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Kraft Heinz

1,164 hedge funds and large institutions have $33B invested in Kraft Heinz in 2023 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 495 increasing their positions, 359 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $406M | Put options by funds: $291M

39% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 83

38% more repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 359

2.57% more ownership

Funds ownership: 73.22%75.79% (+2.6%)

2% more funds holding

Funds holding: 1,1391,164 (+25)

5% less capital invested

Capital invested by funds: $34.7B → $33B (-$1.71B)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
1,164
Holders Change
+25
Holders Change %
+2.19%
% of All Funds
18.28%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.17%
New
115
Increased
495
Reduced
359
Closed
83
Calls
$406M
Puts
$291M
Net Calls
+$114M
Net Calls Change
-$56.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
701
Johnson Investment Counsel
Ohio
$399K -$3.42K -89 -0.8%
SPA
702
Sherbrooke Park Advisers
New York
$398K +$431K +11,200 New
BL
703
Balentine LLC
Georgia
$397K -$374K -9,725 -47%
CIA
704
Citadel Investment Advisory
Ohio
$397K -$11K -285 -2%
CC
705
Courier Capital
New York
$397K -$3.19K -83 -0.7%
LNWWM
706
Laird Norton Wetherby Wealth Management
California
$391K -$36.7K -953 -8%
PCS
707
Personal CFO Solutions
New Jersey
$385K +$169K +4,397 +68%
Federated Hermes
708
Federated Hermes
Pennsylvania
$381K -$3.36M -87,429 -89%
DIM
709
Delta Investment Management
California
$380K
MA
710
MONECO Advisors
Connecticut
$377K +$11.5K +299 +3%
WC
711
Westhampton Capital
North Carolina
$374K
EFM
712
E Fund Management
China
$374K -$72K -1,871 -15%
HI
713
Horizon Investments
North Carolina
$373K +$38.5K +1,001 +11%
FA
714
FDx Advisors
Illinois
$373K +$190K +4,928 +88%
OP
715
ORG Partners
Indiana
$372K +$400K +10,394 New
AAM
716
Advisors Asset Management
Colorado
$371K -$137K -3,556 -25%
CC
717
Corton Capital
Ontario, Canada
$370K +$45.6K +1,186 +13%
MCWS
718
McKinley Carter Wealth Services
West Virginia
$369K
FMAEN1
719
Fund Management at Engine No 1
California
$368K +$28K +728 +8%
FIBT
720
First International Bank & Trust
North Dakota
$368K +$7.35K +191 +2%
NAM
721
NTV Asset Management
West Virginia
$366K
CF
722
Clarity Financial
Texas
$364K +$394K +10,247 New
WSFS
723
Wilmington Savings Fund Society
Delaware
$360K +$41K +1,067 +12%
SFI
724
SPC Financial Inc
Maryland
$355K +$26.8K +697 +7%
ES
725
ETF Store
Kansas
$355K +$25.6K +665 +7%

KHC Hedge Fund Activity: Q2 2023 in Review

1,164 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q2 2023, worth a combined $33B — down 4.9% from $34.7B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new KHC positions and 83 closed out — a net gain of 32 holders — while 495 added to existing stakes and 359 trimmed.

The largest buyer was BlackRock, adding an estimated $264M. The largest seller was Norges Bank, cutting an estimated $231M.

  • 1,164 institutional investors held Kraft Heinz (KHC) as of Q2 2023, up from 1,139 in Q1 2023.
  • Funds reported $33B of Kraft Heinz stock for Q2 2023, down 4.9% quarter-over-quarter.
  • 115 funds opened new Kraft Heinz positions in Q2 2023 and 83 closed out, a net change of +32 holders.
  • The largest Kraft Heinz buyer in Q2 2023 was BlackRock, an estimated $264M added.
  • The largest Kraft Heinz seller in Q2 2023 was Norges Bank, an estimated $231M sold.

Based on aggregated 13F filings for Q2 2023.