We are live on ! Find out more
KHC icon

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
MA
601
MONECO Advisors
Connecticut
$237K +$2.93K +88 +1%
SPI
602
Santori & Peters Inc
Pennsylvania
$237K +$264K +7,920 New
TCPWM
603
Traverso Chambers Private Wealth Management
California
$235K -$2.7K -81 -1%
FFN
604
Focus Financial Network
Minnesota
$234K +$48.5K +1,458 +23%
NFG
605
Nations Financial Group
Iowa
$234K +$3.36K +101 +1%
SCA
606
SMH Capital Advisors
Texas
$233K -$8.32K -250 -3%
BIM
607
Bridges Investment Management
Nebraska
$233K -$2.2K -66 -0.8%
IAIM
608
International Assets Investment Management
Florida
$232K -$58.7K -1,765 -19%
FNBT
609
FineMark National Bank & Trust
Florida
$232K +$67 +2 +0%
APP
610
Avantax Planning Partners
Iowa
$231K +$8.62K +259 +3%
PA
611
Parallel Advisors
California
$228K +$3.63K +109 +1%
AMIM
612
Aull & Monroe Investment Management
Alabama
$225K -$11.1K -333 -4%
VAS
613
Vestmark Advisory Solutions
Massachusetts
$225K +$250K +7,504 New
LG
614
LaFleur & Godfrey
Michigan
$224K +$248K +7,465 New
Fisher Asset Management
615
Fisher Asset Management
Washington
$224K +$249K +7,479 New
DILIC
616
Dai-ichi Life Insurance Company
Japan
$221K -$17.8K -535 -7%
HWA
617
Heritage Wealth Advisors
Virginia
$221K
NIC
618
Northwest Investment Counselors
Oregon
$220K -$8.59K -258 -3%
Credit Agricole
619
Credit Agricole
France
$219K -$143K -4,310 -37%
DIM
620
DC Investments Management
Virginia
$219K +$243K +7,299 New
CPSC
621
Carl P. Sherr & Co
Massachusetts
$217K -$1.7K -51 -0.7%
AOWM
622
Alpha Omega Wealth Management
Virginia
$217K -$33 -1 -0%
DPIM
623
Duff & Phelps Investment Management
Illinois
$217K
TI
624
Truehand Inc
New Hampshire
$217K
ADMI
625
Albert D. Mason Inc
Massachusetts
$215K

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.