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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
WB
676
West Bancorporation
Iowa
$28K
TFO
677
Tarbox Family Office
California
$28K +$2.41K +88 +8%
HIA
678
Harbor Investment Advisory
Maryland
$27K -$10.9K -398 -26%
GWS
679
Glassman Wealth Services
Virginia
$27K -$10.6K -387 -26%
WAS
680
Winch Advisory Services
Wisconsin
$27K +$137 +5 +0.5%
LWCFA
681
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27K +$22.6K +825 +324%
SWA
682
Sutton Wealth Advisors
Florida
$25.8K -$13.5K -492 -32%
GFPC
683
Global Financial Private Client
Florida
$25.5K
DOA
684
D'Orazio & Associates
Virginia
$25K -$631 -23 -2%
HCM
685
Horrell Capital Management
Arkansas
$25K
PFBT
686
Parkside Financial Bank & Trust
Missouri
$25K +$5.46K +199 +25%
DWM
687
Darwin Wealth Management
Florida
$25K +$29.2K +1,064 New
ARMC
688
American Research & Management Company
Massachusetts
$24K
BCA
689
Berman Capital Advisors
Georgia
$24K +$7.08K +258 +34%
HI
690
Hudock Inc
Pennsylvania
$23K +$5.18K +189 +25%
GI
691
Gradient Investments
Minnesota
$23K +$13.7K +500 +114%
PFGIA
692
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$1.78K +65 +8%
KFI
693
Key Financial Inc
Pennsylvania
$22K +$24K +874 New
ETC
694
Exchange Traded Concepts
Oklahoma
$22K +$24.6K +895 New
PB
695
Pinnacle Bancorp
Nebraska
$21K -$8.23K -300 -26%
CHA
696
Carmichael Hill & Associates
Maryland
$21K
BWA
697
BDO Wealth Advisors
Florida
$21K +$9.05K +330 +64%
AIM
698
Anchor Investment Management
South Carolina
$20.7K -$4.12K -150 -15%
BDWM
699
Brewin Dolphin Wealth Management
Ireland
$20.6K -$15.3K -558 -40%
SAM
700
S.A. Mason
Michigan
$20K -$16.5K -600 -43%

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.