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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
UBS AM
26
UBS AM
Illinois
$69.9M +$9.29M +338,517 +14%
Bank of America
27
Bank of America
North Carolina
$68.3M -$15.9M -578,466 -17%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$67.3M +$3.54M +129,062 +5%
LSV Asset Management
29
LSV Asset Management
Illinois
$67.2M +$24.7M +898,697 +49%
Swiss National Bank
30
Swiss National Bank
Switzerland
$67.1M +$9.6M +349,900 +15%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$66.2M -$6.56M -239,032 -8%
RI
32
RWWM Inc
California
$66.1M +$23.9M +872,073 +48%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$64.4M +$38.4M +1,399,991 +116%
UBS Group
34
UBS Group
Switzerland
$60.1M -$11.4M -417,302 -15%
N
35
Nuveen
North Carolina
$60M -$1.45M -52,831 -2%
PPA
36
Parametric Portfolio Associates
Washington
$58.7M +$9.51M +346,821 +17%
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$55M +$61M +2,223,254 New
CS
38
Credit Suisse
Switzerland
$47.1M +$3.5M +127,710 +7%
Robeco Institutional Asset Management
39
Robeco Institutional Asset Management
Netherlands
$47M +$5.89M +214,904 +13%
TSW
40
Thompson Siegel & Walmsley
Virginia
$43.6M +$13.9M +505,966 +40%
CC
41
Criteria Caixa
Spain
$42.3M +$10M +365,743 +27%
Wells Fargo
42
Wells Fargo
California
$41.3M -$4.39M -160,209 -9%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$40.2M
Victory Capital Management
44
Victory Capital Management
Texas
$37.8M +$23.3M +849,625 +125%
PCA
45
Personal Capital Advisors
California
$36.7M +$6.63M +241,651 +19%
Deutsche Bank
46
Deutsche Bank
Germany
$35.9M -$7.37M -268,752 -16%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$35M -$2.22M -80,894 -5%
Barclays
48
Barclays
United Kingdom
$33.7M -$25.6M -934,746 -41%
DZ Bank
49
DZ Bank
Germany
$33.2M +$1.9M +69,091 +5%
WRBC
50
W.R. Berkley Corp
Connecticut
$30.9M

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.