent Investors
California
$735K -$23.8K -868 -3%
LD
362
Lipe & Dalton
New York
$733K +$9.74K +355 +1%
DCM
363
Dupont Capital Management
Delaware
$731K +$495K +18,049 +157%
TI
364
Trexquant Investment
Connecticut
$730K +$809K +29,505 New
GHAM
365
Gilman Hill Asset Management
Connecticut
$719K +$797K +29,045 New
GAM
366
Gotham Asset Management
New York
$717K -$29.1M -1,059,963 -97%
XS
367
XR Securities
Illinois
$713K +$71.2K +2,595 +10%
Brown Advisory
368
Brown Advisory
Maryland
$713K +$149K +5,424 +23%
WSTAM
369
Wilbanks Smith & Thomas Asset Management
Virginia
$711K +$598K +21,792 +314%
VFA
370
Valeo Financial Advisors
Indiana
$705K +$47.8K +1,743 +7%
Nordea Investment Management
371
Nordea Investment Management
Sweden
$703K +$8.01K +292 +1%
Thrivent Financial for Lutherans
372
Thrivent Financial for Lutherans
Minnesota
$702K
TC
373
Trilogy Capital
California
$702K +$638K +23,267 New
SG
374
Somerset Group
Minnesota
$695K -$62.1K -2,265 -7%
CCM
375
Cadence Capital Management
Massachusetts
$677K +$52.3K +1,907 +7%

KHC Hedge Fund Activity: Q1 2020 in Review

841 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q1 2020, worth a combined $17.5B — down 23% from $22.7B a quarter earlier.

Sellers outnumbered buyers: 164 funds closed out of KHC and 93 opened new positions — a net loss of 71 holders — while 327 trimmed existing stakes and 297 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $103M. The largest seller was Commerzbank Aktiengesellschaft, cutting an estimated $132M.

  • 841 institutional investors held Kraft Heinz (KHC) as of Q1 2020, down from 925 in Q4 2019.
  • Funds reported $17.5B of Kraft Heinz stock for Q1 2020, down 23% quarter-over-quarter.
  • 93 funds opened new Kraft Heinz positions in Q1 2020 and 164 closed out, a net change of -71 holders.
  • The largest Kraft Heinz buyer in Q1 2020 was T. Rowe Price Associates, an estimated $103M added.
  • The largest Kraft Heinz seller in Q1 2020 was Commerzbank Aktiengesellschaft, an estimated $132M sold.

Based on aggregated 13F filings for Q1 2020.