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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
Acadian Asset Management
851
Acadian Asset Management
Massachusetts
$31K
PMFA
852
Plante Moran Financial Advisors
Michigan
$31K
GFPC
853
Global Financial Private Client
Florida
$30.8K
CAL
854
Capital Advisors Ltd
Ohio
$30K +$288 +8 +1%
SFSIG
855
San Francisco Sentry Investment Group
California
$30K +$22.5K +625 +534%
POIA
856
Pin Oak Investment Advisors
Texas
$30K +$27.4K +760 New
SNT
857
Security National Trust
West Virginia
$28K
CB
858
CNB Bank
Pennsylvania
$27K
DAC
859
Dividend Assets Capital
South Carolina
$27K
BDWM
860
Brewin Dolphin Wealth Management
Ireland
$26K -$6.59K -183 -22%
CWC
861
Carolinas Wealth Consulting
North Carolina
$26K -$288 -8 -1%
OSNBOA
862
Old Second National Bank of Aurora
Illinois
$26K
TF
863
TimeScale Financial
Massachusetts
$26K +$216 +6 +0.9%
EAM
864
Erste Asset Management
Austria
$25.6K
TWM
865
Tradition Wealth Management
Minnesota
$25K -$144 -4 -0.6%
HI
866
Hudock Inc
Pennsylvania
$25K +$108 +3 +0.5%
FHC
867
First Horizon Corporation
Tennessee
$25K +$4.03K +112 +21%
SIS
868
Sound Income Strategies
Florida
$24.6K -$864 -24 -4%
ACM
869
AUA Capital Management
Pennsylvania
$24K
CT
870
Caldwell Trust
Florida
$23.9K -$4.68K -130 -18%
ZB
871
Zions Bancorporation
Utah
$23K -$288 -8 -1%
IF
872
Ironwood Financial
Arizona
$23K
TCCM
873
Timber Creek Capital Management
Massachusetts
$23K
BG
874
Bollard Group
Massachusetts
$23K +$216 +6 +1%
HWMA
875
Heritage Wealth Management (Arizona)
Arizona
$23K +$20.4K +565 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.