We are live on ! Find out more
KHC icon

Kraft Heinz

1,139 hedge funds and large institutions have $34.7B invested in Kraft Heinz in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 455 increasing their positions, 400 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $569M | Put options by funds: $398M

14% more repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 400

1.46% more ownership

Funds ownership: 71.76%73.22% (+1.5%)

3% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 93

3% less capital invested

Capital invested by funds: $35.9B → $34.7B (-$1.17B)

2% less funds holding

Funds holding: 1,1661,139 (-27)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
1,139
Holders Change
-27
Holders Change %
-2.32%
% of All Funds
18.15%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
90
Increased
455
Reduced
400
Closed
93
Calls
$569M
Puts
$398M
Net Calls
+$171M
Net Calls Change
+$126K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
701
Carson Wealth (CWM LLC)
Nebraska
$365K +$40.9K +1,032 +12%
MM
702
MQS Management
New York
$363K +$372K +9,387 New
SFI
703
SPC Financial Inc
Maryland
$360K +$40 +1 +0%
SWMP
704
Signature Wealth Management Partners
New Jersey
$360K +$1.62K +41 +0.4%
CC
705
Corton Capital
Ontario, Canada
$357K -$174K -4,390 -32%
BOH
706
Bank of Hawaii
Hawaii
$356K -$16.3K -412 -4%
MCA
707
MSH Capital Advisors
Arizona
$355K -$12.6K -319 -3%
TF
708
TIAA FSB
Florida
$355K -$1.07K -27 -0.3%
WSFS
709
Wilmington Savings Fund Society
Delaware
$350K +$44.4K +1,122 +14%
HI
710
Harbour Investments
Wisconsin
$349K +$53.3K +1,346 +18%
EA
711
Ergawealth Advisors
Illinois
$348K
CIM
712
Contravisory Investment Management
Massachusetts
$345K +$12.5K +316 +4%
SYBT
713
Stock Yards Bank & Trust
Kentucky
$345K -$9.42K -238 -3%
Lido Advisors
714
Lido Advisors
California
$345K +$353K +8,915 New
WJWM
715
Williams Jones Wealth Management
New York
$345K -$10.1K -255 -3%
BAM
716
Blueshift Asset Management
New Jersey
$343K +$351K +8,876 New
VVP
717
Venture Visionary Partners
Ohio
$342K +$198 +5 +0.1%
ONST
718
Old North State Trust
North Carolina
$341K
KFP
719
KMG Fiduciary Partners
Ohio
$341K +$38.3K +967 +12%
TCM
720
Teza Capital Management
Illinois
$339K -$686K -17,314 -66%
SFG
721
Summit Financial Group
West Virginia
$339K
CI
722
Cigna Investments
Connecticut
$338K -$7.6K -192 -2%
ESCM
723
Echo Street Capital Management
New York
$336K +$344K +8,693 New
TCM
724
Twin Capital Management
Pennsylvania
$335K -$20.9K -529 -6%
Balyasny Asset Management
725
Balyasny Asset Management
Illinois
$333K +$341K +8,606 New

KHC Hedge Fund Activity: Q1 2023 in Review

1,139 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q1 2023, worth a combined $34.7B — down 3.3% from $35.9B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of KHC and 90 opened new positions — a net loss of 3 holders — while 400 trimmed existing stakes and 455 added.

The largest buyer was Bank of America, adding an estimated $827M. The largest seller was Capital World Investors, cutting an estimated $162M.

  • 1,139 institutional investors held Kraft Heinz (KHC) as of Q1 2023, down from 1,166 in Q4 2022.
  • Funds reported $34.7B of Kraft Heinz stock for Q1 2023, down 3.3% quarter-over-quarter.
  • 90 funds opened new Kraft Heinz positions in Q1 2023 and 93 closed out, a net change of -3 holders.
  • The largest Kraft Heinz buyer in Q1 2023 was Bank of America, an estimated $827M added.
  • The largest Kraft Heinz seller in Q1 2023 was Capital World Investors, an estimated $162M sold.

Based on aggregated 13F filings for Q1 2023.