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Kraft Heinz
KHC

Overview Fund Activity

1,174 hedge funds and large institutions have $35.6B invested in Kraft Heinz in 2023 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 418 increasing their positions, 437 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,174
Holders Change
+53
Holders Change %
+4.73%
% of All Funds
17.21%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.21%
New
157
Increased
418
Reduced
437
Closed
89
Calls
$608M
Puts
$443M
Net Calls
+$166M
Net Calls Change
-$10.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$957M
2
Citadel Advisors
Citadel Advisors
Florida
$295M
3
BlackRock
BlackRock
New York
$3.35B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$572M
5
Deutsche Bank
Deutsche Bank
Germany
$164M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$9.47M
2
Bank of America
Bank of America
North Carolina
$927M
3
Squarepoint
Squarepoint
New York
$799K
4
UBS Group
UBS Group
Switzerland
$73.2M
5
Capital International Investors
Capital International Investors
California
$885M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
1101
Private Ocean
California
$3.96K – – –
MA
1102
MCF Advisors
Kentucky
$3.85K – – –
CFFP
1103
Center for Financial Planning
Michigan
$3.85K – – –
GWMIA
1104
Global Wealth Management Investment Advisory
Florida
$3.7K -$14.8K -400 -80%
ANBT
1105
American National Bank & Trust
Texas
$3.7K – – –
RIM
1106
Rockbridge Investment Management
New York
$3.7K +$3.7K +100 New
NF
1107
Norwood Financial
Pennsylvania
$3.7K – – –
PS
1108
PayPay Securities
Japan
$3.53K +$892 +24 +34%
IPW
1109
Impact Partnership Wealth
Georgia
$3.44K +$2.26K +61 +191%
MLA
1110
MB, Levis & Associates
Pennsylvania
$3.18K – – –
TFG
1111
Team Financial Group
California
$3.14K – – –
AF
1112
Arrow Financial
New York
$3.07K -$22.2K -600 -88%
LFA
1113
Livelsberger Financial Advisory
Ohio
$3.02K +$3.02K +82 New
RBC
1114
Roble Belko & Company
Pennsylvania
$3K – – –
LIWM
1115
Long Island Wealth Management
New York
$3K +$3K +94 New
PCFFS
1116
Pacific Center for Financial Services
California
$3K – – –
NOI
1117
Newton One Investments
Delaware
$2.91K +$37 +1 +1%
PCA
1118
Providence Capital Advisors
North Carolina
$2.85K – – –
SFFS
1119
Stonehage Fleming Financial Services
Jersey
$2.7K – – –
MSFP
1120
Mark Sheptoff Financial Planning
Connecticut
$2.55K -$11.8K -319 -82%
GWSA
1121
Global Wealth Strategies & Associates
Colorado
$2.55K -$481 -13 -16%
BHWM
1122
Bay Harbor Wealth Management
Maryland
$2.35K +$37 +1 +2%
SWA
1123
SOA Wealth Advisors
New York
$2.09K – – –
MFA
1124
McClarren Financial Advisors
Pennsylvania
$2K – – –
CSB
1125
City State Bank
Iowa
$2K – – –
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