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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
FCT
951
First Community Trust
Iowa
$40.7K
PI
952
PineBridge Investments
New York
$40.4K +$3.09K +78 +8%
CSPIA
953
Cary Street Partners Investment Advisory
Virginia
$40.3K -$4.83K -122 -10%
HS
954
Horan Securities
United States
$40.2K +$8.04K +203 +24%
HFS
955
Hantz Financial Services
Michigan
$39K
GFPC
956
Global Financial Private Client
Florida
$38.8K
OLVIG
957
Oliver Lagore Vanvalin Investment Group
Michigan
$38K +$20.4K +514 +110%
CAL
958
Capital Advisors Ltd
Ohio
$38K -$11.7K -295 -23%
TFGT
959
TS Financial Group (TSFG)
Illinois
$38K
HI
960
Hoey Investments
Pennsylvania
$36.5K -$8.35K -211 -18%
BWL
961
Bogart Wealth LLC
Virginia
$36.1K -$40 -1 -0.1%
TF
962
Tompkins Financial
New York
$36K -$3.88K -98 -10%
ZB
963
Zions Bancorporation
Utah
$34.5K -$2.81K -71 -7%
TCM
964
TD Capital Management
Tennessee
$34K +$317 +8 +0.9%
DWMG
965
DB Wealth Management Group
California
$33.6K
Capstone Investment Advisors
966
Capstone Investment Advisors
New York
$32.6K +$33.4K +843 New
FFA
967
Farther Finance Advisors
California
$30.8K +$594 +15 +2%
FWM
968
Focused Wealth Management
New York
$30.3K -$3.21K -81 -9%
SIC
969
Salem Investment Counselors
North Carolina
$30.3K -$4.91K -124 -14%
PCM
970
Pointe Capital Management
Michigan
$30.3K +$31K +783 New
WIM
971
Westside Investment Management
California
$30.1K
PGAM
972
Princeton Global Asset Management
New Jersey
$29.8K
PMFA
973
Plante Moran Financial Advisors
Michigan
$29.6K
VWM
974
Valley Wealth Managers
New Jersey
$28.3K -$515 -13 -2%
DAC
975
Dividend Assets Capital
South Carolina
$28K

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.