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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
MWC
801
MBM Wealth Consultants
Missouri
$11K
SSWG
802
Seven Springs Wealth Group
Tennessee
$11K
LFG
803
Larson Financial Group
Missouri
$11K +$4.8K +160 +90%
MWA
804
MFA Wealth Advisors
Pennsylvania
$10.4K +$9.82K +327 New
TF
805
Tompkins Financial
New York
$10K -$130K -4,341 -93%
EARNEST Partners
806
EARNEST Partners
Georgia
$10K
FCM
807
Firestone Capital Management
Florida
$10K
SFG
808
Sowa Financial Group
Rhode Island
$10K
AIC
809
Archer Investment Corporation
Indiana
$9.73K
TL
810
TrueWealth LLC
Georgia
$9K -$11.1K -369 -57%
VRM
811
Vectors Research Management
New York
$9K -$7K -233 -46%
SSB
812
Sandy Spring Bank
Maryland
$9K
SIAS
813
Shine Investment Advisory Services
Colorado
$9K
FMP
814
Financial Management Professionals
Texas
$9K +$8.2K +273 New
RWB
815
RMR Wealth Builders
New Jersey
$9K +$8.59K +286 New
LWCFA
816
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K -$24.8K -825 -76%
SBL
817
Sargent Bickham Lagudis
Colorado
$8K -$1.02K -34 -12%
FNBOSM
818
First National Bank of South Miami
Florida
$8K
IWP
819
IAG Wealth Partners
Wisconsin
$8K +$90 +3 +1%
PCG
820
Private Capital Group
Connecticut
$8K +$4.77K +159 +159%
FMTCOCP
821
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K -$8.8K -293 -58%
LS
822
Leelyn Smith
Illinois
$7K -$1.02K -34 -14%
PFO
823
Pathstone Family Office
New Jersey
$7K -$330 -11 -5%
ICM
824
Islay Capital Management
Texas
$7K +$7K +233 New
ECM
825
Estabrook Capital Management
New York
$6.31K

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.