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Kraft Heinz

841 hedge funds and large institutions have $17.5B invested in Kraft Heinz in 2020 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 297 increasing their positions, 327 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.22% more ownership

Funds ownership: 57.74%57.96% (+0.22%)

9% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 327

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

9% less funds holding

Funds holding: 925841 (-84)

23% less capital invested

Capital invested by funds: $22.7B → $17.5B (-$5.15B)

33% less call options, than puts

Call options by funds: $366M | Put options by funds: $546M

43% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 164

Holders
841
Holders Change
-84
Holders Change %
-9.08%
% of All Funds
18.53%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.33%
New
93
Increased
297
Reduced
327
Closed
164
Calls
$366M
Puts
$546M
Net Calls
-$179M
Net Calls Change
-$48.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
551
Stratos Wealth Advisors
Ohio
$225K -$1.65K -60 -0.7%
KFC
552
Klingenstein Fields & Co
New York
$224K
CAM
553
Crestone Asset Management
Colorado
$224K +$248K +9,059 New
NA
554
NewEdge Advisors
Louisiana
$223K -$69.3K -2,525 -22%
XF
555
XML Financial
Maryland
$222K +$12.7K +464 +5%
IWP
556
Icon Wealth Partners
Texas
$218K +$24.7K +901 +11%
TC
557
Trust Company
Kansas
$218K +$146K +5,315 +151%
BB
558
Busey Bank
Illinois
$217K +$152K +5,537 +170%
MERSOM
559
Municipal Employees' Retirement System of Michigan
Michigan
$216K
ED
560
Exane Derivatives
France
$214K -$289K -10,523 -55%
LNWWM
561
Laird Norton Wetherby Wealth Management
California
$214K -$89K -3,245 -27%
WSFS
562
Wilmington Savings Fund Society
Delaware
$213K +$236K +8,614 New
CIAS
563
Capital Investment Advisory Services
North Carolina
$212K +$16.4K +599 +8%
NG
564
Northstar Group
New York
$211K -$11.9K -433 -5%
TC
565
TownSquare Capital
Utah
$210K -$14.9K -542 -7%
SLAM
566
Swiss Life Asset Management
$209K -$74.4K -2,711 -24%
MAFM
567
Mid Atlantic Financial Management
Pennsylvania
$209K -$25.4K -925 -10%
CCB
568
Cutter & Co Brokerage
Missouri
$208K -$228K -8,327 -50%
MIC
569
Meridian Investment Counsel
California
$208K
Lido Advisors
570
Lido Advisors
California
$208K +$44.4K +1,619 +24%
CCA
571
Checchi Capital Advisers
California
$208K +$231K +8,410 New
Koshinski Asset Management
572
Koshinski Asset Management
Illinois
$207K +$15K +546 +7%
EH
573
Equitable Holdings
New York
$205K -$189K -6,879 -45%
DC
574
DPM Capital
Florida
$204K
SFM
575
Signet Financial Management
New Jersey
$203K

KHC Hedge Fund Activity: Q1 2020 in Review

841 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q1 2020, worth a combined $17.5B — down 23% from $22.7B a quarter earlier.

Sellers outnumbered buyers: 164 funds closed out of KHC and 93 opened new positions — a net loss of 71 holders — while 327 trimmed existing stakes and 297 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $103M. The largest seller was Commerzbank Aktiengesellschaft, cutting an estimated $132M.

  • 841 institutional investors held Kraft Heinz (KHC) as of Q1 2020, down from 925 in Q4 2019.
  • Funds reported $17.5B of Kraft Heinz stock for Q1 2020, down 23% quarter-over-quarter.
  • 93 funds opened new Kraft Heinz positions in Q1 2020 and 164 closed out, a net change of -71 holders.
  • The largest Kraft Heinz buyer in Q1 2020 was T. Rowe Price Associates, an estimated $103M added.
  • The largest Kraft Heinz seller in Q1 2020 was Commerzbank Aktiengesellschaft, an estimated $132M sold.

Based on aggregated 13F filings for Q1 2020.