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Kraft Heinz

890 hedge funds and large institutions have $23B invested in Kraft Heinz in 2020 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 310 increasing their positions, 307 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 81

32% more capital invested

Capital invested by funds: $17.5B → $23B (+$5.52B)

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

6% more funds holding

Funds holding: 841890 (+49)

1.01% more ownership

Funds ownership: 57.96%58.97% (+1%)

1% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 307

32% less call options, than puts

Call options by funds: $369M | Put options by funds: $544M

Holders
890
Holders Change
+49
Holders Change %
+5.83%
% of All Funds
18.25%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.35%
New
135
Increased
310
Reduced
307
Closed
81
Calls
$369M
Puts
$544M
Net Calls
-$176M
Net Calls Change
+$3.86M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$97.6M -$2.42M -80,460 -3%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$90.5M -$2.18M -72,455 -2%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$90M -$2.7M -89,907 -3%
Swiss National Bank
29
Swiss National Bank
Switzerland
$87.8M +$1.31M +43,500 +2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$86.3M +$960K +31,975 +1%
N
31
Nuveen
North Carolina
$84M +$6.18M +205,731 +8%
UBS AM
32
UBS AM
Illinois
$82.8M -$6.91M -230,035 -8%
CS
33
Credit Suisse
Switzerland
$76.8M +$15.2M +504,990 +27%
RI
34
RWWM Inc
California
$69.2M -$15M -500,972 -19%
JP Morgan Chase
35
JP Morgan Chase
New York
$68.9M -$28.2M -937,596 -30%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$67.3M -$91.5M -3,046,014 -59%
Barclays
37
Barclays
United Kingdom
$67.3M +$22.4M +747,128 +55%
Wells Fargo
38
Wells Fargo
California
$64.8M +$10.8M +361,085 +22%
CC
39
Criteria Caixa
Spain
$61.6M +$6.64M +221,203 +13%
Millennium Management
40
Millennium Management
New York
$60.1M +$33.5M +1,116,075 +145%
TSW
41
Thompson Siegel & Walmsley
Virginia
$57.7M +$1.45M +48,129 +3%
Citadel Advisors
42
Citadel Advisors
Florida
$57.3M +$27.1M +901,538 +101%
Robeco Institutional Asset Management
43
Robeco Institutional Asset Management
Netherlands
$55M -$5.26M -175,229 -9%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$49.9M -$1.76M -58,700 -4%
UBS Group
45
UBS Group
Switzerland
$49.3M -$26.5M -882,994 -36%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$47.9M +$2.61M +86,845 +6%
PCA
47
Personal Capital Advisors
California
$47.8M +$491K +16,344 +1%
Deutsche Bank
48
Deutsche Bank
Germany
$45.7M -$501K -16,696 -1%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$42.2M +$3.05M +101,435 +8%
AllianceBernstein
50
AllianceBernstein
Tennessee
$40.7M +$9.7M +323,097 +34%

KHC Hedge Fund Activity: Q2 2020 in Review

890 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q2 2020, worth a combined $23B — up 32% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new KHC positions and 81 closed out — a net gain of 54 holders — while 310 added to existing stakes and 307 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $212M. The largest seller was Susquehanna International Group, cutting an estimated $91.5M.

  • 890 institutional investors held Kraft Heinz (KHC) as of Q2 2020, up from 841 in Q1 2020.
  • Funds reported $23B of Kraft Heinz stock for Q2 2020, up 32% quarter-over-quarter.
  • 135 funds opened new Kraft Heinz positions in Q2 2020 and 81 closed out, a net change of +54 holders.
  • The largest Kraft Heinz buyer in Q2 2020 was Capital International Investors, an estimated $212M added.
  • The largest Kraft Heinz seller in Q2 2020 was Susquehanna International Group, an estimated $91.5M sold.

Based on aggregated 13F filings for Q2 2020.