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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
USAA
551
United Services Automobile Association
Texas
$742K -$485K -12,241 -39%
KJWM
552
Kiley Juergens Wealth Management
Washington
$740K -$61.4K -1,550 -7%
MS
553
Madden Securities
Texas
$739K -$97K -2,450 -11%
CAG
554
Csenge Advisory Group
Florida
$738K -$4K -101 -0.5%
JWCA
555
J.W. Cole Advisors
Florida
$732K +$492K +12,425 +191%
MG
556
Marex Group
$731K +$748K +18,902 New
TMAM
557
Tokio Marine Asset Management
Japan
$725K +$94.7K +2,393 +15%
GWM
558
Geneos Wealth Management
Colorado
$722K +$62.5K +1,579 +9%
FGP
559
Foyston, Gordon, & Payne
Ontario, Canada
$712K
API
560
Advisor Partners II
California
$710K +$64K +1,616 +10%
VI
561
Vestcor Inc
New Brunswick, Canada
$687K -$3.56K -90 -0.5%
WWMSC
562
Wagner Wealth Management (South Carolina)
South Carolina
$684K -$419K -10,579 -37%
HNB
563
Huntington National Bank
Ohio
$683K -$88K -2,222 -11%
BBHC
564
Brown Brothers Harriman & Co
New York
$681K +$7.76K +196 +1%
FCCM
565
First City Capital Management
Georgia
$672K +$2.53K +64 +0.4%
DWM
566
Dorchester Wealth Management
Quebec, Canada
$670K -$46.5K -1,175 -6%
GT
567
Greenleaf Trust
Michigan
$666K +$10.2K +257 +2%
SB
568
Simmons Bank
Arkansas
$665K +$15.8K +400 +2%
KA
569
Kintegral Advisory
New York
$662K -$36.4K -920 -5%
CBNLCF
570
Cognios Beta Neutral Large Cap Fund
Kansas
$647K +$659K +16,655 New
FCI
571
Financial Counselors Inc
Kansas
$642K -$21.3K -539 -3%
KIC
572
Kensington Investment Counsel
California
$641K -$282K -7,116 -30%
WAAG
573
Wealth Alliance Advisory Group
Kansas
$638K +$222K +5,596 +51%
BPA
574
Beacon Pointe Advisors
California
$632K +$179K +4,511 +38%
CIC
575
Carnegie Investment Counsel
Ohio
$631K -$150K -3,800 -19%

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.