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Kraft Heinz
KHC

Overview Fund Activity

1,174 hedge funds and large institutions have $35.6B invested in Kraft Heinz in 2023 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 418 increasing their positions, 437 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,174
Holders Change
+53
Holders Change %
+4.73%
% of All Funds
17.21%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.21%
New
157
Increased
418
Reduced
437
Closed
89
Calls
$608M
Puts
$443M
Net Calls
+$166M
Net Calls Change
-$10.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$492M
2
Citadel Advisors
Citadel Advisors
Florida
+$237M
3
BlackRock
BlackRock
New York
+$155M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$106M
5
Deutsche Bank
Deutsche Bank
Germany
+$60.2M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$212M
2
Bank of America
Bank of America
North Carolina
-$203M
3
Squarepoint
Squarepoint
New York
-$113M
4
UBS Group
UBS Group
Switzerland
-$105M
5
Capital International Investors
Capital International Investors
California
-$82.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSPW
851
Lake Street Private Wealth
Illinois
$223K -$19.6K -531 -8%
MMG
852
Monetary Management Group
Missouri
$222K +$148K +4,000 +200%
CWP
853
Cyndeo Wealth Partners
Florida
$221K -$37.5K -1,014 -14%
LSAG
854
Lake Street Advisors Group
New Hampshire
$220K +$220K +5,953 New
CA
855
Calton & Associates
Florida
$220K +$220K +5,950 New
GM
856
GeoWealth Management
Illinois
$220K +$147K +3,958 +200%
LCM
857
Lazari Capital Management
California
$219K -$27.8K -752 -11%
PFSC
858
Peoples Financial Services Corp
Pennsylvania
$219K – – –
VSQM
859
V-Square Quantitative Management
Illinois
$218K – – –
PVI
860
Pine Valley Investments
New Jersey
$217K +$217K +5,859 New
ICM
861
IMS Capital Management
Oregon
$216K -$21.3K -575 -9%
MAM
862
Mystic Asset Management
Rhode Island
$216K +$216K +5,830 New
TT
863
TI-Trust
Illinois
$215K +$215K +5,815 New
OIM
864
Oder Investment Management
California
$215K -$34.9K -945 -14%
BW
865
Bison Wealth
Georgia
$214K -$20.4K -553 -9%
CFGS
866
Concourse Financial Group Securities
Alabama
$213K +$101K +2,731 +90%
HCP
867
Hexagon Capital Partners
Arkansas
$211K +$64.6K +1,746 +44%
Los Angeles Capital Management
868
Los Angeles Capital Management
California
$210K -$1.18M -31,848 -85%
BF
869
Blankinship & Foster
California
$208K +$208K +5,621 New
SFO
870
Stokes Family Office
Louisiana
$206K +$206K +5,565 New
DMBA
871
Deseret Mutual Benefit Administrators
Utah
$205K -$39.3K -1,064 -16%
OIA
872
Optimum Investment Advisors
Illinois
$205K -$111 -3 -0.1%
VCG
873
Vantage Consulting Group
Virginia
$205K -$32.1K -867 -14%
BTWM
874
Baker Tilly Wealth Management
Wisconsin
$204K +$204K +5,524 New
FIM
875
Freedom Investment Management
Connecticut
$204K -$192K -5,203 -49%
33 34
35
36 37