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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
APW
676
Aurora Private Wealth
New Jersey
$281K -$108K -3,007 -30%
Cerity Partners
677
Cerity Partners
New York
$281K -$47K -1,304 -16%
IFWM
678
Institute for Wealth Management
Colorado
$281K -$20.1K -559 -7%
CIAS
679
Capital Investment Advisory Services
North Carolina
$278K -$19.6K -545 -7%
M1FG
680
Mach-1 Financial Group
Arkansas
$278K
CPSC
681
Carl P. Sherr & Co
Massachusetts
$277K -$10.8K -300 -4%
UCI
682
Uncommon Cents Investing
Wisconsin
$277K +$14.4K +400 +6%
PA
683
Parallel Advisors
California
$276K +$16.3K +452 +7%
CL
684
Choreo LLC
Illinois
$274K -$142K -3,954 -37%
AMIM
685
Aull & Monroe Investment Management
Alabama
$273K -$12.6K -350 -5%
LCM
686
Logan Capital Management
Pennsylvania
$272K
MWPCG
687
Measured Wealth Private Client Group
New Hampshire
$269K
MFA
688
Mayflower Financial Advisors
Massachusetts
$269K +$13K +360 +6%
JSC
689
Jackson Square Capital
California
$268K +$242K +6,712 New
TC
690
TownSquare Capital
Utah
$267K -$2.34K -65 -1%
WAM
691
Wakefield Asset Management
Colorado
$266K -$16.4K -454 -6%
CT
692
Clearstead Trust
Maine
$265K
AWM
693
Avior Wealth Management
Nebraska
$265K +$36 +1 +0%
UR
694
USCA RIA
Texas
$263K
TFS
695
Thoroughbred Financial Services
Tennessee
$261K +$9.69K +269 +4%
SFO
696
Stokes Family Office
Louisiana
$258K +$36 +1 +0%
P
697
Pitcairn
Pennsylvania
$257K +$231K +6,415 New
PMAM
698
Penn Mutual Asset Management
Pennsylvania
$256K -$6.3K -175 -3%
WSC
699
Wellington Shields & Co
New York
$253K -$9.94K -276 -4%
PTC
700
Private Trust Company
Ohio
$253K +$14.8K +411 +7%

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.