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Kraft Heinz

1,139 hedge funds and large institutions have $34.7B invested in Kraft Heinz in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 455 increasing their positions, 400 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $569M | Put options by funds: $398M

14% more repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 400

1.46% more ownership

Funds ownership: 71.76%73.22% (+1.5%)

3% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 93

3% less capital invested

Capital invested by funds: $35.9B → $34.7B (-$1.17B)

2% less funds holding

Funds holding: 1,1661,139 (-27)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
1,139
Holders Change
-27
Holders Change %
-2.32%
% of All Funds
18.15%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
90
Increased
455
Reduced
400
Closed
93
Calls
$569M
Puts
$398M
Net Calls
+$171M
Net Calls Change
+$126K
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
726
Lakewood Asset Management
Illinois
$332K +$57.8K +1,459 +20%
MAS
727
Meeder Advisory Services
Ohio
$332K +$81.2K +2,052 +31%
QPW
728
Quantum Private Wealth
Florida
$332K
FCB
729
First County Bank
Connecticut
$330K -$30.2K -763 -8%
HKAM
730
Horizon Kinetics Asset Management
New York
$330K -$6.18K -156 -2%
KCM
731
Kendall Capital Management
Maryland
$327K -$11.7K -295 -3%
DPIM
732
Duff & Phelps Investment Management
Illinois
$325K
SFA
733
Sequoia Financial Advisors
Ohio
$323K -$2.81K -71 -0.8%
DWM
734
Drive Wealth Management
Utah
$319K -$29.4K -743 -8%
DU
735
Delphia (USA)
Ontario, Canada
$317K -$193K -4,876 -37%
FFN
736
Focus Financial Network
Minnesota
$314K +$5.5K +139 +2%
SP
737
Symmetry Partners
Connecticut
$313K -$744K -18,781 -70%
HWM
738
HB Wealth Management
Georgia
$310K +$318K +8,026 New
LSPW
739
Lake Street Private Wealth
Illinois
$309K +$317K +7,999 New
WP
740
Wedgewood Partners
Missouri
$309K -$49.5K -1,250 -14%
AC
741
Avenir Corporation
Virginia
$306K
AMIM
742
Aull & Monroe Investment Management
Alabama
$304K
IPAM
743
ICICI Prudential Asset Management
India
$303K +$67K +1,692 +28%
TCPWM
744
Traverso Chambers Private Wealth Management
California
$303K
CGL
745
Clarius Group LLC
Washington
$302K +$55.7K +1,406 +22%
SLWA
746
San Luis Wealth Advisors
California
$300K +$307K +7,750 New
ASC
747
Atalanta Sosnoff Capital
New York
$299K -$15K -379 -5%
SC
748
Savant Capital
Illinois
$298K +$51.2K +1,292 +20%
ACA
749
Atlas Capital Advisors
Wyoming
$297K
JWA
750
JFS Wealth Advisors
Pennsylvania
$296K +$40 +1 +0%

KHC Hedge Fund Activity: Q1 2023 in Review

1,139 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q1 2023, worth a combined $34.7B — down 3.3% from $35.9B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of KHC and 90 opened new positions — a net loss of 3 holders — while 400 trimmed existing stakes and 455 added.

The largest buyer was Bank of America, adding an estimated $827M. The largest seller was Capital World Investors, cutting an estimated $162M.

  • 1,139 institutional investors held Kraft Heinz (KHC) as of Q1 2023, down from 1,166 in Q4 2022.
  • Funds reported $34.7B of Kraft Heinz stock for Q1 2023, down 3.3% quarter-over-quarter.
  • 90 funds opened new Kraft Heinz positions in Q1 2023 and 93 closed out, a net change of -3 holders.
  • The largest Kraft Heinz buyer in Q1 2023 was Bank of America, an estimated $827M added.
  • The largest Kraft Heinz seller in Q1 2023 was Capital World Investors, an estimated $162M sold.

Based on aggregated 13F filings for Q1 2023.