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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
SIAP
801
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3K
AIS
802
Accurate Investment Solutions
Pennsylvania
$3K +$55 +2 +2%
SFSIG
803
San Francisco Sentry Investment Group
California
$3K +$631 +23 +19%
RDWM
804
Red Door Wealth Management
Tennessee
$3K +$3.43K +125 New
M
805
MOTCO
Texas
$3K +$3.62K +132 New
OAM
806
Optimal Asset Management
California
$2.51K +$1.39M +50,732 +100%
OSAM
807
O'Shaughnessy Asset Management
Connecticut
$2K -$12.8K -465 -85%
VCM
808
Versant Capital Management
Arizona
$2K -$4.31K -157 -58%
FBT
809
First Bank & Trust
South Dakota
$2K -$3.46K -126 -59%
PCFFS
810
Pacific Center for Financial Services
California
$2K -$2.28K -83 -51%
CAC
811
Certified Advisory Corp
Florida
$2K
DI
812
Disciplined Investments
Oklahoma
$2K
ECM
813
EII Capital Management
New York
$2K
FCA
814
FinTrust Capital Advisors
South Carolina
$2K
LB
815
Legacy Bridge
Iowa
$2K
LWM
816
Lenox Wealth Management
Ohio
$2K
PFPT
817
Pinnacle Financial Partners (Tennessee)
Tennessee
$2K
PCG
818
Private Capital Group
Connecticut
$2K
SL
819
Salomon & Ludwin
Virginia
$2K
AF
820
Arrow Financial
New York
$2K +$1.37K +50 +152%
AW
821
Avion Wealth
Texas
$2K +$1.81K +66 New
HFA
822
HC Financial Advisors
California
$2K +$2.39K +87 New
SC
823
Solstein Capital
California
$2K +$2.41K +88 New
TI
824
tru Independence
Oregon
$1.94K
PGAM
825
Princeton Global Asset Management
New Jersey
$1K -$10.4K -380 -95%

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.