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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
BG
776
Bollard Group
Massachusetts
$19K +$133 +4 +0.6%
SIS
777
Sound Income Strategies
Florida
$19K +$499 +15 +2%
AF
778
Advisornet Financial
Minnesota
$18K -$15K -450 -43%
SWM
779
Sugarloaf Wealth Management
Georgia
$18K -$965 -29 -4%
PVH
780
Psagot Value Holdings
Israel
$18K
CAM
781
Costello Asset Management
Pennsylvania
$18K +$166 +5 +0.8%
ACM
782
AUA Capital Management
Pennsylvania
$18K +$20K +600 New
SC
783
Slow Capital
California
$18K +$20.5K +616 New
ZB
784
Zions Bancorporation
Utah
$17K -$1.03K -31 -5%
OC
785
Oakworth Capital
Alabama
$17K
TCCM
786
Timber Creek Capital Management
Massachusetts
$17K
HFA
787
HC Financial Advisors
California
$17K +$16.2K +488 +561%
FHC
788
First Horizon Corporation
Tennessee
$17K +$19.5K +586 New
BWA
789
BDO Wealth Advisors
Florida
$16K -$2.66K -80 -13%
FRA
790
Front Row Advisors
California
$16K
ME
791
McIlrath & Eck
Washington
$16K
MFT
792
Moisand Fitzgerald Tamayo
Florida
$16K
GEA
793
Glen Eagle Advisors
New Jersey
$15.1K -$33.3K -1,000 -66%
WOC
794
West Oak Capital
California
$15K
CB
795
CNB Bank
Pennsylvania
$15K +$333 +10 +2%
BCWM
796
Bartlett & Co Wealth Management
Ohio
$14.5K -$3.33K -100 -17%
BC
797
Bartlett & Co
Ohio
$14K -$3.33K -100 -17%
IFAM
798
Institutional & Family Asset Management
Colorado
$14K -$1.43K -43 -8%
TFGT
799
TS Financial Group (TSFG)
Illinois
$14K -$533 -16 -3%
WPA
800
West Paces Advisors
Georgia
$14K

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.