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Kraft Heinz
KHC

902 hedge funds and large institutions have $22B invested in Kraft Heinz in 2020 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 311 increasing their positions, 320 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 88

1% more funds holding

Funds holding: 890 → 902 (+12)

1% more ownership

Funds ownership: 58.97% → 59.97% (+1%)

3% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 320

5% less capital invested

Capital invested by funds: $23B → $22B (-$1.07B)

12% less funds holding in top 10

Funds holding in top 10: 17 → 15 (-2)

26% less call options, than puts

Call options by funds: $363M | Put options by funds: $492M

Holders
902
Holders Change
+12
Holders Change %
+1.35%
% of All Funds
18.2%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.3%
New
107
Increased
311
Reduced
320
Closed
88
Calls
$363M
Puts
$492M
Net Calls
-$128M
Net Calls Change
+$47.3M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$160M
2
Prudential Financial
Prudential Financial
New Jersey
+$102M
3
BlackRock
BlackRock
New York
+$74.1M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$72.3M
5
JAM
Jupiter Asset Management
United Kingdom
+$63.5M

Top Sellers

Rank Fund Capital Flow
1
CG
Carmignac Gestion
France
-$122M
2
Goldman Sachs
Goldman Sachs
New York
-$65.8M
3
Millennium Management
Millennium Management
New York
-$60.1M
4
PP
Prudential plc
United Kingdom
-$50M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$46.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
876
Arrow Financial
New York
$2K – – –
AW
877
Avion Wealth
Texas
$2K – – –
BWM
878
BerganKDV Wealth Management
Minnesota
$2K – – –
IBOK
879
Independence Bank of Kentucky
Kentucky
$2K – – –
PCFFS
880
Pacific Center for Financial Services
California
$2K – – –
PFPT
881
Pinnacle Financial Partners (Tennessee)
Tennessee
$2K – – –
CAGAS
882
Capital Advisory Group Advisory Services
Minnesota
$2K +$899 +27 +82%
PFA
883
Professional Financial Advisors
Nebraska
$2K +$1.63K +49 New
JSC
884
Jackson Square Capital
California
$1K -$2.5K -75 -69%
EI
885
Ellevest Inc
New York
$1K -$1.43K -43 -56%
CWM
886
Cranbrook Wealth Management
Michigan
$1K – – –
FEG
887
Financial Enhancement Group
Indiana
$1K – – –
MF
888
Manchester Financial
California
$1K – – –
PW
889
Price Wealth
Texas
$1K – – –
PGAM
890
Princeton Global Asset Management
New Jersey
$1K – – –
TCM
891
TD Capital Management
Tennessee
$1K – – –
TCM
892
Tradewinds Capital Management
Washington
$1K – – –
APWA
893
Atlas Private Wealth Advisors
New Jersey
$1K +$33 +1 +5%
BWM
894
Baystate Wealth Management
Massachusetts
$1K +$33 +1 +4%
AWM
895
Atticus Wealth Management
Florida
$1K +$666 +20 New
AWM
896
Adams Wealth Management
Utah
$1K +$732 +22 New
APC
897
Aspire Private Capital
North Carolina
$1K +$766 +23 New
PFS
898
Prospera Financial Services
Texas
$1K +$799 +24 New
CA
899
Crewe Advisors
Utah
$1K +$965 +29 New
FP
900
Financial Perspectives
Minnesota
$449 – – –
34 35
36
37 38

KHC Hedge Fund Activity: Q3 2020 in Review

902 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q3 2020, worth a combined $22B — down 4.6% from $23B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new KHC positions and 88 closed out — a net gain of 19 holders — while 311 added to existing stakes and 320 trimmed.

The largest buyer was Invesco, adding an estimated $160M. The largest seller was Carmignac Gestion, exiting entirely with an estimated $122M sold.

  • 902 institutional investors held Kraft Heinz (KHC) as of Q3 2020, up from 890 in Q2 2020.
  • Funds reported $22B of Kraft Heinz stock for Q3 2020, down 4.6% quarter-over-quarter.
  • 107 funds opened new Kraft Heinz positions in Q3 2020 and 88 closed out, a net change of +19 holders.
  • The largest Kraft Heinz buyer in Q3 2020 was Invesco, an estimated $160M added.
  • The largest Kraft Heinz seller in Q3 2020 was Carmignac Gestion, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2020.