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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
DI
401
Diligent Investors
California
$834K -$6.46K -194 -0.7%
IAMOG
402
Investors Asset Management of Georgia
Georgia
$831K +$12.5K +375 +1%
HCM
403
Hollencrest Capital Management
California
$822K
WAM
404
World Asset Management
Michigan
$813K -$74.3K -2,233 -8%
VCA
405
Verdence Capital Advisors
Maryland
$810K +$169K +5,067 +23%
Two Sigma Investments
406
Two Sigma Investments
New York
$785K -$685K -20,585 -44%
OAM
407
Optimal Asset Management
California
$783K -$464K -13,944 -35%
CSIC
408
Clifford Swan Investment Counsel
California
$769K
SAM
409
Silvercrest Asset Management
New York
$766K -$46.6K -1,400 -5%
ACM
410
Ategra Capital Management
Virginia
$765K -$115K -3,442 -12%
PP
411
Paloma Partners
Connecticut
$763K +$849K +25,503 New
ASN
412
Advisory Services Network
Georgia
$744K -$68.2K -2,050 -8%
Brown Advisory
413
Brown Advisory
Maryland
$739K +$80.1K +2,406 +11%
ACG
414
Allen Capital Group
Nebraska
$736K +$2.26K +68 +0.3%
ACM
415
AlphaCrest Capital Management
New York
$734K +$816K +24,518 New
Northwestern Mutual Wealth Management
416
Northwestern Mutual Wealth Management
Wisconsin
$724K +$50K +1,502 +7%
PBC
417
Pavion Blue Capital
California
$721K +$20.2K +608 +3%
TYCC
418
Texas Yale Capital Corp
Florida
$719K
FCI
419
Financial Counselors Inc
Kansas
$715K -$65.9K -1,981 -8%
RFC
420
Regions Financial Corp
Alabama
$711K -$499K -14,992 -39%
HCM
421
Hodges Capital Management
Texas
$710K +$789K +23,711 New
SWM
422
SeaCrest Wealth Management
New York
$682K +$73.5K +2,207 +11%
IRF
423
IBM Retirement Fund
New York
$668K +$197K +5,907 +36%
CAPTRUST Financial Advisors
424
CAPTRUST Financial Advisors
North Carolina
$659K +$215K +6,464 +42%
SWP
425
Stratos Wealth Partners
Ohio
$652K +$244K +7,329 +51%

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.