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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
EARNEST Partners
826
EARNEST Partners
Georgia
$9K
FCM
827
Firestone Capital Management
Florida
$9K
FMP
828
Financial Management Professionals
Texas
$8K
VRM
829
Vectors Research Management
New York
$8K
HR
830
Howe & Rusling
New York
$8K +$8.99K +270 New
FNBOSM
831
First National Bank of South Miami
Florida
$7K
ICM
832
Islay Capital Management
Texas
$7K
PFO
833
Pathstone Family Office
New Jersey
$7K
IWP
834
IAG Wealth Partners
Wisconsin
$7K +$100 +3 +1%
BWM
835
BNC Wealth Management
Oregon
$7K +$7.92K +238 New
BWP
836
Baldwin Wealth Partners
Massachusetts
$6K
CA
837
Centerpoint Advisors
Massachusetts
$6K
FMTCOCP
838
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
LS
839
Leelyn Smith
Illinois
$6K
LWM
840
Liberty Wealth Management
California
$6K
EWA
841
Evolution Wealth Advisors
Florida
$6K +$3.33K +100 +105%
ECM
842
Estabrook Capital Management
New York
$5.93K
GAM
843
Gemmer Asset Management
California
$5K -$20K -600 -78%
LFG
844
Larson Financial Group
Missouri
$5K -$5.19K -156 -46%
AssetMark Inc
845
AssetMark Inc
California
$5K
JFA
846
JNBA Financial Advisors
Minnesota
$5K
PWMG
847
Prestige Wealth Management Group
New Jersey
$5K
TFS
848
TrustCore Financial Services
Tennessee
$5K
CWC
849
Carolinas Wealth Consulting
North Carolina
$4K -$732 -22 -13%
AWM
850
AllSquare Wealth Management
New York
$4K

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.