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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
PMFA
751
Plante Moran Financial Advisors
Michigan
$25K
RWA
752
Ropes Wealth Advisors
Massachusetts
$25K
HI
753
Hudock Inc
Pennsylvania
$25K +$100 +3 +0.4%
WT
754
Washington Trust
Rhode Island
$25K +$9.35K +281 +51%
AIL
755
AGF Investments LLC
Ontario, Canada
$25K +$24K +721 +655%
KLWA
756
Kelly Lawrence W & Associates
California
$25K +$28.3K +850 New
BDWM
757
Brewin Dolphin Wealth Management
Ireland
$25K
DOA
758
D'Orazio & Associates
Virginia
$24K -$7.66K -230 -22%
CHA
759
Carmichael Hill & Associates
Maryland
$24K -$1.26K -38 -4%
SAM
760
S.A. Mason
Michigan
$24K
OSAM
761
O'Shaughnessy Asset Management
Connecticut
$24K +$3.66K +110 +16%
AIM
762
Anchor Investment Management
South Carolina
$23.6K -$4.99K -150 -16%
Acadian Asset Management
763
Acadian Asset Management
Massachusetts
$23K
SIC
764
Salem Investment Counselors
North Carolina
$22K -$1.63K -49 -6%
PB
765
Pinnacle Bancorp
Nebraska
$22K -$1.26K -38 -5%
HB
766
Horizon Bancorp
Indiana
$22K
WEC
767
Winslow Evans & Crocker
Massachusetts
$22K
CAL
768
Capital Advisors Ltd
Ohio
$22K +$333 +10 +1%
GWS
769
Glassman Wealth Services
Virginia
$20K -$23.3K -699 -51%
OSNBOA
770
Old Second National Bank of Aurora
Illinois
$20K
TF
771
TimeScale Financial
Massachusetts
$20K +$300 +9 +1%
EAM
772
Erste Asset Management
Austria
$19.2K +$21.3K +641 New
RIM
773
Rockbridge Investment Management
New York
$19K -$43.3K -1,300 -67%
AIC
774
Ayalon Insurance Company
Israel
$19K
EDRH
775
Edmond de Rothschild Holding
Switzerland
$19K

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.