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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
FWM
876
Focused Wealth Management
New York
$22K -$180K -4,998 -90%
SIC
877
Salem Investment Counselors
North Carolina
$22K -$12.2K -339 -38%
OC
878
Oakworth Capital
Alabama
$22K
WP
879
Waycross Partners
Kentucky
$22K
CAM
880
Costello Asset Management
Pennsylvania
$21K -$11.2K -312 -37%
GSAM
881
Grant Street Asset Management
Pennsylvania
$21K +$144 +4 +0.8%
GEA
882
Glen Eagle Advisors
New Jersey
$20.2K
ARMC
883
American Research & Management Company
Massachusetts
$20K -$16.8K -466 -48%
WT
884
Washington Trust
Rhode Island
$20K -$14.2K -394 -43%
FRA
885
Front Row Advisors
California
$20K
WOC
886
West Oak Capital
California
$20K
TWA
887
TCI Wealth Advisors
Arizona
$20K +$7.71K +214 +75%
1832 Asset Management
888
1832 Asset Management
Ontario, Canada
$19K -$3.61M -100,125 -100%
BC
889
Bartlett & Co
Ohio
$19K -$4.18K -116 -20%
IFAM
890
Institutional & Family Asset Management
Colorado
$19K +$72 +2 +0.4%
BCWM
891
Bartlett & Co Wealth Management
Ohio
$18.6K -$4.18K -116 -20%
PCG
892
Private Capital Group
Connecticut
$18K -$19.3K -537 -54%
AA
893
Ancora Advisors
Ohio
$18K
COCM
894
Charter Oak Capital Management
New Hampshire
$18K
LAS
895
Lloyd Advisory Services
Georgia
$18K +$1.84K +51 +13%
Loomis, Sayles & Company
896
Loomis, Sayles & Company
Massachusetts
$18K +$16.4K +455 New
FCB
897
First Command Bank
Texas
$17K
FCFS
898
First Command Financial Services
Texas
$17K
FFA
899
Freedman Financial Associates
Massachusetts
$17K
AIG
900
American International Group
New York
$16.6K -$1.05M -29,102 -7%

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.