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Kraft Heinz

1,015 hedge funds and large institutions have $30.2B invested in Kraft Heinz in 2021 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 368 increasing their positions, 349 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 92

17% more capital invested

Capital invested by funds: $25.9B → $30.2B (+$4.33B)

15% more call options, than puts

Call options by funds: $527M | Put options by funds: $457M

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

3% more funds holding

Funds holding: 9821,015 (+33)

1.01% more ownership

Funds ownership: 60.72%61.73% (+1%)

5% more repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 349

Holders
1,015
Holders Change
+33
Holders Change %
+3.36%
% of All Funds
17.82%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
136
Increased
368
Reduced
349
Closed
92
Calls
$527M
Puts
$457M
Net Calls
+$70.6M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
626
Nations Financial Group
Iowa
$348K +$36 +1 +0%
SLAM
627
Swiss Life Asset Management
$347K -$22.8K -634 -7%
RWMH
628
Riverpoint Wealth Management Holdings
Illinois
$344K +$2.67K +74 +0.9%
SWMP
629
Signature Wealth Management Partners
New Jersey
$343K
DWT
630
Dorsey & Whitney Trust
South Dakota
$343K +$1.04K +29 +0.3%
EH
631
Equitable Holdings
New York
$342K -$3.31K -92 -1%
AC
632
Avenir Corporation
Virginia
$341K +$307K +8,520 New
SFG
633
Summit Financial Group
West Virginia
$341K +$307K +8,536 New
HT
634
Heritage Trust
Oklahoma
$338K -$4.68K -130 -2%
Bessemer Group
635
Bessemer Group
New Jersey
$336K +$26.7K +740 +10%
CW
636
CreativeOne Wealth
Kansas
$333K +$71.8K +1,993 +31%
SC
637
Shay Capital
New York
$328K +$295K +8,200 New
LWAC
638
Laurel Wealth Advisors (California)
California
$325K -$61.1K -1,696 -17%
ACA
639
Atlas Capital Advisors
Wyoming
$325K +$157K +4,367 +116%
SCA
640
SMH Capital Advisors
Texas
$321K +$9.4K +261 +3%
SLF
641
Sun Life Financial
Ontario, Canada
$321K +$56K +1,555 +24%
CCA
642
Checchi Capital Advisers
California
$319K +$7.71K +214 +3%
Fisher Asset Management
643
Fisher Asset Management
Washington
$319K +$40.2K +1,115 +16%
PFS
644
Prospera Financial Services
Texas
$317K +$15.2K +423 +6%
AOWM
645
Alpha Omega Wealth Management
Virginia
$317K +$17.9K +497 +7%
H
646
HoyleCohen
California
$315K +$283K +7,864 New
PWM
647
Perigon Wealth Management
California
$314K -$17.3K -479 -6%
TCPWM
648
Traverso Chambers Private Wealth Management
California
$313K
MIC
649
Meridian Investment Counsel
California
$311K -$18K -500 -6%
DPIM
650
Duff & Phelps Investment Management
Illinois
$310K

KHC Hedge Fund Activity: Q1 2021 in Review

1,015 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q1 2021, worth a combined $30.2B — up 17% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new KHC positions and 92 closed out — a net gain of 44 holders — while 368 added to existing stakes and 349 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $345M. The largest seller was Franklin Resources, cutting an estimated $134M.

  • 1,015 institutional investors held Kraft Heinz (KHC) as of Q1 2021, up from 982 in Q4 2020.
  • Funds reported $30.2B of Kraft Heinz stock for Q1 2021, up 17% quarter-over-quarter.
  • 136 funds opened new Kraft Heinz positions in Q1 2021 and 92 closed out, a net change of +44 holders.
  • The largest Kraft Heinz buyer in Q1 2021 was Capital World Investors, an estimated $345M added.
  • The largest Kraft Heinz seller in Q1 2021 was Franklin Resources, an estimated $134M sold.

Based on aggregated 13F filings for Q1 2021.