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Kraft Heinz

1,139 hedge funds and large institutions have $34.7B invested in Kraft Heinz in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 455 increasing their positions, 400 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $569M | Put options by funds: $398M

14% more repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 400

1.46% more ownership

Funds ownership: 71.76%73.22% (+1.5%)

3% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 93

3% less capital invested

Capital invested by funds: $35.9B → $34.7B (-$1.17B)

2% less funds holding

Funds holding: 1,1661,139 (-27)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
1,139
Holders Change
-27
Holders Change %
-2.32%
% of All Funds
18.15%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
90
Increased
455
Reduced
400
Closed
93
Calls
$569M
Puts
$398M
Net Calls
+$171M
Net Calls Change
+$126K
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
826
BSW Wealth Partners
Colorado
$229K +$16.8K +425 +8%
PFSC
827
Peoples Financial Services Corp
Pennsylvania
$229K -$51.5K -1,300 -18%
FA
828
FDx Advisors
Illinois
$228K
NHC
829
Nicholas Hoffman & Company
Georgia
$226K +$9.9K +250 +4%
CA
830
Crumly & Associates
Illinois
$225K -$6.06K -153 -3%
WF
831
Welch & Forbes
Massachusetts
$225K +$2.22K +56 +1%
SFG
832
SevenBridge Financial Group
Pennsylvania
$224K
EFS
833
Essex Financial Services
Connecticut
$224K +$9.66K +244 +4%
SFO
834
Stokes Family Office
Louisiana
$223K -$277 -7 -0.1%
FMP
835
Financial Management Professionals
Texas
$223K +$23K +582 +11%
SA
836
Syntax Advisors
New York
$223K +$9.34K +236 +4%
VCG
837
Vantage Consulting Group
Virginia
$223K +$9.34K +236 +4%
HA
838
Herold Advisors
New York
$222K
NSIM
839
North Star Investment Management
Illinois
$221K +$18.3K +461 +9%
KI
840
Kapitalo Investimentos
Brazil
$221K +$226K +5,703 New
APW
841
Aurora Private Wealth
New Jersey
$220K +$871 +22 +0.4%
MFG
842
Merit Financial Group
Georgia
$219K -$19.1K -482 -8%
GD
843
Grandfield & Dodd
New York
$217K
RPCONE
844
Retirement Planning Company of New England
Rhode Island
$216K -$1.23K -31 -0.6%
TT
845
TI-Trust
Illinois
$215K
OIA
846
Optimum Investment Advisors
Illinois
$215K
SMA
847
Sage Mountain Advisors
Georgia
$213K +$219K +5,520 New
ICG
848
InterOcean Capital Group
Tennessee
$213K +$218K +5,503 New
CCA
849
Cora Capital Advisors
New Jersey
$212K -$317 -8 -0.1%
MF
850
Manchester Financial
California
$211K

KHC Hedge Fund Activity: Q1 2023 in Review

1,139 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q1 2023, worth a combined $34.7B — down 3.3% from $35.9B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of KHC and 90 opened new positions — a net loss of 3 holders — while 400 trimmed existing stakes and 455 added.

The largest buyer was Bank of America, adding an estimated $827M. The largest seller was Capital World Investors, cutting an estimated $162M.

  • 1,139 institutional investors held Kraft Heinz (KHC) as of Q1 2023, down from 1,166 in Q4 2022.
  • Funds reported $34.7B of Kraft Heinz stock for Q1 2023, down 3.3% quarter-over-quarter.
  • 90 funds opened new Kraft Heinz positions in Q1 2023 and 93 closed out, a net change of -3 holders.
  • The largest Kraft Heinz buyer in Q1 2023 was Bank of America, an estimated $827M added.
  • The largest Kraft Heinz seller in Q1 2023 was Capital World Investors, an estimated $162M sold.

Based on aggregated 13F filings for Q1 2023.