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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
CYG
926
Clean Yield Group
Vermont
$5K – – –
KCM
927
Kathmere Capital Management
Pennsylvania
$5K – – –
LWANC
928
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K – – –
SIAP
929
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K – – –
JWM
930
Janiczek Wealth Management
Colorado
$5K +$519 +16 +13%
LIA
931
Luken Investment Analytics
Tennessee
$5K +$4.48K +138 New
TFA
932
Toth Financial Advisory
Virginia
$5K +$4.87K +150 New
TAIM
933
TD Ameritrade Investment Management
Nebraska
$4K -$67.3K -2,073 -95%
EWA
934
Evolution Wealth Advisors
Florida
$4K -$2.82K -87 -45%
AA
935
AlphaMark Advisors
Kentucky
$4K – – –
CFFP
936
Center for Financial Planning
Michigan
$4K – – –
HI
937
Human Investing
Oregon
$4K – – –
JFGIW
938
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K – – –
MCM
939
MV Capital Management
Maryland
$4K – – –
SFSIG
940
San Francisco Sentry Investment Group
California
$4K – – –
FPCG
941
Fort Pitt Capital Group
Pennsylvania
$4K +$3.99K +123 New
BFG
942
Baron Financial Group
New Jersey
$3.99K – – –
AF
943
Arrow Financial
New York
$3K – – –
HFS
944
HBC Financial Services
Washington
$3K – – –
PCFFS
945
Pacific Center for Financial Services
California
$3K – – –
VCM
946
Versant Capital Management
Arizona
$3K – – –
CAAS
947
Capital Asset Advisory Services
Michigan
$3K +$2.37K +73 New
FPS
948
Fieldpoint Private Securities
Connecticut
$3K +$2.82K +87 New
MAM
949
McCarthy Asset Management
California
$3K +$2.99K +92 New
RCA
950
Ranch Capital Advisors
Florida
$3K +$3.73K +115 New
36 37
38
39 40

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.