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Kraft Heinz

1,015 hedge funds and large institutions have $30.2B invested in Kraft Heinz in 2021 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 368 increasing their positions, 349 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 92

17% more capital invested

Capital invested by funds: $25.9B → $30.2B (+$4.33B)

15% more call options, than puts

Call options by funds: $527M | Put options by funds: $457M

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

3% more funds holding

Funds holding: 9821,015 (+33)

1.01% more ownership

Funds ownership: 60.72%61.73% (+1%)

5% more repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 349

Holders
1,015
Holders Change
+33
Holders Change %
+3.36%
% of All Funds
17.82%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
136
Increased
368
Reduced
349
Closed
92
Calls
$527M
Puts
$457M
Net Calls
+$70.6M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
826
Patriot Financial Group Insurance Agency
Massachusetts
$44K +$1.19K +33 +3%
AWC
827
Abundance Wealth Counselors
Pennsylvania
$44K +$39.6K +1,099 New
SWA
828
Sutton Wealth Advisors
Florida
$43.5K
SBL
829
Sargent Bickham Lagudis
Colorado
$43K -$44.6K -1,237 -53%
GWMIA
830
Global Wealth Management Investment Advisory
Florida
$42K -$5.98K -166 -14%
SCM
831
Silvant Capital Management
Georgia
$42K
MPWT
832
MassMutual Private Wealth & Trust
Connecticut
$41K -$7.64K -212 -17%
CFD
833
Creative Financial Designs
Indiana
$40K -$396 -11 -1%
GI
834
Gradient Investments
Minnesota
$40K
WB
835
Webster Bank
Connecticut
$39K -$18K -500 -34%
MCM
836
Manchester Capital Management
Vermont
$39K
AF
837
Advisornet Financial
Minnesota
$38K +$2.38K +66 +7%
CBT
838
CoreFirst Bank & Trust
Kansas
$36K
DWMG
839
DB Wealth Management Group
California
$35K -$2.63K -73 -8%
CIA
840
CSat Investment Advisory
Michigan
$35K +$3.46K +96 +12%
AIM
841
Anchor Investment Management
South Carolina
$34.5K -$3.53K -98 -10%
BWA
842
BDO Wealth Advisors
Florida
$34K +$12K +334 +64%
CHA
843
Carmichael Hill & Associates
Maryland
$33K
DOA
844
D'Orazio & Associates
Virginia
$32K -$18K -500 -38%
AF
845
Allworth Financial
California
$32K -$4.03K -112 -12%
CAM
846
CenterStar Asset Management
Illinois
$32K
GWS
847
Glassman Wealth Services
Virginia
$32K +$2.7K +75 +10%
TFGT
848
TS Financial Group (TSFG)
Illinois
$32K +$3.71K +103 +15%
CCMW
849
Cypress Capital Management (Wyoming)
Wyoming
$32K +$29.2K +810 New
HFM
850
Harvest Fund Management
China
$32K +$29.7K +824 New

KHC Hedge Fund Activity: Q1 2021 in Review

1,015 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q1 2021, worth a combined $30.2B — up 17% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new KHC positions and 92 closed out — a net gain of 44 holders — while 368 added to existing stakes and 349 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $345M. The largest seller was Franklin Resources, cutting an estimated $134M.

  • 1,015 institutional investors held Kraft Heinz (KHC) as of Q1 2021, up from 982 in Q4 2020.
  • Funds reported $30.2B of Kraft Heinz stock for Q1 2021, up 17% quarter-over-quarter.
  • 136 funds opened new Kraft Heinz positions in Q1 2021 and 92 closed out, a net change of +44 holders.
  • The largest Kraft Heinz buyer in Q1 2021 was Capital World Investors, an estimated $345M added.
  • The largest Kraft Heinz seller in Q1 2021 was Franklin Resources, an estimated $134M sold.

Based on aggregated 13F filings for Q1 2021.