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Kraft Heinz

1,127 hedge funds and large institutions have $31.8B invested in Kraft Heinz in 2023 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 461 increasing their positions, 370 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $502M | Put options by funds: $326M

25% more repeat investments, than reductions

Existing positions increased: 461 | Existing positions reduced: 370

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.07% more ownership

Funds ownership: 75.79%76.86% (+1.1%)

4% less capital invested

Capital invested by funds: $33B → $31.8B (-$1.25B)

3% less funds holding

Funds holding: 1,1641,127 (-37)

15% less first-time investments, than exits

New positions opened: 120 | Existing positions closed: 141

Holders
1,127
Holders Change
-37
Holders Change %
-3.18%
% of All Funds
17.89%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
120
Increased
461
Reduced
370
Closed
141
Calls
$502M
Puts
$326M
Net Calls
+$177M
Net Calls Change
+$62.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1251
Crewe Advisors
Utah
-$12.6K -355 Closed
WPA
1252
West Paces Advisors
Georgia
-$10.7K -300 Closed
DAC
1253
Dividend Assets Capital
South Carolina
-$9K -260 Closed
Loomis, Sayles & Company
1254
Loomis, Sayles & Company
Massachusetts
-$5K -152 Closed
Parallax Volatility Advisers
1255
Parallax Volatility Advisers
California
-$5.18K -150 Closed
GBT
1256
Grove Bank & Trust
Florida
-$3.62K -102 Closed
CWP
1257
Concord Wealth Partners
Virginia
-$2.85K -80 Closed
GTAM
1258
Global Trust Asset Management
Florida
-$2.76K -80 Closed
FA
1259
Fiduciary Alliance
South Carolina
-$2.49K -70 Closed
VF
1260
VitalStone Financial
Texas
-$2K -59 Closed
DI
1261
Disciplined Investments
Oklahoma
-$1.81K -51 Closed
PAI
1262
Pittenger & Anderson Inc
Nebraska
-$1.63K -46 Closed
2L
1263
25 LLC
Missouri
-$856 -24 Closed
SHIM
1264
Stone House Investment Management
Pennsylvania
-$832 -23 Closed
FSWA
1265
Financial Synergies Wealth Advisors
Texas
-$781 -22 Closed
BCM
1266
Basso Capital Management
Connecticut
-$587 -17 Closed
CAS
1267
Coppell Advisory Solutions
Texas
-$315 -9 Closed
Kayne Anderson Rudnick Investment Management
1268
Kayne Anderson Rudnick Investment Management
California
-$142 -4 Closed

KHC Hedge Fund Activity: Q3 2023 in Review

1,127 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q3 2023, worth a combined $31.8B — down 3.8% from $33B a quarter earlier.

Sellers outnumbered buyers: 141 funds closed out of KHC and 120 opened new positions — a net loss of 21 holders — while 370 trimmed existing stakes and 461 added.

The largest buyer was BlackRock, adding an estimated $109M. The largest seller was Bank of America, cutting an estimated $101M.

  • 1,127 institutional investors held Kraft Heinz (KHC) as of Q3 2023, down from 1,164 in Q2 2023.
  • Funds reported $31.8B of Kraft Heinz stock for Q3 2023, down 3.8% quarter-over-quarter.
  • 120 funds opened new Kraft Heinz positions in Q3 2023 and 141 closed out, a net change of -21 holders.
  • The largest Kraft Heinz buyer in Q3 2023 was BlackRock, an estimated $109M added.
  • The largest Kraft Heinz seller in Q3 2023 was Bank of America, an estimated $101M sold.

Based on aggregated 13F filings for Q3 2023.