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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
ICP
851
Interchange Capital Partners
Pennsylvania
$211K +$214K +5,393 New
CT
852
Cambridge Trust
Massachusetts
$210K -$3.72K -94 -2%
PCIA
853
Prime Capital Investment Advisors
Kansas
$210K -$149K -3,763 -41%
BTWM
854
Baker Tilly Wealth Management
Wisconsin
$209K +$214K +5,402 New
MCC
855
Money Concepts Capital
Florida
$207K -$346K -8,740 -62%
KLCM
856
KG&L Capital Management
Louisiana
$205K +$210K +5,308 New
SFG
857
StrategIQ Financial Group
Indiana
$204K -$3.96K -100 -2%
BFA
858
Bill Few Associates
Pennsylvania
$204K +$3.96K +100 +2%
IWM
859
IHT Wealth Management
Illinois
$203K +$208K +5,262 New
HIC
860
Holderness Investments Company
North Carolina
$203K -$1.78K -45 -0.8%
SIM
861
Sentry Investment Management
Wisconsin
$203K -$232K -5,853 -53%
SXL
862
Summit X LLC
Missouri
$203K +$207K +5,219 New
PFM
863
Parsec Financial Management
North Carolina
$202K +$207K +5,219 New
NFSG
864
Newbridge Financial Services Group
Florida
$197K +$4.16K +105 +2%
WTC
865
WhitTier Trust Company
Nevada
$192K +$5.58K +141 +3%
TAIM
866
TD Ameritrade Investment Management
Nebraska
$192K -$62.6K -1,580 -24%
HPC
867
HM Payson & Co
Maine
$187K -$158 -4 -0.1%
DFCM
868
Dark Forest Capital Management
Puerto Rico
$182K +$174K +4,406 +1,431%
SC
869
SouthState Corp
Florida
$177K -$11.6K -292 -6%
CFO
870
CVA Family Office
Colorado
$176K +$24.4K +615 +16%
QCG
871
Quadrant Capital Group
Ohio
$174K +$15.3K +386 +9%
MHR
872
Matthew Hamilton Rosenberg
$172K -$9.78K -247 -5%
FCA
873
FinTrust Capital Advisors
South Carolina
$170K
Acadian Asset Management
874
Acadian Asset Management
Massachusetts
$163K
CT
875
Clearstead Trust
Maine
$163K

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.