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Kraft Heinz
KHC

982 hedge funds and large institutions have $25.9B invested in Kraft Heinz in 2020 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 336 increasing their positions, 326 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 76

18% more capital invested

Capital invested by funds: $22B → $25.9B (+$3.89B)

9% more funds holding

Funds holding: 902 → 982 (+80)

3% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 326

0.75% more ownership

Funds ownership: 59.97% → 60.72% (+0.75%)

13% less funds holding in top 10

Funds holding in top 10: 15 → 13 (-2)

19% less call options, than puts

Call options by funds: $412M | Put options by funds: $508M

Holders
982
Holders Change
+80
Holders Change %
+8.87%
% of All Funds
17.38%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.23%
New
169
Increased
336
Reduced
326
Closed
76
Calls
$412M
Puts
$508M
Net Calls
-$95.8M
Net Calls Change
+$32.5M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$396M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$125M
3
JP Morgan Chase
JP Morgan Chase
New York
+$96.5M
4
Capital International Investors
Capital International Investors
California
+$40.3M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$37.8M

Top Sellers

1
AIG
American International Group
New York
-$197M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$129M
3
Franklin Resources
Franklin Resources
California
-$82.4M
4
BlackRock
BlackRock
New York
-$48.2M
5
Citadel Advisors
Citadel Advisors
Florida
-$40.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1026
Avestar Capital
New York
– -$202K -6,612 Closed
NIM
1027
NuWave Investment Management
New Jersey
– -$81K -2,693 Closed
HMS
1028
Hanseatic Management Services
New Mexico
– -$78K -2,613 Closed
FFA
1029
Founders Financial Alliance
North Carolina
– -$75K -2,512 Closed
RIM
1030
Rampart Investment Management
Connecticut
– -$68K -2,268 Closed
MIFH
1031
Migdal Insurance & Financial Holdings
Israel
– -$65K -2,168 Closed
FQ
1032
First Quadrant
California
– -$60K -2,000 Closed
GSWM
1033
Golden State Wealth Management
California
– -$50K -1,654 Closed
PWM
1034
Provident Wealth Management
Tennessee
– -$42K -1,400 Closed
SQA
1035
Simon Quick Advisors
New Jersey
– -$33K -1,016 -100%
AIL
1036
AGF Investments LLC
Ontario, Canada
– -$25K -831 Closed
SC
1037
Slow Capital
California
– -$18K -616 Closed
HFA
1038
HC Financial Advisors
California
– -$17K -575 Closed
KPCM
1039
Kings Point Capital Management
New York
– -$12K -398 Closed
NNP
1040
Nachman Norwood & Parrott
South Carolina
– -$12K -389 Closed
RWG
1041
Regal Wealth Group
California
– -$11K -372 Closed
AA
1042
Advisory Alpha
Michigan
– -$11K -368 Closed
PFWA
1043
Paces Ferry Wealth Advisors
Georgia
– -$10K -328 Closed
HIIFS
1044
Harel Insurance Investments & Financial Services
Israel
– -$9K -310 Closed
BWM
1045
BNC Wealth Management
Oregon
– -$7K -238 Closed
CHC
1046
City Holding Co
West Virginia
– -$4K -138 Closed
AWM
1047
AllSquare Wealth Management
New York
– -$4K -136 Closed
PG
1048
Proffitt & Goodson
Tennessee
– -$3K -115 Closed
WCG
1049
Weaver Consulting Group
California
– -$3K -98 Closed
DI
1050
Disciplined Investments
Oklahoma
– -$3K -85 Closed
39 40 41
42
43

KHC Hedge Fund Activity: Q4 2020 in Review

982 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q4 2020, worth a combined $25.9B — up 18% from $22B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new KHC positions and 76 closed out — a net gain of 93 holders — while 336 added to existing stakes and 326 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $396M. The largest seller was American International Group, cutting an estimated $197M.

  • 982 institutional investors held Kraft Heinz (KHC) as of Q4 2020, up from 902 in Q3 2020.
  • Funds reported $25.9B of Kraft Heinz stock for Q4 2020, up 18% quarter-over-quarter.
  • 169 funds opened new Kraft Heinz positions in Q4 2020 and 76 closed out, a net change of +93 holders.
  • The largest Kraft Heinz buyer in Q4 2020 was Capital Research Global Investors, an estimated $396M added.
  • The largest Kraft Heinz seller in Q4 2020 was American International Group, an estimated $197M sold.

Based on aggregated 13F filings for Q4 2020.