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Kraft Heinz

987 hedge funds and large institutions have $27.9B invested in Kraft Heinz in 2021 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 397 increasing their positions, 310 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 310

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

0.1% less ownership

Funds ownership: 61.97%61.87% (-0.1%)

4% less funds holding

Funds holding: 1,026987 (-39)

10% less capital invested

Capital invested by funds: $30.9B → $27.9B (-$3.02B)

18% less call options, than puts

Call options by funds: $442M | Put options by funds: $541M

25% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 102

Holders
987
Holders Change
-39
Holders Change %
-3.8%
% of All Funds
17.28%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
77
Increased
397
Reduced
310
Closed
102
Calls
$442M
Puts
$541M
Net Calls
-$99.2M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
426
Transcend Capital Advisors
New Jersey
$1.04M
GT
427
Glenview Trust
Kentucky
$1.04M +$288K +7,652 +37%
ACM
428
Ategra Capital Management
Virginia
$1.03M
SW
429
SVB Wealth
Massachusetts
$1.01M +$475K +12,622 +85%
RW
430
RVW Wealth
California
$1M
IFG
431
Independent Financial Group
California
$1,000K +$23.9K +636 +2%
RCA
432
Ranch Capital Advisors
Florida
$997K +$72.9K +1,935 +8%
SWM
433
SeaCrest Wealth Management
New York
$995K +$31K +823 +3%
CHJWM
434
Carlton Hofferkamp & Jenks Wealth Management
Texas
$983K +$244K +6,485 +33%
VVP
435
Venture Visionary Partners
Ohio
$965K +$48.3K +1,284 +5%
PFS
436
Prospera Financial Services
Texas
$961K +$655K +17,395 +200%
Brown Advisory
437
Brown Advisory
Maryland
$956K +$34.6K +918 +4%
HP
438
Hikari Power
Japan
$952K
CSIC
439
Clifford Swan Investment Counsel
California
$945K +$22.7K +603 +2%
RC
440
RegentAtlantic Capital
New Jersey
$930K -$65.3K -1,734 -6%
DY
441
Dowling & Yahnke
California
$909K -$19.7K -523 -2%
APP
442
Alpha Paradigm Partners
Illinois
$908K +$653K +17,342 +237%
TC
443
Trilogy Capital
California
$906K +$36.7K +974 +4%
GL
444
Graypoint LLC
New York
$906K +$48.3K +1,284 +6%
ASN
445
Advisory Services Network
Georgia
$902K -$1.2M -31,760 -56%
VFA
446
Valeo Financial Advisors
Indiana
$885K +$127K +3,377 +16%
BCM
447
Brookstone Capital Management
Illinois
$874K +$114K +3,035 +15%
FNT
448
First National Trust
Pennsylvania
$873K +$828 +22 +0.1%
KJWM
449
Kiley Juergens Wealth Management
Washington
$863K -$11.7K -311 -1%
CG
450
Caprock Group
Idaho
$856K +$53.4K +1,419 +6%

KHC Hedge Fund Activity: Q3 2021 in Review

987 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q3 2021, worth a combined $27.9B — down 9.8% from $30.9B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of KHC and 77 opened new positions — a net loss of 25 holders — while 310 trimmed existing stakes and 397 added.

The largest buyer was Norges Bank, adding an estimated $72.9M. The largest seller was Capital World Investors, cutting an estimated $106M.

  • 987 institutional investors held Kraft Heinz (KHC) as of Q3 2021, down from 1,026 in Q2 2021.
  • Funds reported $27.9B of Kraft Heinz stock for Q3 2021, down 9.8% quarter-over-quarter.
  • 77 funds opened new Kraft Heinz positions in Q3 2021 and 102 closed out, a net change of -25 holders.
  • The largest Kraft Heinz buyer in Q3 2021 was Norges Bank, an estimated $72.9M added.
  • The largest Kraft Heinz seller in Q3 2021 was Capital World Investors, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2021.