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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
GIM
501
Guardian Investment Management
California
$409K -$6.66K -200 -1%
KPWS
502
Kestra Private Wealth Services
Texas
$409K +$454K +13,645 New
BCM
503
Bayesian Capital Management
New York
$407K -$1.22M -36,600 -73%
CCB
504
Cutter & Co Brokerage
Missouri
$407K -$9.49K -285 -2%
ISL
505
Ingalls & Snyder LLC
New York
$404K -$76.7K -2,303 -15%
WPW
506
Waldron Private Wealth
Pennsylvania
$403K +$3.73K +112 +0.8%
SPC
507
Sigma Planning Corp
Michigan
$402K -$19.9K -597 -4%
TAM
508
Taurus Asset Management
New York
$402K
VI
509
Vestcor Inc
New Brunswick, Canada
$402K +$5.96K +179 +1%
DWM
510
Dakota Wealth Management
Florida
$398K -$1.42M -42,750 -76%
RIM
511
Regent Investment Management
Kentucky
$393K -$33.3K -1,000 -7%
NSAM
512
North Star Asset Management
Wisconsin
$393K
XS
513
XR Securities
Illinois
$392K +$15.7K +471 +4%
CWP
514
Capital Wealth Planning
Florida
$390K +$3.06K +92 +0.7%
MLL
515
Moody Lynn & Lieberson
Massachusetts
$387K -$17K -510 -4%
FIA
516
Foundations Investment Advisors
Arizona
$386K -$196K -5,903 -32%
CC
517
Courier Capital
New York
$386K +$34.3K +1,030 +9%
FDS
518
First Dallas Securities
Texas
$379K +$421K +12,655 New
CL
519
Choreo LLC
Illinois
$376K +$5.69K +171 +1%
AAM
520
Auxier Asset Management
Oregon
$373K -$3.33K -100 -0.8%
HCM
521
Highlander Capital Management
New Jersey
$371K
GT
522
Glenview Trust
Kentucky
$370K -$42.4K -1,275 -9%
BCM
523
Brookstone Capital Management
Illinois
$369K +$132K +3,954 +47%
PCIA
524
Prime Capital Investment Advisors
Kansas
$368K +$186K +5,600 +84%
VanEck Associates
525
VanEck Associates
New York
$366K +$406K +12,208 New

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.