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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
SM
601
STF Management
Texas
$546K +$236K +5,951 +73%
AIC
602
Archer Investment Corporation
Indiana
$542K +$23.1K +583 +4%
AAM
603
Advisors Asset Management
Colorado
$542K +$36K +910 +7%
RAG
604
RIA Advisory Group
Iowa
$538K +$549K +13,878 New
AOWM
605
Alpha Omega Wealth Management
Virginia
$533K +$29.9K +756 +6%
ZIG
606
Zullo Investment Group
Pennsylvania
$529K +$40 +1 +0%
TIM
607
Thompson Investment Management
Wisconsin
$528K -$2.12M -53,480 -80%
RT
608
Rockland Trust
Massachusetts
$526K +$64K +1,616 +13%
MLL
609
Moody Lynn & Lieberson
Massachusetts
$525K +$6.69K +169 +1%
IAN
610
Integrated Advisors Network
Texas
$524K +$93.7K +2,367 +21%
WSCM
611
Wellington Shields Capital Management
New York
$524K +$119 +3 +0%
IFG
612
Independent Financial Group
California
$521K +$17.5K +442 +3%
WCM
613
Wallace Capital Management
Texas
$516K +$317 +8 +0.1%
AAIS
614
ABN AMRO Investment Solutions
$514K +$527K +13,301 New
TIA
615
Traphagen Investment Advisors
New Jersey
$513K +$79 +2 +0%
SM
616
Sweeney & Michel
California
$503K +$527K +13,308 New
CC
617
Claybrook Capital
Massachusetts
$503K
Bessemer Group
618
Bessemer Group
New Jersey
$502K -$30.1K -759 -6%
ABC
619
Associated Banc-Corp
Wisconsin
$501K -$7.52K -190 -1%
Parallax Volatility Advisers
620
Parallax Volatility Advisers
California
$497K +$502K +12,675 +7,042%
S
621
SignatureFD
Georgia
$496K -$60.3K -1,523 -11%
MSFS
622
Main Street Financial Solutions
Pennsylvania
$495K +$7.8K +197 +2%
BF
623
BOK Financial
Oklahoma
$495K -$346K -8,749 -41%
CG
624
Caprock Group
Idaho
$493K -$1.58K -40 -0.3%
HT
625
Headlands Technologies
Illinois
$487K +$118K +2,990 +31%

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.