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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
FRM
951
Fox Run Management
Connecticut
-$212K -6,662 Closed
PCM
952
Parsons Capital Management
Rhode Island
-$210K -6,579 Closed
CC
953
Cannell & Co
New York
-$207K -6,491 Closed
VAG
954
VisionPoint Advisory Group
Texas
-$223K -6,436 Closed
AIA
955
Avalon Investment & Advisory
Texas
-$205K -6,433 Closed
PAS
956
Partnervest Advisory Services
California
-$203K -6,376 Closed
SFO
957
Stokes Family Office
Louisiana
-$203K -6,367 Closed
WSC
958
Wellington Shields & Co
New York
-$201K -6,298 Closed
NFC
959
Northeast Financial Consultants
Connecticut
-$200K -6,260 Closed
OPS
960
Orion Portfolio Solutions
Nebraska
-$111K -3,474 Closed
WAM
961
Wolverine Asset Management
Illinois
-$100K -3,154 Closed
CFG
962
Citizens Financial Group
Rhode Island
-$96K -3,012 Closed
CCM
963
CAAS Capital Management
New York
-$73K -2,300 Closed
CWP
964
CFM Wealth Partners
Texas
-$72K -2,284 Closed
PA
965
Procyon Advisors
Connecticut
-$58K -1,829 Closed
MAM
966
Magellan Asset Management
Australia
-$54K -1,707 Closed
ACA
967
Atlas Capital Advisors
Wyoming
-$54.2K -1,700 Closed
O
968
Ossiam
France
-$54K -1,691 Closed
MA
969
Modus Advisors
Minnesota
-$44K -1,368 Closed
PIMG
970
Patriot Investment Management Group
Tennessee
-$34.1K -1,070 Closed
WFMPM
971
Woodley Farra Manion Portfolio Management
Indiana
-$24K -746 Closed
BAM
972
Barrett Asset Management
New York
-$21K -649 Closed
BL
973
Balentine LLC
Georgia
-$21K -647 Closed
KPW
974
Kore Private Wealth
New York
-$18K -579 Closed
Loomis, Sayles & Company
975
Loomis, Sayles & Company
Massachusetts
-$14K -439 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.