We are live on ! Find out more
KHC icon

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
TCCM
726
Timber Creek Capital Management
Massachusetts
$14K
TFGT
727
TS Financial Group (TSFG)
Illinois
$14K +$1.62K +59 +12%
KPW
728
Kore Private Wealth
New York
$14K +$6.14K +224 +63%
BL
729
Balentine LLC
Georgia
$14K +$10.3K +375 +191%
VRM
730
Vectors Research Management
New York
$13K
WOC
731
West Oak Capital
California
$13K
MFT
732
Moisand Fitzgerald Tamayo
Florida
$13K +$14.1K +515 +2,239%
WEC
733
Winslow Evans & Crocker
Massachusetts
$12K -$933 -34 -8%
CIAS
734
CBIZ Investment Advisory Services
Ohio
$12K
DSC
735
Duncker Streett & Co
Missouri
$12K
FMTCOCP
736
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K
GTAM
737
Global Trust Asset Management
Florida
$12K +$549 +20 +4%
CB
738
CNB Bank
Pennsylvania
$12K +$6.86K +250 +111%
AIM
739
Arcadia Investment Management
Michigan
$12K +$13.7K +500 New
WPA
740
West Paces Advisors
Georgia
$11.5K -$1.37K -50 -10%
AA
741
Advisory Alpha
Michigan
$11.2K +$6.67K +243 +162%
FWM
742
Filbrandt Wealth Management
Wisconsin
$11K
NC
743
NewSquare Capital
Pennsylvania
$11K +$1.92K +70 +18%
MPWT
744
MassMutual Private Wealth & Trust
Connecticut
$10K -$19.8K -722 -63%
WCM
745
Wealthcare Capital Management
Virginia
$10K -$1.98K -72 -16%
TIM
746
Tortoise Investment Management
New York
$10K -$741 -27 -6%
LAS
747
Lloyd Advisory Services
Georgia
$10K +$165 +6 +2%
CCM
748
Cox Capital Management
Massachusetts
$10K +$8.23K +300 New
PP
749
PrairieView Partners
Minnesota
$10K +$11K +400 New
FANJ
750
Financial Architects (New Jersey)
New Jersey
$9K -$15K -548 -59%

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.