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Kraft Heinz

902 hedge funds and large institutions have $22B invested in Kraft Heinz in 2020 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 311 increasing their positions, 320 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 88

1% more funds holding

Funds holding: 890902 (+12)

1% more ownership

Funds ownership: 58.97%59.97% (+1%)

3% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 320

5% less capital invested

Capital invested by funds: $23B → $22B (-$1.07B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

26% less call options, than puts

Call options by funds: $363M | Put options by funds: $492M

Holders
902
Holders Change
+12
Holders Change %
+1.35%
% of All Funds
18.2%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.3%
New
107
Increased
311
Reduced
320
Closed
88
Calls
$363M
Puts
$492M
Net Calls
-$128M
Net Calls Change
+$47.3M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
201
US Bancorp
Minnesota
$3.92M +$76.3K +2,291 +2%
EVM
202
Eaton Vance Management
Massachusetts
$3.88M -$11.3K -341 -0.3%
Wellington Management Group
203
Wellington Management Group
Massachusetts
$3.79M +$493K +14,817 +13%
GI
204
GAMCO Investors
Connecticut
$3.78M -$83.7K -2,515 -2%
JMPWA
205
JP Morgan Private Wealth Advisors
California
$3.76M +$2.38M +71,472 +132%
GT
206
Glenmede Trust
Pennsylvania
$3.75M +$222K +6,678 +6%
LCS
207
Levin Capital Strategies
New York
$3.72M -$4.94M -148,490 -54%
URS
208
Utah Retirement Systems
Utah
$3.72M +$26.6K +800 +0.6%
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$3.71M -$8.39K -252 -0.2%
KWILP
210
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.69M
FAF
211
Fjarde Ap-fonden
Sweden
$3.68M +$173K +5,200 +4%
SFS
212
Sowell Financial Services
Arkansas
$3.63M +$257K +7,717 +7%
TPSF
213
Texas Permanent School Fund
Texas
$3.56M +$306K +9,196 +8%
ETC
214
Exchange Traded Concepts
Oklahoma
$3.54M +$155K +4,658 +4%
NAM
215
Nissay Asset Management
Japan
$3.51M +$796K +23,925 +26%
NC
216
Naman Capital
Brazil
$3.5M
CPO
217
Cerity Partners OCIO
New York
$3.49M +$19.4K +584 +0.5%
BCIM
218
British Columbia Investment Management
British Columbia, Canada
$3.49M +$296K +8,898 +8%
First Manhattan
219
First Manhattan
New York
$3.48M -$33.3K -1,000 -0.9%
Nomura Holdings
220
Nomura Holdings
Japan
$3.48M -$2.03M -60,940 -34%
GF
221
Gabelli Funds
New York
$3.43M +$133K +4,000 +4%
Wealthfront Advisers
222
Wealthfront Advisers
California
$3.41M -$288K -8,641 -7%
Capstone Investment Advisors
223
Capstone Investment Advisors
New York
$3.4M +$3.58M +107,557 +1,788%
GIM
224
Goelzer Investment Management
Indiana
$3.4M -$8.99K -270 -0.2%
SCM
225
Symons Capital Management
Pennsylvania
$3.39M -$176K -5,283 -4%

KHC Hedge Fund Activity: Q3 2020 in Review

902 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q3 2020, worth a combined $22B — down 4.6% from $23B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new KHC positions and 88 closed out — a net gain of 19 holders — while 311 added to existing stakes and 320 trimmed.

The largest buyer was Invesco, adding an estimated $160M. The largest seller was Carmignac Gestion, exiting entirely with an estimated $122M sold.

  • 902 institutional investors held Kraft Heinz (KHC) as of Q3 2020, up from 890 in Q2 2020.
  • Funds reported $22B of Kraft Heinz stock for Q3 2020, down 4.6% quarter-over-quarter.
  • 107 funds opened new Kraft Heinz positions in Q3 2020 and 88 closed out, a net change of +19 holders.
  • The largest Kraft Heinz buyer in Q3 2020 was Invesco, an estimated $160M added.
  • The largest Kraft Heinz seller in Q3 2020 was Carmignac Gestion, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2020.