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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
Charles Schwab
26
Charles Schwab
California
$89.7M -$2.17M -65,181 -2%
Swiss National Bank
27
Swiss National Bank
Switzerland
$81.3M -$1.33M -40,000 -1%
Citadel Advisors
28
Citadel Advisors
Florida
$77.6M +$26.4M +792,720 +44%
N
29
Nuveen
North Carolina
$76.3M -$2.84M -85,277 -3%
UBS AM
30
UBS AM
Illinois
$76.2M -$1.78M -53,576 -2%
Wells Fargo
31
Wells Fargo
California
$73.5M +$14.1M +424,106 +21%
Goldman Sachs
32
Goldman Sachs
New York
$71.7M -$65.8M -1,977,466 -45%
PP
33
Prudential plc
United Kingdom
$70.9M -$50M -1,502,000 -39%
Robeco Institutional Asset Management
34
Robeco Institutional Asset Management
Netherlands
$67.8M +$18M +540,183 +31%
RI
35
RWWM Inc
California
$66.1M +$1.18M +35,553 +2%
CS
36
Credit Suisse
Switzerland
$64.8M -$8.17M -245,327 -10%
Ameriprise
37
Ameriprise
Minnesota
$64.1M +$57.6M +1,731,432 +446%
TSW
38
Thompson Siegel & Walmsley
Virginia
$59.8M +$6.21M +186,593 +10%
CC
39
Criteria Caixa
Spain
$58.6M +$882K +26,500 +1%
JAM
40
Jupiter Asset Management
United Kingdom
$57.1M +$63.5M +1,908,721 New
AAMU
41
Amundi Asset Management US
Massachusetts
$53.5M +$34.1M +1,024,872 +134%
JP Morgan Chase
42
JP Morgan Chase
New York
$50.3M -$15.3M -460,411 -21%
PCA
43
Personal Capital Advisors
California
$45.4M +$583K +17,517 +1%
Deutsche Bank
44
Deutsche Bank
Germany
$45.3M +$2.66M +79,855 +6%
UBS Group
45
UBS Group
Switzerland
$44.9M -$1.56M -46,932 -3%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$44.8M -$167K -5,027 -0.3%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$44.8M -$2.33M -70,100 -4%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$44.6M -$44.4M -1,335,113 -47%
Citigroup
49
Citigroup
New York
$40.5M +$6.73M +202,170 +18%
WRBC
50
W.R. Berkley Corp
Connecticut
$39.9M

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.