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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
LBWM
776
Left Brain Wealth Management
Illinois
$267K +$17.7K +446 +7%
HIP
777
HUB Investment Partners
Texas
$265K +$272K +6,860 New
ISL
778
Ingalls & Snyder LLC
New York
$265K
BTI
779
Blue Trust Inc
Georgia
$265K +$80.9K +2,044 +46%
CWS
780
Confluence Wealth Services
Pennsylvania
$263K
PTC
781
Private Trust Company
Ohio
$263K +$37.7K +953 +16%
CANC
782
Culbertson A N & Co
Virginia
$263K +$269K +6,800 New
FNBT
783
FineMark National Bank & Trust
Florida
$261K -$3.84K -97 -1%
ICM
784
IMS Capital Management
Oregon
$260K +$1.47K +37 +0.6%
LB
785
Leo Brokerage
Texas
$259K +$265K +6,701 New
SWM
786
Spire Wealth Management
Virginia
$258K +$24.5K +618 +10%
HCMG
787
Howard Capital Management Group
California
$257K +$27.3K +690 +12%
Fayez Sarofim & Co
788
Fayez Sarofim & Co
Texas
$257K -$15K -378 -5%
WA
789
Wealth Alliance
New York
$256K +$46.4K +1,171 +21%
AAS
790
Annex Advisory Services
Wisconsin
$256K +$3.21K +81 +1%
FI
791
Financial Insights
Washington
$256K -$319K -8,058 -55%
CI
792
CX Institutional
Indiana
$254K +$15.3K +386 +6%
BEI
793
Benjamin Edwards Inc
Missouri
$254K -$228K -5,755 -47%
M1FG
794
Mach-1 Financial Group
Arkansas
$254K -$1.98K -50 -0.8%
MAG
795
MRA Advisory Group
New Jersey
$253K +$259K +6,553 New
ATC
796
Argent Trust Co
Tennessee
$252K -$25.7K -648 -9%
CIC
797
Cornercap Investment Counsel
Georgia
$252K -$1.69M -42,657 -87%
AL
798
Aspiriant LLC
California
$250K +$594 +15 +0.2%
SEC
799
Seven Eight Capital
New York
$250K -$95.9K -2,421 -27%
PCS
800
Personal CFO Solutions
New Jersey
$249K +$33.6K +849 +15%

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.