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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
SPIA
351
Steward Partners Investment Advisory
New York
$1.17M +$106K +3,196 +9%
QI
352
QS Investors
New York
$1.17M -$181K -5,428 -12%
BCV
353
Banque Cantonale Vaudoise
Switzerland
$1.17M -$909K -27,317 -41%
Teacher Retirement System of Texas
354
Teacher Retirement System of Texas
Texas
$1.16M +$556K +16,717 +76%
TNB
355
Thomasville National Bank
Georgia
$1.13M +$7.49K +225 +0.6%
KRS
356
Kentucky Retirement Systems
Kentucky
$1.13M +$99.9K +3,002 +9%
EWM
357
Evercore Wealth Management
New York
$1.12M +$295K +8,871 +31%
AIIMS
358
Analyst IMS Investment Management Services
Israel
$1.11M +$260K +7,815 +27%
AB
359
Amalgamated Bank
New York
$1.1M -$14.4K -433 -1%
SIM
360
Sentry Investment Management
Wisconsin
$1.09M -$333 -10 -0%
NMIMC
361
Northwestern Mutual Investment Management Company
Wisconsin
$1.09M
Macquarie Group
362
Macquarie Group
Australia
$1.08M +$654K +19,639 +118%
Mariner
363
Mariner
Kansas
$1.08M +$364K +10,931 +43%
HSA
364
Hussman Strategic Advisors
Maryland
$1.07M +$1.19M +35,700 New
TC
365
Truvestments Capital
Florida
$1.06M +$398K +11,953 +51%
SS
366
Simplicity Solutions
Minnesota
$1.05M +$339K +10,198 +41%
CCM
367
Coe Capital Management
Illinois
$1.04M -$20.9K -627 -2%
DADC
368
D.A. Davidson & Co
Montana
$1.04M -$81.8K -2,458 -7%
EW
369
Evoke Wealth
California
$1.04M +$766 +23 +0.1%
JWM
370
Jeppson Wealth Management
California
$1.04M +$1.15M +34,662 New
AIP
371
Ameritas Investment Partners
Nebraska
$1M -$26.5K -797 -2%
LSERS
372
Louisiana State Employees Retirement System
Louisiana
$985K +$203K +6,100 +23%
AWS
373
Arkfeld Wealth Strategies
Nebraska
$981K -$33.3K -1,000 -3%
PA
374
Probity Advisors
Texas
$981K +$25.3K +761 +2%
SWIG
375
Strategic Wealth Investment Group
Kentucky
$978K +$114K +3,414 +12%

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.