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Kraft Heinz

890 hedge funds and large institutions have $23B invested in Kraft Heinz in 2020 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 310 increasing their positions, 307 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 81

32% more capital invested

Capital invested by funds: $17.5B → $23B (+$5.52B)

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

6% more funds holding

Funds holding: 841890 (+49)

1.01% more ownership

Funds ownership: 57.96%58.97% (+1%)

1% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 307

32% less call options, than puts

Call options by funds: $369M | Put options by funds: $544M

Holders
890
Holders Change
+49
Holders Change %
+5.83%
% of All Funds
18.25%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.35%
New
135
Increased
310
Reduced
307
Closed
81
Calls
$369M
Puts
$544M
Net Calls
-$176M
Net Calls Change
+$3.86M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
126
Advisors Asset Management
Colorado
$9.92M -$2.55M -84,972 -21%
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$9.77M +$2.5M +83,137 +37%
FRM
128
Foundation Resource Management
Arkansas
$9.52M -$220K -7,315 -2%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$9.43M -$153K -5,094 -2%
State of Tennessee, Department of Treasury
130
State of Tennessee, Department of Treasury
Tennessee
$9.05M +$4.12M +137,245 +94%
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$8.75M +$613K +20,410 +8%
LCS
132
Levin Capital Strategies
New York
$8.69M -$3.53M -117,674 -30%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$8.64M +$398K +13,242 +5%
GA
134
GFS Advisors
Texas
$8.48M +$41.6K +1,385 +0.5%
DZ Bank
135
DZ Bank
Germany
$8.45M -$32.3M -1,077,262 -80%
CCP
136
Clifford Capital Partners
Utah
$8.26M +$29.5K +982 +0.4%
Russell Investments Group
137
Russell Investments Group
United Kingdom
$8.17M -$1.02M -33,957 -12%
Pacer Advisors
138
Pacer Advisors
Pennsylvania
$7.63M +$1.77M +58,911 +33%
RIA
139
RPG Investment Advisory
California
$7.62M -$1.51M -50,153 -17%
TD Asset Management
140
TD Asset Management
Ontario, Canada
$7.43M +$881K +29,340 +14%
SFI
141
Susquehanna Fundamental Investments
Pennsylvania
$7.39M +$498K +16,600 +8%
Baird Financial Group
142
Baird Financial Group
Wisconsin
$7.16M +$3.7M +123,073 +121%
LPL Financial
143
LPL Financial
California
$7.14M -$548K -18,239 -8%
Fayez Sarofim & Co
144
Fayez Sarofim & Co
Texas
$7.12M -$30 -1 -0%
FIM
145
Frontier Investment Management
Texas
$7.03M -$444K -14,774 -6%
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$6.88M +$941K +31,346 +17%
Aviva
147
Aviva
United Kingdom
$6.87M -$122K -4,053 -2%
AQR Capital Management
148
AQR Capital Management
Connecticut
$6.81M +$6M +199,784 +1,236%
CIBC World Market
149
CIBC World Market
Ontario, Canada
$6.73M +$726K +24,195 +13%
CAM
150
Centre Asset Management
New York
$6.68M -$4.04M -134,640 -39%

KHC Hedge Fund Activity: Q2 2020 in Review

890 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q2 2020, worth a combined $23B — up 32% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new KHC positions and 81 closed out — a net gain of 54 holders — while 310 added to existing stakes and 307 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $212M. The largest seller was Susquehanna International Group, cutting an estimated $91.5M.

  • 890 institutional investors held Kraft Heinz (KHC) as of Q2 2020, up from 841 in Q1 2020.
  • Funds reported $23B of Kraft Heinz stock for Q2 2020, up 32% quarter-over-quarter.
  • 135 funds opened new Kraft Heinz positions in Q2 2020 and 81 closed out, a net change of +54 holders.
  • The largest Kraft Heinz buyer in Q2 2020 was Capital International Investors, an estimated $212M added.
  • The largest Kraft Heinz seller in Q2 2020 was Susquehanna International Group, an estimated $91.5M sold.

Based on aggregated 13F filings for Q2 2020.