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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
GAM
751
Gemmer Asset Management
California
$24K -$991 -33 -4%
WFMPM
752
Woodley Farra Manion Portfolio Management
Indiana
$24K
HB
753
Horizon Bancorp
Indiana
$23K -$15.8K -526 -42%
ADL
754
Asset Dedication LLC
California
$23K +$120 +4 +0.5%
CAL
755
Capital Advisors Ltd
Ohio
$23K +$270 +9 +1%
CFD
756
Creative Financial Designs
Indiana
$23K +$330 +11 +2%
WEC
757
Winslow Evans & Crocker
Massachusetts
$23K +$9.49K +316 +76%
OSAM
758
O'Shaughnessy Asset Management
Connecticut
$22K +$18.5K +616 +742%
SWM
759
Sugarloaf Wealth Management
Georgia
$21K -$30 -1 -0.1%
OSNBOA
760
Old Second National Bank of Aurora
Illinois
$21K
BL
761
Balentine LLC
Georgia
$21K +$2.28K +76 +13%
BAM
762
Barrett Asset Management
New York
$21K +$2.49K +83 +15%
PVH
763
Psagot Value Holdings
Israel
$20K -$10.9M -364,039 -100%
EDRH
764
Edmond de Rothschild Holding
Switzerland
$20K
BG
765
Bollard Group
Massachusetts
$20K +$90 +3 +0.5%
TF
766
TimeScale Financial
Massachusetts
$20K +$240 +8 +1%
SIS
767
Sound Income Strategies
Florida
$20K +$18.6K +619 +4,127%
AIC
768
Ayalon Insurance Company
Israel
$19K -$54.6K -1,818 -75%
BC
769
Bartlett & Co
Ohio
$19K -$23K -767 -57%
BWA
770
BDO Wealth Advisors
Florida
$19K -$7.48K -249 -29%
ZB
771
Zions Bancorporation
Utah
$19K -$721 -24 -4%
CAM
772
Costello Asset Management
Pennsylvania
$19K +$18.1K +602 New
BCWM
773
Bartlett & Co Wealth Management
Ohio
$18.6K -$23K -767 -57%
KPW
774
Kore Private Wealth
New York
$18K
OC
775
Oakworth Capital
Alabama
$18K

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.