We are live on ! Find out more
KHC icon

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
IRC
576
Investors Research Corp
Georgia
$627K -$8.91K -225 -1%
TWC
577
TD Waterhouse Canada
Ontario, Canada
$626K -$71K -1,792 -11%
WWM
578
Western Wealth Management
Colorado
$623K +$433K +10,924 +211%
HIA
579
Harbor Investment Advisory
Maryland
$611K -$14.8K -373 -2%
CFB
580
Cullen/Frost Bankers
Texas
$610K -$144K -3,639 -19%
MCM
581
MAI Capital Management
Ohio
$609K -$56.1K -1,416 -8%
NSEDCP
582
NJ State Employees Deferred Compensation Plan
New Jersey
$593K
LIM
583
Longfellow Investment Management
Massachusetts
$589K
SS
584
Simplicity Solutions
Minnesota
$586K -$6.22K -157 -1%
BFG
585
Bleakley Financial Group
New Jersey
$586K +$25.1K +634 +4%
SDIC
586
South Dakota Investment Council
South Dakota
$584K
LWM
587
LJI Wealth Management
Indiana
$582K -$11.3K -285 -2%
AWM
588
Apollon Wealth Management
South Carolina
$574K +$109K +2,753 +23%
EFMC
589
Empire Financial Management Company
New York
$573K +$587K +14,826 New
OIA
590
OneDigital Investment Advisors
Kansas
$572K -$4.36K -110 -0.7%
Lazard Asset Management
591
Lazard Asset Management
New York
$569K -$4.79K -121 -0.8%
CCM
592
Coldstream Capital Management
Washington
$567K +$1.35K +34 +0.2%
TC
593
TownSquare Capital
Utah
$566K +$61.3K +1,547 +12%
CS
594
Comerica Securities
Michigan
$565K -$277 -7 -0%
WG
595
Welch Group
Alabama
$562K +$713 +18 +0.1%
SC
596
Steph & Co
Wisconsin
$561K +$42.8K +1,080 +8%
WPW
597
Waldron Private Wealth
Pennsylvania
$559K +$44.9K +1,133 +8%
PAS
598
Park Avenue Securities
New York
$556K +$104K +2,623 +22%
BV
599
Boxwood Ventures
Illinois
$555K
NSAM
600
North Star Asset Management
Wisconsin
$555K

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.