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Kraft Heinz

1,139 hedge funds and large institutions have $34.7B invested in Kraft Heinz in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 455 increasing their positions, 400 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $569M | Put options by funds: $398M

14% more repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 400

1.46% more ownership

Funds ownership: 71.76%73.22% (+1.5%)

3% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 93

3% less capital invested

Capital invested by funds: $35.9B → $34.7B (-$1.17B)

2% less funds holding

Funds holding: 1,1661,139 (-27)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
1,139
Holders Change
-27
Holders Change %
-2.32%
% of All Funds
18.15%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
90
Increased
455
Reduced
400
Closed
93
Calls
$569M
Puts
$398M
Net Calls
+$171M
Net Calls Change
+$126K
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
926
Resurgent Financial Advisors
Georgia
$67.9K +$831 +21 +1%
GI
927
Gradient Investments
Minnesota
$66.8K +$19.8K +501 +41%
VNA
928
Valley National Advisers
Pennsylvania
$66K -$3.96K -100 -6%
CA
929
Clearstead Advisors
Ohio
$65K +$634 +16 +1%
CAM
930
Close Asset Management
United Kingdom
$63K
MA
931
Montag & Associates
Georgia
$62.9K -$16.3K -412 -20%
AT
932
Avalon Trust
New Mexico
$61.9K +$63.4K +1,600 New
PP
933
PFS Partners
New Jersey
$61.1K -$1.98K -50 -3%
Twin Tree Management
934
Twin Tree Management
Texas
$59.1K +$60.5K +1,529 New
AF
935
Advisornet Financial
Minnesota
$56.2K +$2.22K +56 +4%
MPWT
936
MassMutual Private Wealth & Trust
Connecticut
$55.7K +$9.46K +239 +20%
BCWM
937
Bartlett & Co Wealth Management
Ohio
$54.5K -$14K -353 -20%
BC
938
Bartlett & Co
Ohio
$54K -$14K -353 -20%
GWS
939
Glassman Wealth Services
Virginia
$54K +$752 +19 +1%
FPFS
940
First Personal Financial Services
North Carolina
$53.4K
KA
941
Kozak & Associates
Colorado
$50.5K +$515 +13 +1%
AIM
942
Anchor Investment Management
South Carolina
$49.3K +$40 +1 +0.1%
VCM
943
Versant Capital Management
Arizona
$47.5K +$238 +6 +0.5%
BIA
944
Bell Investment Advisors
California
$47.3K +$2.73K +69 +6%
CHA
945
Carmichael Hill & Associates
Maryland
$46.8K
CWM
946
Compass Wealth Management
Connecticut
$46.4K
HCM
947
Horrell Capital Management
Arkansas
$44K
FWA
948
FSC Wealth Advisors
New York
$42.1K +$38K +959 +738%
LWCFA
949
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41.3K
EI
950
Ellevest Inc
New York
$41.1K +$9.86K +249 +31%

KHC Hedge Fund Activity: Q1 2023 in Review

1,139 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q1 2023, worth a combined $34.7B — down 3.3% from $35.9B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of KHC and 90 opened new positions — a net loss of 3 holders — while 400 trimmed existing stakes and 455 added.

The largest buyer was Bank of America, adding an estimated $827M. The largest seller was Capital World Investors, cutting an estimated $162M.

  • 1,139 institutional investors held Kraft Heinz (KHC) as of Q1 2023, down from 1,166 in Q4 2022.
  • Funds reported $34.7B of Kraft Heinz stock for Q1 2023, down 3.3% quarter-over-quarter.
  • 90 funds opened new Kraft Heinz positions in Q1 2023 and 93 closed out, a net change of -3 holders.
  • The largest Kraft Heinz buyer in Q1 2023 was Bank of America, an estimated $827M added.
  • The largest Kraft Heinz seller in Q1 2023 was Capital World Investors, an estimated $162M sold.

Based on aggregated 13F filings for Q1 2023.