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Kraft Heinz

1,139 hedge funds and large institutions have $34.7B invested in Kraft Heinz in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 455 increasing their positions, 400 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $569M | Put options by funds: $398M

14% more repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 400

1.46% more ownership

Funds ownership: 71.76%73.22% (+1.5%)

3% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 93

3% less capital invested

Capital invested by funds: $35.9B → $34.7B (-$1.17B)

2% less funds holding

Funds holding: 1,1661,139 (-27)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
1,139
Holders Change
-27
Holders Change %
-2.32%
% of All Funds
18.15%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
90
Increased
455
Reduced
400
Closed
93
Calls
$569M
Puts
$398M
Net Calls
+$171M
Net Calls Change
+$126K
Name Holding Trade Value Shares
Change
Change in
Stake
MGP
476
Metis Global Partners
California
$1.12M +$503K +12,715 +79%
TFA
477
Transamerica Financial Advisors
Florida
$1.11M +$119K +2,996 +12%
WI
478
WBI Investments
New Jersey
$1.1M -$140K -3,536 -11%
Fifth Third Bancorp
479
Fifth Third Bancorp
Ohio
$1.1M +$104K +2,625 +10%
KRSITF
480
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.1M -$8.47K -214 -0.7%
KIG
481
Kennedy Investment Group
New Jersey
$1.09M +$8.31K +210 +0.8%
SPC
482
Sigma Planning Corp
Michigan
$1.09M +$2.81K +71 +0.3%
RCA
483
Ranch Capital Advisors
Florida
$1.08M +$33.3K +842 +3%
SCM
484
Schnieders Capital Management
California
$1.08M -$301K -7,600 -21%
BCV
485
Banque Cantonale Vaudoise
Switzerland
$1.07M -$4.24K -107 -0.4%
HCM
486
Hutner Capital Management
Vermont
$1.06M -$2.14K -54 -0.2%
RSWM
487
Robertson Stephens Wealth Management
California
$1.06M +$9.07K +229 +0.8%
Fidelity International
488
Fidelity International
Bermuda
$1.05M -$1.13M -28,472 -51%
CCM
489
Chiron Capital Management
Florida
$1.05M -$15.8K -400 -1%
AIA
490
Affinity Investment Advisors
California
$1.05M -$18K -454 -2%
ACM
491
Ategra Capital Management
Virginia
$1.05M
SPWM
492
Straight Path Wealth Management
Michigan
$1.04M
IC
493
IEQ Capital
California
$1.04M +$310K +7,841 +41%
BHIC
494
Bassett Hargrove Investment Counsel
Delaware
$1.04M -$5.94K -150 -0.6%
Verition Fund Management
495
Verition Fund Management
Connecticut
$1.04M -$10.7M -269,711 -91%
EH
496
Equitable Holdings
New York
$1.02M +$440K +11,116 +73%
WS
497
Wedbush Securities
California
$1.01M +$22.4K +566 +2%
WGAM
498
Wilkinson Global Asset Management
New York
$1.01M
LWAM
499
Legacy Wealth Asset Management
Minnesota
$1M -$1.47K -37 -0.1%
BCM
500
Brookstone Capital Management
Illinois
$1M +$7.48K +189 +0.8%

KHC Hedge Fund Activity: Q1 2023 in Review

1,139 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q1 2023, worth a combined $34.7B — down 3.3% from $35.9B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of KHC and 90 opened new positions — a net loss of 3 holders — while 400 trimmed existing stakes and 455 added.

The largest buyer was Bank of America, adding an estimated $827M. The largest seller was Capital World Investors, cutting an estimated $162M.

  • 1,139 institutional investors held Kraft Heinz (KHC) as of Q1 2023, down from 1,166 in Q4 2022.
  • Funds reported $34.7B of Kraft Heinz stock for Q1 2023, down 3.3% quarter-over-quarter.
  • 90 funds opened new Kraft Heinz positions in Q1 2023 and 93 closed out, a net change of -3 holders.
  • The largest Kraft Heinz buyer in Q1 2023 was Bank of America, an estimated $827M added.
  • The largest Kraft Heinz seller in Q1 2023 was Capital World Investors, an estimated $162M sold.

Based on aggregated 13F filings for Q1 2023.