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Kraft Heinz
KHC

982 hedge funds and large institutions have $25.9B invested in Kraft Heinz in 2020 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 336 increasing their positions, 326 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 76

18% more capital invested

Capital invested by funds: $22B → $25.9B (+$3.89B)

9% more funds holding

Funds holding: 902 → 982 (+80)

3% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 326

0.75% more ownership

Funds ownership: 59.97% → 60.72% (+0.75%)

13% less funds holding in top 10

Funds holding in top 10: 15 → 13 (-2)

19% less call options, than puts

Call options by funds: $412M | Put options by funds: $508M

Holders
982
Holders Change
+80
Holders Change %
+8.87%
% of All Funds
17.38%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.23%
New
169
Increased
336
Reduced
326
Closed
76
Calls
$412M
Puts
$508M
Net Calls
-$95.8M
Net Calls Change
+$32.5M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$396M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$125M
3
JP Morgan Chase
JP Morgan Chase
New York
+$96.5M
4
Capital International Investors
Capital International Investors
California
+$40.3M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$37.8M

Top Sellers

1
AIG
American International Group
New York
-$197M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$129M
3
Franklin Resources
Franklin Resources
California
-$82.4M
4
BlackRock
BlackRock
New York
-$48.2M
5
Citadel Advisors
Citadel Advisors
Florida
-$40.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
901
Islay Capital Management
Texas
$8K – – –
IWP
902
IAG Wealth Partners
Wisconsin
$8K +$65 +2 +0.9%
LWCFA
903
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K +$5.62K +173 +304%
FWM
904
Filbrandt Wealth Management
Wisconsin
$7K -$8.12K -250 -57%
HWA
905
HHM Wealth Advisors
Tennessee
$7K -$4.54K -140 -41%
TF
906
Tompkins Financial
New York
$7K -$4.48K -138 -41%
M
907
MOTCO
Texas
$7K -$4.09K -126 -39%
BWP
908
Baldwin Wealth Partners
Massachusetts
$7K – – –
CA
909
Centerpoint Advisors
Massachusetts
$7K – – –
FMTCOCP
910
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K – – –
LS
911
Leelyn Smith
Illinois
$7K +$32 +1 +0.5%
SWM
912
Selective Wealth Management
Virginia
$7K +$3.41K +105 +105%
ECM
913
Estabrook Capital Management
New York
$6.86K – – –
CAM
914
ClariVest Asset Management
California
$6K -$539K -16,600 -99%
TC
915
Trust Company
Kansas
$6K -$24.1K -743 -81%
GAM
916
Gemmer Asset Management
California
$6K – – –
PWMG
917
Prestige Wealth Management Group
New Jersey
$6K – – –
TFS
918
TrustCore Financial Services
Tennessee
$6K – – –
LFG
919
Larson Financial Group
Missouri
$6K +$65 +2 +1%
AssetMark Inc
920
AssetMark Inc
California
$6K +$357 +11 +7%
JFA
921
JNBA Financial Advisors
Minnesota
$6K +$747 +23 +15%
MS
922
Mizuho Securities
Japan
$6K +$5.16K +159 New
RWB
923
RMR Wealth Builders
New Jersey
$6K +$6.07K +187 New
RCG
924
Rock Creek Group
District of Columbia
$5K -$59.3K -1,826 -93%
BHWM
925
Bay Harbor Wealth Management
Maryland
$5K – – –
35 36
37
38 39

KHC Hedge Fund Activity: Q4 2020 in Review

982 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q4 2020, worth a combined $25.9B — up 18% from $22B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new KHC positions and 76 closed out — a net gain of 93 holders — while 336 added to existing stakes and 326 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $396M. The largest seller was American International Group, cutting an estimated $197M.

  • 982 institutional investors held Kraft Heinz (KHC) as of Q4 2020, up from 902 in Q3 2020.
  • Funds reported $25.9B of Kraft Heinz stock for Q4 2020, up 18% quarter-over-quarter.
  • 169 funds opened new Kraft Heinz positions in Q4 2020 and 76 closed out, a net change of +93 holders.
  • The largest Kraft Heinz buyer in Q4 2020 was Capital Research Global Investors, an estimated $396M added.
  • The largest Kraft Heinz seller in Q4 2020 was American International Group, an estimated $197M sold.

Based on aggregated 13F filings for Q4 2020.