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Kraft Heinz
KHC

1,026 hedge funds and large institutions have $30.9B invested in Kraft Heinz in 2021 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 364 increasing their positions, 361 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 82

1% more funds holding

Funds holding: 1,015 → 1,026 (+11)

2% more capital invested

Capital invested by funds: $30.2B → $30.9B (+$708M)

1% more repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 361

0.23% more ownership

Funds ownership: 61.73% → 61.97% (+0.23%)

14% less call options, than puts

Call options by funds: $435M | Put options by funds: $506M

36% less funds holding in top 10

Funds holding in top 10: 14 → 9 (-5)

Holders
1,026
Holders Change
+11
Holders Change %
+1.08%
% of All Funds
17.86%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.16%
New
102
Increased
364
Reduced
361
Closed
82
Calls
$435M
Puts
$506M
Net Calls
-$70.8M
Net Calls Change
-$141M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$211M
2
Morgan Stanley
Morgan Stanley
New York
+$130M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$120M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$96.8M
5
State Street
State Street
Massachusetts
+$40.2M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$106M
2
Norges Bank
Norges Bank
Norway
-$86.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$50.8M
4
SOMRS
State of Michigan Retirement System
Michigan
-$42.6M
5
CS
Credit Suisse
Switzerland
-$34.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
976
SOA Wealth Advisors
New York
$5K +$253 +6 +5%
BWM
977
BerganKDV Wealth Management
Minnesota
$5K +$2.82K +67 +116%
RDWM
978
Red Door Wealth Management
Tennessee
$5K +$5.26K +125 New
ETI
979
Enterprise Trust & Investment
California
$5K +$5.6K +133 New
BFG
980
Baron Financial Group
New Jersey
$4.69K – – –
SWM
981
Selective Wealth Management
Virginia
$4K -$44K -1,045 -91%
ACM
982
AUA Capital Management
Pennsylvania
$4K -$21K -500 -83%
CFFP
983
Center for Financial Planning
Michigan
$4K – – –
EWA
984
Evolution Wealth Advisors
Florida
$4K – – –
MAM
985
McCarthy Asset Management
California
$4K – – –
MFT
986
Moisand Fitzgerald Tamayo
Florida
$4K – – –
MFA
987
McClarren Financial Advisors
Pennsylvania
$4K +$4.21K +100 New
AF
988
Arrow Financial
New York
$3K – – –
AW
989
Avion Wealth
Texas
$3K – – –
FPS
990
Fieldpoint Private Securities
Connecticut
$3K – – –
HFS
991
HBC Financial Services
Washington
$3K – – –
PCFFS
992
Pacific Center for Financial Services
California
$3K – – –
SN
993
Sittner & Nelson
Oregon
$3K – – –
MFG
994
Monumental Financial Group
Maryland
$3K +$2.9K +69 New
AP
995
Atwood & Palmer
Missouri
$2K – – –
CAGAS
996
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
LF
997
Lee Financial
Texas
$2K – – –
PFA
998
Professional Financial Advisors
Nebraska
$2K – – –
SFO
999
Standard Family Office
South Dakota
$2K – – –
SFP
1000
Sterling Financial Planning
New Jersey
$2K – – –
38 39
40
41 42

KHC Hedge Fund Activity: Q2 2021 in Review

1,026 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q2 2021, worth a combined $30.9B — up 2.3% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new KHC positions and 82 closed out — a net gain of 20 holders — while 364 added to existing stakes and 361 trimmed.

The largest buyer was Capital International Investors, adding an estimated $211M. The largest seller was Franklin Resources, cutting an estimated $106M.

  • 1,026 institutional investors held Kraft Heinz (KHC) as of Q2 2021, up from 1,015 in Q1 2021.
  • Funds reported $30.9B of Kraft Heinz stock for Q2 2021, up 2.3% quarter-over-quarter.
  • 102 funds opened new Kraft Heinz positions in Q2 2021 and 82 closed out, a net change of +20 holders.
  • The largest Kraft Heinz buyer in Q2 2021 was Capital International Investors, an estimated $211M added.
  • The largest Kraft Heinz seller in Q2 2021 was Franklin Resources, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2021.