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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
RFA
726
Reilly Financial Advisors
California
$38K +$133 +4 +0.3%
MRCM
727
M&R Capital Management
New Jersey
$37K
CBT
728
Central Bank & Trust
Kentucky
$36K
MPWT
729
MassMutual Private Wealth & Trust
Connecticut
$36K +$25.5K +765 +181%
NICM
730
Neo Ivy Capital Management
New York
$35K -$7.46K -224 -16%
PFBT
731
Parkside Financial Bank & Trust
Missouri
$35K -$1.86K -56 -5%
CA
732
Clearstead Advisors
Ohio
$35K
VCM
733
Vigilant Capital Management
Maine
$35K
HGWM
734
Harvest Group Wealth Management
Massachusetts
$35K +$166 +5 +0.4%
PCG
735
Private Capital Group
Connecticut
$35K +$30.2K +907 +350%
WB
736
West Bancorporation
Iowa
$34K
WAS
737
Winch Advisory Services
Wisconsin
$33K +$166 +5 +0.5%
CT
738
Caldwell Trust
Florida
$32.6K -$7.12K -214 -16%
HIA
739
Harbor Investment Advisory
Maryland
$32K -$4.59K -138 -12%
SCM
740
Silvant Capital Management
Georgia
$32K
SWA
741
Sutton Wealth Advisors
Florida
$31.5K
SQA
742
Simon Quick Advisors
New Jersey
$30K -$67.5K -2,028 -67%
MCM
743
Manchester Capital Management
Vermont
$30K -$18.8K -566 -36%
GI
744
Gradient Investments
Minnesota
$30K
CFD
745
Creative Financial Designs
Indiana
$30K +$9.98K +300 +42%
GFPC
746
Global Financial Private Client
Florida
$29.5K
ARMC
747
American Research & Management Company
Massachusetts
$29K
TC
748
Trust Company
Kansas
$28K -$443K -13,323 -94%
SNT
749
Security National Trust
West Virginia
$27K -$25.1K -754 -46%
ADL
750
Asset Dedication LLC
California
$26K +$3.4K +102 +14%

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.