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Kraft Heinz

1,015 hedge funds and large institutions have $30.2B invested in Kraft Heinz in 2021 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 368 increasing their positions, 349 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 92

17% more capital invested

Capital invested by funds: $25.9B → $30.2B (+$4.33B)

15% more call options, than puts

Call options by funds: $527M | Put options by funds: $457M

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

3% more funds holding

Funds holding: 9821,015 (+33)

1.01% more ownership

Funds ownership: 60.72%61.73% (+1%)

5% more repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 349

Holders
1,015
Holders Change
+33
Holders Change %
+3.36%
% of All Funds
17.82%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
136
Increased
368
Reduced
349
Closed
92
Calls
$527M
Puts
$457M
Net Calls
+$70.6M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
951
AssetMark Inc
California
$6K -$396 -11 -6%
MS
952
Mizuho Securities
Japan
$6K -$144 -4 -3%
TFA
953
Toth Financial Advisory
Virginia
$6K
RA
954
Resolute Advisors
California
$6K +$3.96K +110 +355%
SC
955
Sierra Capital
Florida
$6K +$5.22K +145 New
JWM
956
Janiczek Wealth Management
Colorado
$5K -$576 -16 -12%
LWANC
957
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K
SIAP
958
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K
VCM
959
Versant Capital Management
Arizona
$5K
AA
960
AlphaMark Advisors
Kentucky
$5K +$36 +1 +0.9%
SWA
961
SOA Wealth Advisors
New York
$5K +$324 +9 +8%
MCM
962
MV Capital Management
Maryland
$5K +$468 +13 +12%
LWA
963
Lenox Wealth Advisors
New York
$5K +$4.29K +119 +2,975%
GAM
964
Grandview Asset Management
Pennsylvania
$5K +$4.5K +125 New
WWMSC
965
Wagner Wealth Management (South Carolina)
South Carolina
$5K +$4.9K +136 New
BFG
966
Baron Financial Group
New Jersey
$4.6K
HFS
967
HBC Financial Services
Washington
$4.11K
MFT
968
Moisand Fitzgerald Tamayo
Florida
$4K -$15.5K -429 -80%
TC
969
Trust Company
Kansas
$4K -$3.17K -88 -49%
EWA
970
Evolution Wealth Advisors
Florida
$4K -$360 -10 -9%
CFFP
971
Center for Financial Planning
Michigan
$4K
HI
972
Human Investing
Oregon
$4K
MAM
973
McCarthy Asset Management
California
$4K
TAIM
974
TD Ameritrade Investment Management
Nebraska
$4K
DWP
975
Destiny Wealth Partners
Florida
$4K +$3.64K +101 New

KHC Hedge Fund Activity: Q1 2021 in Review

1,015 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q1 2021, worth a combined $30.2B — up 17% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new KHC positions and 92 closed out — a net gain of 44 holders — while 368 added to existing stakes and 349 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $345M. The largest seller was Franklin Resources, cutting an estimated $134M.

  • 1,015 institutional investors held Kraft Heinz (KHC) as of Q1 2021, up from 982 in Q4 2020.
  • Funds reported $30.2B of Kraft Heinz stock for Q1 2021, up 17% quarter-over-quarter.
  • 136 funds opened new Kraft Heinz positions in Q1 2021 and 92 closed out, a net change of +44 holders.
  • The largest Kraft Heinz buyer in Q1 2021 was Capital World Investors, an estimated $345M added.
  • The largest Kraft Heinz seller in Q1 2021 was Franklin Resources, an estimated $134M sold.

Based on aggregated 13F filings for Q1 2021.