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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
OCM
1001
Orion Capital Management
California
$19.3K
AP
1002
Arlington Partners
Alabama
$19.2K
AWM
1003
Accel Wealth Management
Iowa
$18.6K +$79 +2 +0.4%
WOC
1004
West Oak Capital
California
$18.2K
CT
1005
Colonial Trust
South Carolina
$17.9K +$5.15K +130 +39%
GEA
1006
Glen Eagle Advisors
New Jersey
$17.4K +$1.03K +26 +6%
WAM
1007
Worth Asset Management
Texas
$17.4K
GGI
1008
Godsey & Gibb Inc
Virginia
$17.2K
HGERS
1009
Householder Group Estate & Retirement Specialist
Arizona
$17K +$17.3K +437 New
PB
1010
Pinnacle Bancorp
Nebraska
$16.5K
MCM
1011
MV Capital Management
Maryland
$16.1K +$2.46K +62 +17%
TIM
1012
Tortoise Investment Management
New York
$15.8K
RCG
1013
Rock Creek Group
District of Columbia
$15.4K -$2.1K -53 -12%
DIP
1014
DT Investment Partners
Pennsylvania
$15.3K -$1.5K -38 -9%
Commonwealth Equity Services
1015
Commonwealth Equity Services
Massachusetts
$15.1K -$889K -22,447 -5%
FCB
1016
First Command Bank
Texas
$14.9K +$2.73K +69 +22%
FCFS
1017
First Command Financial Services
Texas
$14.9K +$2.73K +69 +22%
CUAMC
1018
China Universal Asset Management Company
China
$14.3K +$14.7K +370 New
AA
1019
Addison Advisors
Vermont
$14.3K -$554 -14 -4%
OC
1020
Oakworth Capital
Alabama
$14.2K
EWM
1021
Evermay Wealth Management
Virginia
$14.1K
CSB
1022
City State Bank
Iowa
$14K
GCM
1023
Gables Capital Management
Florida
$13.8K
PSB
1024
Piscataqua Savings Bank
New Hampshire
$13.5K
EDRH
1025
Edmond de Rothschild Holding
Switzerland
$13.4K

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.