We are live on ! Find out more
KHC icon

Kraft Heinz

1,015 hedge funds and large institutions have $30.2B invested in Kraft Heinz in 2021 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 368 increasing their positions, 349 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 92

17% more capital invested

Capital invested by funds: $25.9B → $30.2B (+$4.33B)

15% more call options, than puts

Call options by funds: $527M | Put options by funds: $457M

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

3% more funds holding

Funds holding: 9821,015 (+33)

1.01% more ownership

Funds ownership: 60.72%61.73% (+1%)

5% more repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 349

Holders
1,015
Holders Change
+33
Holders Change %
+3.36%
% of All Funds
17.82%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
136
Increased
368
Reduced
349
Closed
92
Calls
$527M
Puts
$457M
Net Calls
+$70.6M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
726
Pinnacle Associates
New York
$229K -$8.68K -241 -4%
4WM
727
44 Wealth Management
Oregon
$228K +$206K +5,706 New
EF
728
Empirical Finance
Pennsylvania
$224K
JCIA
729
Jackson Creek Investment Advisors
Colorado
$223K +$200K +5,565 New
DA
730
Doliver Advisors
Texas
$222K +$200K +5,549 New
GWSG
731
GPS Wealth Strategies Group
Colorado
$222K +$201K +5,571 New
MGIA
732
Moneta Group Investment Advisors
Missouri
$221K +$199K +5,525 New
NIC
733
Northwest Investment Counselors
Oregon
$220K -$64.9K -1,801 -25%
IAA
734
Independent Advisor Alliance
North Carolina
$220K -$23.7K -658 -11%
CCM
735
Crew Capital Management
Ohio
$219K +$197K +5,480 New
SAM
736
Secure Asset Management
Michigan
$218K -$81.8K -2,272 -29%
OIA
737
Optimum Investment Advisors
Illinois
$218K
AC
738
Annandale Capital
Texas
$217K +$195K +5,413 New
FHB
739
First Hawaiian Bank
Hawaii
$214K +$193K +5,350 New
MIC
740
Means Investment Company
Maine
$213K +$192K +5,317 New
VA
741
Valmark Advisers
Ohio
$213K +$192K +5,327 New
WGA
742
Weather Gauge Advisory
Virginia
$210K -$20.3K -563 -10%
CFA
743
Capstone Financial Advisors
Illinois
$206K +$186K +5,154 New
GLA
744
Good Life Advisors
Pennsylvania
$205K +$186K +5,162 New
LSAG
745
Lake Street Advisors Group
New Hampshire
$204K +$184K +5,106 New
MHR
746
Matthew Hamilton Rosenberg
$203K
PPSG
747
Princeton Portfolio Strategies Group
New Jersey
$202K +$182K +5,060 New
KA
748
Kovack Advisors
Florida
$201K +$181K +5,037 New
FSCP
749
Franklin Street Capital Partners
New York
$200K +$180K +5,000 New
GP
750
Girard Partners
Pennsylvania
$200K +$180K +5,007 New

KHC Hedge Fund Activity: Q1 2021 in Review

1,015 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q1 2021, worth a combined $30.2B — up 17% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new KHC positions and 92 closed out — a net gain of 44 holders — while 368 added to existing stakes and 349 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $345M. The largest seller was Franklin Resources, cutting an estimated $134M.

  • 1,015 institutional investors held Kraft Heinz (KHC) as of Q1 2021, up from 982 in Q4 2020.
  • Funds reported $30.2B of Kraft Heinz stock for Q1 2021, up 17% quarter-over-quarter.
  • 136 funds opened new Kraft Heinz positions in Q1 2021 and 92 closed out, a net change of +44 holders.
  • The largest Kraft Heinz buyer in Q1 2021 was Capital World Investors, an estimated $345M added.
  • The largest Kraft Heinz seller in Q1 2021 was Franklin Resources, an estimated $134M sold.

Based on aggregated 13F filings for Q1 2021.