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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
IFAM
1051
Institutional & Family Asset Management
Colorado
$7.75K +$79 +2 +1%
PA
1052
PSI Advisors
Florida
$7.73K
JMF
1053
Johnson Midwest Financial
Iowa
$7.67K +$79 +2 +1%
CAL
1054
Capital Analysts LLC
Pennsylvania
$7K -$9.98K -252 -57%
ADL
1055
Asset Dedication LLC
California
$7K
BG
1056
Bollard Group
Massachusetts
$7K
MUMSS
1057
Mitsubishi UFJ Morgan Stanley Securities
Japan
$7K +$7.64K +193 New
ME
1058
McIlrath & Eck
Washington
$6.54K
MLA
1059
MB, Levis & Associates
Pennsylvania
$6.49K +$3.25K +82 +95%
MAM
1060
Meeder Asset Management
Ohio
$6.46K -$15.6K -394 -70%
CSWM
1061
Cassady Schiller Wealth Management
Ohio
$6.23K
RWM
1062
Ruedi Wealth Management
Illinois
$6.11K
JWM
1063
Janiczek Wealth Management
Colorado
$6.06K -$436 -11 -7%
CMP
1064
Coston McIsaac & Partners
Maine
$6K +$198 +5 +3%
RTL
1065
Red Tortoise LLC
Georgia
$5.76K
NECFA
1066
New England Capital Financial Advisors
Connecticut
$5.68K +$79 +2 +1%
JFA
1067
JNBA Financial Advisors
Minnesota
$5.38K
MFT
1068
Moisand Fitzgerald Tamayo
Florida
$5.34K
SIS
1069
Sound Income Strategies
Florida
$5.34K +$317 +8 +6%
CWC
1070
Carolinas Wealth Consulting
North Carolina
$4.52K -$21.8K -551 -82%
LWANC
1071
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.29K
FFA
1072
Fairfield Financial Advisors
Massachusetts
$4.27K +$40 +1 +0.9%
PO
1073
Private Ocean
California
$4.14K +$4.24K +107 New
MA
1074
MCF Advisors
Kentucky
$4.02K -$90.5K -2,285 -96%
CFFP
1075
Center for Financial Planning
Michigan
$4.02K

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.