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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
BFEC
526
Benjamin F. Edwards & Company
Missouri
$365K +$53.2K +1,598 +15%
LNC
527
Lincoln National Corp
Pennsylvania
$364K +$18.6K +560 +5%
CG
528
Caprock Group
Idaho
$362K +$68.8K +2,068 +21%
SLAM
529
Swiss Life Asset Management
$361K -$115K -3,462 -22%
PI
530
Parkside Investments
Illinois
$359K -$166K -5,000 -29%
SACTSONJ
531
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$359K
SA
532
SL Advisors
New Jersey
$353K +$65.1K +1,956 +20%
TCM
533
Twin Capital Management
Pennsylvania
$350K +$389K +11,696 New
DWM
534
Dorchester Wealth Management
Quebec, Canada
$349K -$3.33K -100 -0.9%
RCAG
535
Rehmann Capital Advisory Group
Michigan
$338K -$42.5K -1,277 -10%
ONB
536
Old National Bancorp
Indiana
$333K -$9.25K -278 -2%
CS
537
Cannell & Spears
New York
$330K
HI
538
Horizon Investments
North Carolina
$329K -$180K -5,420 -33%
HVIA
539
Hudson Valley Investment Advisors
New York
$323K -$7.96K -239 -2%
S
540
SignatureFD
Georgia
$322K +$17.1K +515 +5%
UR
541
USCA RIA
Texas
$320K -$7.32K -220 -2%
ICM
542
IMS Capital Management
Oregon
$318K +$354K +10,631 New
CM
543
Columbus Macro
Pennsylvania
$317K -$61.1K -1,836 -15%
JCIA
544
Jackson Creek Investment Advisors
Colorado
$315K +$350K +10,516 New
CNBTD
545
Citizens National Bank Trust Department
Mississippi
$313K
PSUF
546
People's United Financial
Connecticut
$311K -$52.8K -1,586 -13%
PG
547
Pendal Group
Australia
$311K +$346K +10,396 New
LWAC
548
Laurel Wealth Advisors (California)
California
$309K -$26.6K -800 -7%
1IA
549
1834 Investment Advisors
Wisconsin
$307K -$5.72K -172 -2%
CFB
550
Cullen/Frost Bankers
Texas
$306K -$359K -10,774 -51%

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.