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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
TF
426
Trek Financial
Arizona
$651K +$147K +4,406 +25%
DY
427
Dowling & Yahnke
California
$646K +$31.3K +940 +5%
NAM
428
NTV Asset Management
West Virginia
$633K -$89.9K -2,700 -11%
GIP
429
Greatmark Investment Partners
Georgia
$632K +$9.15K +275 +1%
WT
430
Whittier Trust
California
$630K -$22.7K -681 -3%
GC
431
GFG Capital
Florida
$629K -$19.2K -576 -3%
VFA
432
Valeo Financial Advisors
Indiana
$628K +$80.4K +2,415 +13%
LIA
433
LS Investment Advisors
Michigan
$627K +$15.3K +460 +2%
TC
434
Trilogy Capital
California
$625K -$69.1K -2,075 -9%
SBIA
435
Sheaff Brock Investment Advisors
Indiana
$620K -$4.09K -123 -0.6%
CI
436
Cigna Investments
Connecticut
$618K +$14.2K +427 +2%
HNB
437
Huntington National Bank
Ohio
$604K -$13.1K -395 -2%
AC
438
Allstate Corporation
Illinois
$604K +$35.3K +1,060 +6%
WC
439
Westhampton Capital
North Carolina
$600K +$99.8K +3,000 +18%
PAWC
440
P.A.W. Capital
Connecticut
$599K
Schroder Investment Management Group
441
Schroder Investment Management Group
United Kingdom
$594K -$23.8K -716 -4%
CIP
442
Cornerstone Investment Partners
Georgia
$591K +$171K +5,140 +35%
GHAM
443
Gilman Hill Asset Management
Connecticut
$580K -$246K -7,400 -28%
CWM
444
Cedar Wealth Management
California
$573K
RIM
445
Redwood Investment Management
Arizona
$565K -$366 -11 -0.1%
AP
446
Advisor Partners
California
$556K -$14.5K -436 -2%
ANI
447
American National Insurance
Texas
$553K
FGP
448
Foyston, Gordon, & Payne
Ontario, Canada
$552K
APA
449
American Portfolios Advisors
New York
$549K +$492K +14,770 +414%
EH
450
Employers Holdings
Nevada
$547K -$335K -10,055 -35%

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.