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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
BWP
826
Baldwin Wealth Partners
Massachusetts
$6K
CA
827
Centerpoint Advisors
Massachusetts
$6K
LWM
828
Liberty Wealth Management
California
$6K
PWMG
829
Prestige Wealth Management Group
New Jersey
$6K
DCM
830
Davis Capital Management
Florida
$6K +$60 +2 +1%
LWM
831
Lenox Wealth Management
Ohio
$6K +$3K +100 +100%
TFS
832
TrustCore Financial Services
Tennessee
$5K -$2.55K -85 -33%
AssetMark Inc
833
AssetMark Inc
California
$5K
BHWM
834
Bay Harbor Wealth Management
Maryland
$5K
CIAS
835
CBIZ Investment Advisory Services
Ohio
$5K
JFA
836
JNBA Financial Advisors
Minnesota
$5K
LFG
837
LifePlan Financial Group
Ohio
$5K
CWC
838
Carolinas Wealth Consulting
North Carolina
$5K +$4.98K +166 New
LWANC
839
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K -$1.47K -49 -27%
SFSIG
840
San Francisco Sentry Investment Group
California
$4K -$721 -24 -17%
AWM
841
AllSquare Wealth Management
New York
$4K
IF
842
Ironwood Financial
Arizona
$4K
JWM
843
Janiczek Wealth Management
Colorado
$4K
JFGIW
844
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K
M
845
MOTCO
Texas
$4K
MCM
846
MV Capital Management
Maryland
$4K
PG
847
Proffitt & Goodson
Tennessee
$4K
SIAP
848
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4K
AA
849
AlphaMark Advisors
Kentucky
$4K +$30 +1 +0.9%
AIL
850
AGF Investments LLC
Ontario, Canada
$4K +$3.3K +110 New

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.