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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
WAM
1176
Wakefield Asset Management
Colorado
-$387K -9,509 Closed
OWM
1177
OneAscent Wealth Management
Alabama
-$381K -9,370 Closed
FIM
1178
Freedom Investment Management
Connecticut
-$347K -8,533 Closed
OFS
1179
OneAscent Financial Services
Alabama
-$341K -8,379 Closed
F4L
1180
Fortune 45 LLC
Louisiana
-$330K -8,116 Closed
HIG
1181
Herr Investment Group
Texas
-$287K -7,060 Closed
AC
1182
AXQ Capital
New Jersey
-$277K -6,816 Closed
MAM
1183
Madison Asset Management
Wisconsin
-$269K -6,619 Closed
APP
1184
Avantax Planning Partners
Iowa
-$269K -6,618 Closed
AWM
1185
Alterna Wealth Management
Texas
-$265K -6,511 Closed
SAG
1186
SageView Advisory Group
California
-$252K -6,202 Closed
Squarepoint
1187
Squarepoint
New York
-$235K -5,946 Closed
PWM
1188
Perigon Wealth Management
California
-$240K -5,892 Closed
SOS
1189
Silver Oak Securities
Tennessee
-$239K -5,863 Closed
IFWM
1190
Institute for Wealth Management
Colorado
-$238K -5,851 Closed
BFIM
1191
Beese Fulmer Investment Management
Ohio
-$232K -5,708 Closed
SOW
1192
State of Wyoming
Wyoming
-$224K -5,501 Closed
KIA
1193
KCM Investment Advisors
California
-$218K -5,351 Closed
PFM
1194
Patton Fund Management
Texas
-$218K -5,348 Closed
WANY
1195
Wealthspire Advisors (New York)
New York
-$214K -5,260 Closed
CIA
1196
Capital Investment Advisors
Georgia
-$213K -5,242 Closed
CC
1197
Chicago Capital
Illinois
-$211K -5,186 Closed
WC
1198
Wexford Capital
Florida
-$211K -5,178 Closed
FNFDCM
1199
Folger Nolan Fleming Douglas Capital Management
District of Columbia
-$210K -5,165 Closed
CCIA
1200
Cherry Creek Investment Advisors
Colorado
-$208K -5,106 Closed

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.