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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
EWM
676
Endurance Wealth Management
Rhode Island
$90K
FMLI
677
Fukoku Mutual Life Insurance
Japan
$90K
QCG
678
Quadrant Capital Group
Ohio
$89K -$10.8K -324 -10%
EFSCE
679
Enterprise Financial Services Corp (EFSC)
Missouri
$87K
TPCW
680
TD Private Client Wealth
New York
$83.3K +$9.15K +275 +11%
SIM
681
Sonora Investment Management
Arizona
$82K +$3.46K +104 +4%
HA
682
H2O AM
United Kingdom
$81K
NIM
683
NuWave Investment Management
New Jersey
$81K +$76.8K +2,306 +596%
BFC
684
Bedel Financial Consulting
Indiana
$80K +$33 +1 +0%
HMS
685
Hanseatic Management Services
New Mexico
$78K +$87K +2,613 New
TFM
686
TFC Financial Management
Massachusetts
$76K +$83.9K +2,522 New
CI
687
CX Institutional
Indiana
$75K +$333 +10 +0.4%
FFA
688
Founders Financial Alliance
North Carolina
$75K +$83.6K +2,512 New
MCA
689
Mercer Capital Advisers
New Jersey
$74K
PP
690
Pacifica Partners
Canada
$73K
CAW
691
Cornerstone Advisors (Washington)
Washington
$71K -$999 -30 -1%
RIM
692
Rampart Investment Management
Connecticut
$68K -$80.9K -2,432 -52%
TI
693
tru Independence
Oregon
$67K -$1.69M -50,722 -96%
CFO
694
CVA Family Office
Colorado
$67K
BCA
695
Berman Capital Advisors
Georgia
$67K +$36K +1,082 +90%
GRP
696
Global Retirement Partners
California
$66K -$233 -7 -0.3%
HCP
697
Hexagon Capital Partners
Arkansas
$66K +$69.7K +2,094 New
MLFP
698
MPS Loria Financial Planners
Illinois
$65K -$3.5K -105 -5%
Lazard Asset Management
699
Lazard Asset Management
New York
$65K
MIFH
700
Migdal Insurance & Financial Holdings
Israel
$65K +$15.3K +461 +27%

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.