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Kraft Heinz

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: 890902 (+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: 1715 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BBP
926
Banco BTG Pactual
Brazil
-$535K -16,763 Closed
KMWM
927
Keudell/Morrison Wealth Management
Oregon
-$458K -14,355 Closed
CWS
928
Cypress Wealth Services
California
-$450K -14,126 Closed
CWM
929
Centric Wealth Management
Illinois
-$442K -13,857 Closed
PFM
930
Parsec Financial Management
North Carolina
-$425K -13,324 Closed
VI
931
Versor Investments
New York
-$354K -11,100 Closed
NAS
932
Nicolet Advisory Services
Wisconsin
-$333K -10,445 Closed
ER
933
Enlightenment Research
Florida
-$328K -10,300 Closed
FT
934
Fiduciary Trust
Massachusetts
-$317K -9,916 Closed
MFS
935
Mirabella Financial Services
United Kingdom
-$315K -9,868 Closed
MYAM
936
Meiji Yasuda Asset Management
Japan
-$298K -9,353 Closed
QP
937
Quilter Plc
United Kingdom
-$290K -9,104 Closed
XF
938
XML Financial
Maryland
-$286K -8,982 Closed
FHB
939
First Hawaiian Bank
Hawaii
-$275K -8,620 Closed
LBD
940
Landsberg Bennett & Dubbaneh
Florida
-$270K -8,542 Closed
CI
941
Capital International
California
-$258K -8,100 Closed
FG
942
Fiduciary Group
Georgia
-$256K -8,017 Closed
NG
943
Northstar Group
New York
-$240K -7,510 Closed
WSFS
944
Wilmington Savings Fund Society
Delaware
-$232K -7,265 Closed
P
945
Pitcairn
Pennsylvania
-$231K -7,232 Closed
Kovitz Investment Group Partners
946
Kovitz Investment Group Partners
Illinois
-$229K -7,184 Closed
MGIA
947
Moneta Group Investment Advisors
Missouri
-$218K -6,836 Closed
IAA
948
Independent Advisor Alliance
North Carolina
-$218K -6,828 Closed
THWM
949
Taylor Hoffman Wealth Management
Virginia
-$216K -6,765 Closed
FWSM
950
First Wilshire Securities Management
California
-$214K -6,700 Closed

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.