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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
SLF
751
Sun Life Financial
Ontario, Canada
$9K -$137 -5 -1%
QAM
752
QCI Asset Management
New York
$9K
RWG
753
Regal Wealth Group
California
$9K
SSWG
754
Seven Springs Wealth Group
Tennessee
$9K
AIC
755
Archer Investment Corporation
Indiana
$8K -$17.1K -625 -67%
ME
756
McIlrath & Eck
Washington
$8K -$1.48K -54 -15%
SFG
757
Sowa Financial Group
Rhode Island
$8K -$1.15K -42 -11%
FCM
758
Firestone Capital Management
Florida
$8K
MWC
759
MBM Wealth Consultants
Missouri
$8K
LPWM
760
Lake Point Wealth Management
Texas
$8K +$6.28K +229 +241%
CAN
761
Claraphi Advisory Network
United States
$8K +$8.61K +314 New
HWA
762
HHM Wealth Advisors
Tennessee
$8K +$9.33K +340 New
MWM
763
MBE Wealth Management
Wisconsin
$8K +$9.74K +355 New
EARNEST Partners
764
EARNEST Partners
Georgia
$7K
SSB
765
Sandy Spring Bank
Maryland
$7K
PW
766
Price Wealth
Texas
$7K +$4.22K +154 +104%
SBL
767
Sargent Bickham Lagudis
Colorado
$7K +$5.51K +201 +216%
SIAS
768
Shine Investment Advisory Services
Colorado
$7K +$7.46K +272 New
FNBOSM
769
First National Bank of South Miami
Florida
$6K -$1.81K -66 -21%
TFS
770
TrustCore Financial Services
Tennessee
$6K
LS
771
Leelyn Smith
Illinois
$6K +$27 +1 +0.4%
IWP
772
IAG Wealth Partners
Wisconsin
$6K +$110 +4 +2%
PFO
773
Pathstone Family Office
New Jersey
$6K +$6.17K +225 New
LWM
774
Liberty Wealth Management
California
$5K -$5.68K -207 -50%
BWP
775
Baldwin Wealth Partners
Massachusetts
$5K

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.