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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
CCA
651
Catalyst Capital Advisors
New York
$158K
NSIM
652
North Star Investment Management
Illinois
$154K
MHR
653
Matthew Hamilton Rosenberg
$152K
JWA
654
JFS Wealth Advisors
Pennsylvania
$148K -$99.8K -3,000 -38%
JCM
655
Jacobi Capital Management
Pennsylvania
$140K -$1.2K -36 -0.8%
WIM
656
Westside Investment Management
California
$135K +$23.3K +700 +11%
SAM
657
Shell Asset Management
Netherlands
$134K
HPC
658
HM Payson & Co
Maine
$133K -$57.9K -1,739 -28%
SC
659
SouthState Corp
Florida
$131K +$145K +4,369 New
PK
660
Pflug Koory
Nebraska
$130K -$5.53K -166 -4%
CB
661
Community Bank
New York
$128K -$2.43K -73 -2%
DMK
662
David M. Knott
$127K
SSB
663
Sandy Spring Bank
Maryland
$127K +$133K +3,986 +1,493%
CF
664
Centaurus Financial
California
$126K -$33.9K -1,019 -20%
AF
665
Allworth Financial
California
$126K -$25.1K -753 -15%
MSE
666
MUFG Securities EMEA
United Kingdom
$118K -$139K -4,171 -51%
DAM
667
Delta Asset Management
Tennessee
$118K +$33.3K +1,000 +34%
CFA
668
Carroll Financial Associates
North Carolina
$113K -$3.83K -115 -3%
CAM
669
Close Asset Management
United Kingdom
$113K
FMT
670
First Mercantile Trust
Tennessee
$112K -$26.8K -806 -18%
CFGS
671
Concourse Financial Group Securities
Alabama
$106K -$2.46K -74 -2%
PMAM
672
Penn Mutual Asset Management
Pennsylvania
$101K +$114K +3,415 New
FPB
673
First PREMIER Bank
South Dakota
$100K -$20.2K -606 -15%
PS
674
Planned Solutions
California
$98K +$108K +3,258 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
675
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$94K +$104K +3,137 New

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.