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Kraft Heinz

925 hedge funds and large institutions have $22.7B invested in Kraft Heinz in 2019 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 279 increasing their positions, 348 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 75

15% more capital invested

Capital invested by funds: $19.7B → $22.7B (+$2.96B)

9% more funds holding

Funds holding: 845925 (+80)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

0.03% less ownership

Funds ownership: 57.76%57.74% (-0.03%)

20% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 348

24% less call options, than puts

Call options by funds: $426M | Put options by funds: $558M

Holders
925
Holders Change
+80
Holders Change %
+9.47%
% of All Funds
18.23%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
171
Increased
279
Reduced
348
Closed
75
Calls
$426M
Puts
$558M
Net Calls
-$131M
Net Calls Change
+$126M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$10.5B
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.8B +$107M +3,521,179 +7%
BlackRock
3
BlackRock
New York
$1.3B +$25.2M +832,314 +2%
State Street
4
State Street
Massachusetts
$971M +$12M +396,325 +1%
Franklin Resources
5
Franklin Resources
California
$639M -$28.6M -944,739 -5%
AIG
6
American International Group
New York
$325M +$96.1M +3,171,699 +46%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$317M +$13.1M +431,077 +5%
Invesco
8
Invesco
Georgia
$288M -$294M -9,705,181 -52%
Northern Trust
9
Northern Trust
Illinois
$250M +$11.6M +381,779 +5%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$236M -$52M -1,718,457 -19%
Norges Bank
11
Norges Bank
Norway
$235M +$2.76M +91,185 +1%
CA
12
Commerzbank Aktiengesellschaft
Germany
$180M +$8.7M +287,374 +5%
First Eagle Investment Management
13
First Eagle Investment Management
New York
$177M +$1.27M +41,946 +0.8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$174M +$3.03M +99,920 +2%
Goldman Sachs
15
Goldman Sachs
New York
$170M -$1.02M -33,664 -0.6%
Morgan Stanley
16
Morgan Stanley
New York
$165M -$6.52M -215,268 -4%
Legal & General Group
17
Legal & General Group
United Kingdom
$153M +$2.53M +83,455 +2%
Newport Trust Company
18
Newport Trust Company
District of Columbia
$150M -$3.43M -113,333 -2%
CG
19
Carmignac Gestion
France
$123M +$116M +3,831,500 New
Bank of America
20
Bank of America
North Carolina
$107M -$12.3M -404,820 -11%
Charles Schwab
21
Charles Schwab
California
$97.1M +$3.35M +110,686 +4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$93.7M +$5.58M +184,245 +7%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$93.2M +$1.35M +44,443 +2%
UBS Group
24
UBS Group
Switzerland
$91.4M +$20.5M +677,380 +31%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$83.3M +$1.28M +42,282 +2%

KHC Hedge Fund Activity: Q4 2019 in Review

925 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q4 2019, worth a combined $22.7B — up 15% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new KHC positions and 75 closed out — a net gain of 96 holders — while 279 added to existing stakes and 348 trimmed.

The largest buyer was Carmignac Gestion, opening a new position worth an estimated $116M. The largest seller was Invesco, cutting an estimated $294M.

  • 925 institutional investors held Kraft Heinz (KHC) as of Q4 2019, up from 845 in Q3 2019.
  • Funds reported $22.7B of Kraft Heinz stock for Q4 2019, up 15% quarter-over-quarter.
  • 171 funds opened new Kraft Heinz positions in Q4 2019 and 75 closed out, a net change of +96 holders.
  • The largest Kraft Heinz buyer in Q4 2019 was Carmignac Gestion, an estimated $116M added.
  • The largest Kraft Heinz seller in Q4 2019 was Invesco, an estimated $294M sold.

Based on aggregated 13F filings for Q4 2019.