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Kraft Heinz

890 hedge funds and large institutions have $23B invested in Kraft Heinz in 2020 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 310 increasing their positions, 307 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 81

32% more capital invested

Capital invested by funds: $17.5B → $23B (+$5.52B)

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

6% more funds holding

Funds holding: 841890 (+49)

1.01% more ownership

Funds ownership: 57.96%58.97% (+1%)

1% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 307

32% less call options, than puts

Call options by funds: $369M | Put options by funds: $544M

Holders
890
Holders Change
+49
Holders Change %
+5.83%
% of All Funds
18.25%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.35%
New
135
Increased
310
Reduced
307
Closed
81
Calls
$369M
Puts
$544M
Net Calls
-$176M
Net Calls Change
+$3.86M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
726
Berman Capital Advisors
Georgia
$37K +$6K +200 +20%
HGWM
727
Harvest Group Wealth Management
Massachusetts
$36K -$931 -31 -3%
WB
728
West Bancorporation
Iowa
$36K
WAS
729
Winch Advisory Services
Wisconsin
$35K +$120 +4 +0.4%
PFGIA
730
Patriot Financial Group Insurance Agency
Massachusetts
$35K +$5.38K +179 +20%
PIMG
731
Patriot Investment Management Group
Tennessee
$34.1K +$32.1K +1,070 New
AF
732
Advisornet Financial
Minnesota
$34K -$8.71K -290 -22%
SCM
733
Silvant Capital Management
Georgia
$34K +$11.2K +372 +55%
SWA
734
Sutton Wealth Advisors
Florida
$33.5K +$270 +9 +0.9%
DOA
735
D'Orazio & Associates
Virginia
$33K
GI
736
Gradient Investments
Minnesota
$32K +$2.07K +69 +7%
ARMC
737
American Research & Management Company
Massachusetts
$31K
HIIFS
738
Harel Insurance Investments & Financial Services
Israel
$31K +$28.9K +962 New
GFPC
739
Global Financial Private Client
Florida
$30.7K -$3.18K -106 -10%
AIM
740
Anchor Investment Management
South Carolina
$29.9K +$3K +100 +12%
PMFA
741
Plante Moran Financial Advisors
Michigan
$27K -$14.8K -494 -37%
KPCM
742
Kings Point Capital Management
New York
$27K -$9.01K -300 -26%
CHA
743
Carmichael Hill & Associates
Maryland
$27K
RWA
744
Ropes Wealth Advisors
Massachusetts
$27K +$1.2K +40 +5%
BDWM
745
Brewin Dolphin Wealth Management
Ireland
$26.6K
HI
746
Hudock Inc
Pennsylvania
$26K -$3.51K -117 -12%
SAM
747
S.A. Mason
Michigan
$26K
SIC
748
Salem Investment Counselors
North Carolina
$25K -$14.1K -468 -37%
PB
749
Pinnacle Bancorp
Nebraska
$25K -$2.7K -90 -10%
Acadian Asset Management
750
Acadian Asset Management
Massachusetts
$25K

KHC Hedge Fund Activity: Q2 2020 in Review

890 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q2 2020, worth a combined $23B — up 32% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new KHC positions and 81 closed out — a net gain of 54 holders — while 310 added to existing stakes and 307 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $212M. The largest seller was Susquehanna International Group, cutting an estimated $91.5M.

  • 890 institutional investors held Kraft Heinz (KHC) as of Q2 2020, up from 841 in Q1 2020.
  • Funds reported $23B of Kraft Heinz stock for Q2 2020, up 32% quarter-over-quarter.
  • 135 funds opened new Kraft Heinz positions in Q2 2020 and 81 closed out, a net change of +54 holders.
  • The largest Kraft Heinz buyer in Q2 2020 was Capital International Investors, an estimated $212M added.
  • The largest Kraft Heinz seller in Q2 2020 was Susquehanna International Group, an estimated $91.5M sold.

Based on aggregated 13F filings for Q2 2020.