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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
TAIM
701
TD Ameritrade Investment Management
Nebraska
$65K +$72.4K +2,174 New
AAP
702
Arax Advisory Partners
Colorado
$64K +$1.46K +44 +2%
C
703
Cerebellum
California
$64K +$18.5K +557 +35%
KTC
704
Kistler-Tiffany Companies
Pennsylvania
$62K
BCM
705
Blume Capital Management
California
$60K
FQ
706
First Quadrant
California
$60K
AWA
707
Arkadios Wealth Advisors
Georgia
$59.4K +$566 +17 +0.9%
RCG
708
Rock Creek Group
District of Columbia
$59K +$15.5K +465 +31%
TPWA
709
TRUE Private Wealth Advisors
Oregon
$56K -$17K -512 -21%
HCM
710
Horrell Capital Management
Arkansas
$55K
FHA
711
First Horizon Advisors
Tennessee
$52K -$57.8K -1,737 -50%
VNA
712
Valley National Advisers
Pennsylvania
$52K +$666 +20 +1%
ST
713
Smithfield Trust
Pennsylvania
$52K +$8.82K +265 +18%
GSWM
714
Golden State Wealth Management
California
$50K +$55.1K +1,654 New
BAM
715
Bellevue Asset Management
Washington
$49K -$12.1K -364 -18%
FPFS
716
First Personal Financial Services
North Carolina
$48K -$18.9K -567 -26%
LC
717
Lindbrook Capital
California
$48K +$533 +16 +1%
GWMIA
718
Global Wealth Management Investment Advisory
Florida
$47K -$366 -11 -0.7%
GCM
719
Gables Capital Management
Florida
$47K
WB
720
Webster Bank
Connecticut
$45K -$5.53K -166 -10%
SBL
721
Sargent Bickham Lagudis
Colorado
$42K +$38K +1,143 +440%
PWM
722
Provident Wealth Management
Tennessee
$42K +$46.6K +1,400 New
TFO
723
Tarbox Family Office
California
$41K
PFGIA
724
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$7.75K +233 +21%
TWA
725
TCI Wealth Advisors
Arizona
$38K -$6.16K -185 -13%

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.