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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
MWPCG
626
Measured Wealth Private Client Group
New Hampshire
$214K -$79.9K -2,400 -25%
NA
627
NewEdge Advisors
Louisiana
$214K -$36.4K -1,093 -13%
QT
628
Quantamental Technologies
New York
$213K -$75.6K -2,272 -24%
KWM
629
Kingsview Wealth Management
Oregon
$213K -$6.56K -197 -3%
BT
630
Brandywine Trust
Delaware
$213K
LS
631
Livforsakringsbolaget Skandia
Sweden
$213K
ONST
632
Old North State Trust
North Carolina
$212K -$12K -361 -5%
WAM
633
Wakefield Asset Management
Colorado
$212K -$699 -21 -0.3%
WTB
634
Washington Trust Bank
Washington
$208K -$181K -5,453 -44%
TI
635
Trexquant Investment
Connecticut
$207K +$230K +6,921 New
CGA
636
Crescent Grove Advisors
Illinois
$206K +$100 +3 +0%
TC
637
TownSquare Capital
Utah
$206K +$1.33K +40 +0.6%
LCM
638
Logan Capital Management
Pennsylvania
$204K
GLA
639
Good Life Advisors
Pennsylvania
$203K -$10.2K -307 -4%
BBA
640
BLB&B Advisors
Pennsylvania
$203K +$2.26K +68 +1%
AC
641
Avestar Capital
New York
$202K +$220K +6,612 New
TCOV
642
Trust Company of Vermont
Vermont
$200K +$25.2K +756 +13%
IA
643
IFP Advisors
Florida
$198K -$44.5K -1,338 -17%
AWM
644
Avior Wealth Management
Nebraska
$198K +$219K +6,594 +11,775%
Carson Wealth (CWM LLC)
645
Carson Wealth (CWM LLC)
Nebraska
$187K
CIA
646
CSat Investment Advisory
Michigan
$184K +$17.8K +536 +10%
RMC
647
Resources Management Corp
Connecticut
$169K -$13.6K -410 -7%
FWM
648
Focused Wealth Management
New York
$166K -$6.52K -196 -3%
OIA
649
Optimum Investment Advisors
Illinois
$163K
WTC
650
WhitTier Trust Company
Nevada
$160K

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.