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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
GIA
1201
Gateway Investment Advisers
Ohio
-$205K -5,038 Closed
SSA
1202
South Street Advisors
New York
-$204K -5,000 Closed
ABLA
1203
Alan B. Lancz & Associates
Ohio
-$147K -3,466 Closed
MSCM
1204
McElhenny Sheffield Capital Management
Texas
-$135K -3,325 Closed
AWM
1205
Accurate Wealth Management
Florida
-$134K -3,169 Closed
DCM
1206
Dupont Capital Management
Delaware
-$78.2K -1,921 Closed
GPI
1207
General Partner Inc
Pennsylvania
-$59.4K -1,460 Closed
RMC
1208
Resources Management Corp
Connecticut
-$57K -1,400 Closed
RFG
1209
RFP Financial Group
Georgia
-$54.8K -1,347 Closed
HNWAG
1210
High Net Worth Advisory Group
Florida
-$50.1K -1,230 Closed
TL
1211
Tradewinds LLC
North Carolina
-$370K -1,172 Closed
CA
1212
Corrado Advisors
New Jersey
-$28.2K -692 Closed
MWM
1213
MinichMacGregor Wealth Management
New York
-$19.5K -480 Closed
RBC
1214
Romano Brothers & Co
Illinois
-$17.8K -438 Closed
PFC
1215
Phocas Financial Corp
California
-$16.3K -400 Closed
ANBT
1216
American National Bank & Trust
Texas
-$16K -394 Closed
MGI
1217
MayTech Global Investments
New York
-$13.6K -333 Closed
GIA
1218
Goodwin Investment Advisory
Georgia
-$8.88K -218 Closed
NSB
1219
Norway Savings Bank
Maine
-$8.22K -202 Closed
QL
1220
Quarry LP
New York
-$6.96K -171 Closed
LS
1221
Leelyn Smith
Illinois
-$6.55K -161 Closed
PPWM
1222
PFG Private Wealth Management
Florida
-$5K -112 Closed
SC
1223
Sierra Capital
Florida
-$4K -98 Closed
SFFS
1224
Stonehage Fleming Financial Services
Jersey
-$2.97K -73 Closed
FA
1225
Fiduciary Alliance
South Carolina
-$2.86K -70 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.