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Kraft Heinz

841 hedge funds and large institutions have $17.5B invested in Kraft Heinz in 2020 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 297 increasing their positions, 327 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.22% more ownership

Funds ownership: 57.74%57.96% (+0.22%)

9% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 327

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

9% less funds holding

Funds holding: 925841 (-84)

23% less capital invested

Capital invested by funds: $22.7B → $17.5B (-$5.15B)

33% less call options, than puts

Call options by funds: $366M | Put options by funds: $546M

43% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 164

Holders
841
Holders Change
-84
Holders Change %
-9.08%
% of All Funds
18.53%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.33%
New
93
Increased
297
Reduced
327
Closed
164
Calls
$366M
Puts
$546M
Net Calls
-$179M
Net Calls Change
-$48.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
651
Procyon Advisors
Connecticut
$40K +$7.65K +279 +21%
SNT
652
Security National Trust
West Virginia
$40K +$12.5K +454 +38%
GCM
653
Gables Capital Management
Florida
$39K
MCM
654
Manchester Capital Management
Vermont
$38K
TPCW
655
TD Private Client Wealth
New York
$37.1K -$9.93K -362 -19%
LC
656
Lindbrook Capital
California
$37K -$1.13K -41 -3%
GEA
657
Glen Eagle Advisors
New Jersey
$34.7K
ST
658
Smithfield Trust
Pennsylvania
$34K -$50.1K -1,827 -57%
TWA
659
TCI Wealth Advisors
Arizona
$34K -$11.8K -432 -24%
BCWM
660
Bartlett & Co Wealth Management
Ohio
$33.4K
AF
661
Advisornet Financial
Minnesota
$33K -$61.9K -2,257 -63%
PMFA
662
Plante Moran Financial Advisors
Michigan
$33K -$1.92K -70 -5%
BC
663
Bartlett & Co
Ohio
$33K +$37.1K +1,351 New
CT
664
Caldwell Trust
Florida
$32.3K -$14.6K -534 -29%
GRP
665
Global Retirement Partners
California
$32K -$5.08K -185 -12%
AAP
666
Arax Advisory Partners
Colorado
$32K +$11.6K +424 +49%
SIC
667
Salem Investment Counselors
North Carolina
$31K -$12.6K -461 -27%
GWMIA
668
Global Wealth Management Investment Advisory
Florida
$31K
RFA
669
Reilly Financial Advisors
California
$31K +$2.74K +100 +9%
HB
670
Horizon Bancorp
Indiana
$31K +$9.49K +346 +38%
CBT
671
Central Bank & Trust
Kentucky
$30K
VCM
672
Vigilant Capital Management
Maine
$29K
HGWM
673
Harvest Group Wealth Management
Massachusetts
$29K +$165 +6 +0.5%
CA
674
Clearstead Advisors
Ohio
$29K +$32.1K +1,172 New
KPCM
675
Kings Point Capital Management
New York
$28K

KHC Hedge Fund Activity: Q1 2020 in Review

841 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q1 2020, worth a combined $17.5B — down 23% from $22.7B a quarter earlier.

Sellers outnumbered buyers: 164 funds closed out of KHC and 93 opened new positions — a net loss of 71 holders — while 327 trimmed existing stakes and 297 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $103M. The largest seller was Commerzbank Aktiengesellschaft, cutting an estimated $132M.

  • 841 institutional investors held Kraft Heinz (KHC) as of Q1 2020, down from 925 in Q4 2019.
  • Funds reported $17.5B of Kraft Heinz stock for Q1 2020, down 23% quarter-over-quarter.
  • 93 funds opened new Kraft Heinz positions in Q1 2020 and 164 closed out, a net change of -71 holders.
  • The largest Kraft Heinz buyer in Q1 2020 was T. Rowe Price Associates, an estimated $103M added.
  • The largest Kraft Heinz seller in Q1 2020 was Commerzbank Aktiengesellschaft, an estimated $132M sold.

Based on aggregated 13F filings for Q1 2020.