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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
GAM
701
Gemmer Asset Management
California
$20K -$10.6K -387 -33%
RWA
702
Ropes Wealth Advisors
Massachusetts
$20K -$2.85K -104 -12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
703
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$19K -$13.1K -476 -38%
Acadian Asset Management
704
Acadian Asset Management
Massachusetts
$19K
WFMPM
705
Woodley Farra Manion Portfolio Management
Indiana
$18K -$5.49K -200 -21%
FWM
706
Focused Wealth Management
New York
$18K +$110 +4 +0.5%
CAL
707
Capital Advisors Ltd
Ohio
$18K +$329 +12 +2%
SIM
708
Sentry Investment Management
Wisconsin
$17K -$1.02M -37,342 -98%
CFD
709
Creative Financial Designs
Indiana
$17K -$20.6K -750 -52%
ADL
710
Asset Dedication LLC
California
$17K -$3.54K -129 -15%
SCM
711
Silvant Capital Management
Georgia
$17K
SWM
712
Sugarloaf Wealth Management
Georgia
$16K -$1.4K -51 -7%
TL
713
TrueWealth LLC
Georgia
$16K -$219 -8 -1%
EDRH
714
Edmond de Rothschild Holding
Switzerland
$16K
OSNBOA
715
Old Second National Bank of Aurora
Illinois
$16K
Loomis, Sayles & Company
716
Loomis, Sayles & Company
Massachusetts
$15K -$49.6K -1,807 -75%
ACM
717
AUA Capital Management
Pennsylvania
$15K
FRA
718
Front Row Advisors
California
$15K
TF
719
TimeScale Financial
Massachusetts
$15K
IFAM
720
Institutional & Family Asset Management
Colorado
$15K +$82 +3 +0.5%
BG
721
Bollard Group
Massachusetts
$15K +$110 +4 +0.6%
ZB
722
Zions Bancorporation
Utah
$15K +$3.18K +116 +23%
PI
723
PineBridge Investments
New York
$14K -$21K -767 -57%
BAM
724
Barrett Asset Management
New York
$14K
OC
725
Oakworth Capital
Alabama
$14K

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.