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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
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$9.75B
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.67B -$46.2M -1,388,062 -2%
BlackRock
3
BlackRock
New York
$1.31B +$74.1M +2,227,384 +5%
State Street
4
State Street
Massachusetts
$925M -$11.4M -342,529 -1%
Franklin Resources
5
Franklin Resources
California
$576M -$8.34M -250,626 -1%
Invesco
6
Invesco
Georgia
$467M +$160M +4,802,883 +45%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$308M +$7.55M +226,697 +2%
Northern Trust
8
Northern Trust
Illinois
$238M +$3.21M +96,386 +1%
Norges Bank
9
Norges Bank
Norway
$227M +$416K +12,497 +0.2%
Capital International Investors
10
Capital International Investors
California
$221M +$10.1M +303,325 +4%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$216M +$1.22M +36,555 +0.5%
AIG
12
American International Group
New York
$195M -$35M -1,052,840 -14%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$189M +$72.3M +2,172,899 +53%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$186M +$15.8M +474,799 +8%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$169M +$13.1M +392,265 +7%
Legal & General Group
16
Legal & General Group
United Kingdom
$168M -$2.18M -65,364 -1%
LSV Asset Management
17
LSV Asset Management
Illinois
$167M +$14.2M +427,435 +8%
Sumitomo Mitsui Trust Group
18
Sumitomo Mitsui Trust Group
Japan
$144M +$27.4M +824,376 +21%
Morgan Stanley
19
Morgan Stanley
New York
$143M -$35.5M -1,065,714 -18%
Bank of America
20
Bank of America
North Carolina
$140M +$41.8M +1,255,567 +37%
Newport Trust Company
21
Newport Trust Company
District of Columbia
$128M -$3.32M -99,872 -2%
Prudential Financial
22
Prudential Financial
New Jersey
$126M +$102M +3,067,298 +273%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$105M +$22.1M +663,263 +23%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$98.9M +$19.8M +594,049 +22%
PPA
25
Parametric Portfolio Associates
Washington
$97.8M +$2.34M +70,242 +2%

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.