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Kraft Heinz
KHC

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: 15 → 17 (+2)

6% more funds holding

Funds holding: 841 → 890 (+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

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$212M
2
LSV Asset Management
LSV Asset Management
Illinois
+$73.2M
3
Invesco
Invesco
Georgia
+$48.3M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$45.8M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$37.9M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$91.5M
2
Prudential Financial
Prudential Financial
New Jersey
-$62.4M
3
Franklin Resources
Franklin Resources
California
-$61.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$55M
5
AIG
American International Group
New York
-$41.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
851
Apollon Wealth Management
South Carolina
$4K +$4.2K +140 New
WCG
852
Weaver Consulting Group
California
$3K -$3.33K -111 -53%
AF
853
Arrow Financial
New York
$3K – – –
CFFP
854
Center for Financial Planning
Michigan
$3K – – –
CYG
855
Clean Yield Group
Vermont
$3K – – –
DI
856
Disciplined Investments
Oklahoma
$3K – – –
FBT
857
First Bank & Trust
South Dakota
$3K – – –
HFA
858
HC Financial Advisors
California
$3K – – –
JSC
859
Jackson Square Capital
California
$3K – – –
PCFFS
860
Pacific Center for Financial Services
California
$3K – – –
RDWM
861
Red Door Wealth Management
Tennessee
$3K – – –
VCM
862
Versant Capital Management
Arizona
$3K – – –
EWA
863
Evolution Wealth Advisors
Florida
$3K +$2.55K +85 +850%
Fidelity International
864
Fidelity International
Bermuda
$3K +$2.64K +88 New
AAIM
865
Asset Advisors Investment Management
Georgia
$3K +$2.88K +96 New
HFS
866
HBC Financial Services
Washington
$3K +$3K +100 New
SWM
867
Selective Wealth Management
Virginia
$3K +$3K +100 New
EI
868
Ellevest Inc
New York
$2K -$2.25K -75 -49%
AW
869
Avion Wealth
Texas
$2K – – –
ECM
870
EII Capital Management
New York
$2K – – –
IBOK
871
Independence Bank of Kentucky
Kentucky
$2K – – –
PFPT
872
Pinnacle Financial Partners (Tennessee)
Tennessee
$2K – – –
CAC
873
Certified Advisory Corp
Florida
$2K +$30 +1 +1%
BWM
874
BerganKDV Wealth Management
Minnesota
$2K +$570 +19 +46%
CWM
875
Campbell Wealth Management
Virginia
$2K +$2.07K +69 New
33 34
35
36 37

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.