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Kraft Heinz

890 hedge funds and large institutions have $23B invested in Kraft Heinz in 2020 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 310 increasing their positions, 307 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 81

32% more capital invested

Capital invested by funds: $17.5B → $23B (+$5.52B)

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

6% more funds holding

Funds holding: 841890 (+49)

1.01% more ownership

Funds ownership: 57.96%58.97% (+1%)

1% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 307

32% less call options, than puts

Call options by funds: $369M | Put options by funds: $544M

Holders
890
Holders Change
+49
Holders Change %
+5.83%
% of All Funds
18.25%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.35%
New
135
Increased
310
Reduced
307
Closed
81
Calls
$369M
Puts
$544M
Net Calls
-$176M
Net Calls Change
+$3.86M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
576
Perigon Wealth Management
California
$263K +$248K +8,250 New
Cerity Partners
577
Cerity Partners
New York
$263K +$249K +8,278 New
EH
578
Equitable Holdings
New York
$259K -$5.32K -177 -2%
CI
579
Capital International
California
$258K +$243K +8,100 New
MSE
580
MUFG Securities EMEA
United Kingdom
$258K +$243K +8,104 New
FG
581
Fiduciary Group
Georgia
$256K +$241K +8,017 New
SCA
582
SMH Capital Advisors
Texas
$256K +$241K +8,021 New
Koshinski Asset Management
583
Koshinski Asset Management
Illinois
$255K -$11.5K -382 -5%
IA
584
IFP Advisors
Florida
$254K +$55K +1,831 +30%
JWA
585
JFS Wealth Advisors
Pennsylvania
$253K +$106K +3,527 +80%
DILIC
586
Dai-ichi Life Insurance Company
Japan
$252K -$784K -26,101 -77%
IFWM
587
Institute for Wealth Management
Colorado
$252K +$237K +7,897 New
TCPWM
588
Traverso Chambers Private Wealth Management
California
$252K +$238K +7,916 New
BIM
589
Bridges Investment Management
Nebraska
$251K +$236K +7,854 New
AMIM
590
Aull & Monroe Investment Management
Alabama
$250K +$236K +7,859 New
MA
591
MONECO Advisors
Connecticut
$249K +$235K +7,811 New
FNBT
592
FineMark National Bank & Trust
Florida
$247K +$232K +7,730 New
NFG
593
Nations Financial Group
Iowa
$246K +$231K +7,706 New
NIC
594
Northwest Investment Counselors
Oregon
$242K +$228K +7,598 New
KCM
595
Kendall Capital Management
Maryland
$241K +$227K +7,555 New
NG
596
Northstar Group
New York
$240K -$30K -1,000 -12%
PA
597
Parallel Advisors
California
$238K +$94.7K +3,154 +73%
APP
598
Avantax Planning Partners
Iowa
$238K +$224K +7,450 New
ONST
599
Old North State Trust
North Carolina
$238K +$224K +7,451 New
HWA
600
Heritage Wealth Advisors
Virginia
$235K

KHC Hedge Fund Activity: Q2 2020 in Review

890 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q2 2020, worth a combined $23B — up 32% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new KHC positions and 81 closed out — a net gain of 54 holders — while 310 added to existing stakes and 307 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $212M. The largest seller was Susquehanna International Group, cutting an estimated $91.5M.

  • 890 institutional investors held Kraft Heinz (KHC) as of Q2 2020, up from 841 in Q1 2020.
  • Funds reported $23B of Kraft Heinz stock for Q2 2020, up 32% quarter-over-quarter.
  • 135 funds opened new Kraft Heinz positions in Q2 2020 and 81 closed out, a net change of +54 holders.
  • The largest Kraft Heinz buyer in Q2 2020 was Capital International Investors, an estimated $212M added.
  • The largest Kraft Heinz seller in Q2 2020 was Susquehanna International Group, an estimated $91.5M sold.

Based on aggregated 13F filings for Q2 2020.