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Kraft Heinz

1,015 hedge funds and large institutions have $30.2B invested in Kraft Heinz in 2021 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 368 increasing their positions, 349 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 92

17% more capital invested

Capital invested by funds: $25.9B → $30.2B (+$4.33B)

15% more call options, than puts

Call options by funds: $527M | Put options by funds: $457M

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

3% more funds holding

Funds holding: 9821,015 (+33)

1.01% more ownership

Funds ownership: 60.72%61.73% (+1%)

5% more repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 349

Holders
1,015
Holders Change
+33
Holders Change %
+3.36%
% of All Funds
17.82%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
136
Increased
368
Reduced
349
Closed
92
Calls
$527M
Puts
$457M
Net Calls
+$70.6M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$13B
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.06B -$8.32M -230,861 -0.4%
BlackRock
3
BlackRock
New York
$1.78B +$74.7M +2,073,897 +5%
State Street
4
State Street
Massachusetts
$1.15B -$40.7M -1,130,828 -4%
Invesco
5
Invesco
Georgia
$762M +$94.3M +2,618,939 +16%
Franklin Resources
6
Franklin Resources
California
$519M -$134M -3,726,370 -22%
Capital Research Global Investors
7
Capital Research Global Investors
California
$504M +$14.4M +400,679 +3%
Capital International Investors
8
Capital International Investors
California
$490M +$131M +3,638,125 +42%
LSV Asset Management
9
LSV Asset Management
Illinois
$446M +$181M +5,027,154 +82%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$431M +$9.75M +270,692 +3%
Capital World Investors
11
Capital World Investors
California
$383M +$345M +9,584,295 New
Northern Trust
12
Northern Trust
Illinois
$310M +$880K +24,422 +0.3%
First Eagle Investment Management
13
First Eagle Investment Management
New York
$290M -$936K -25,975 -0.4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$274M +$2.89M +80,360 +1%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$269M -$99.7M -2,767,572 -29%
Norges Bank
16
Norges Bank
Norway
$247M -$31.3M -868,188 -12%
Legal & General Group
17
Legal & General Group
United Kingdom
$232M -$745K -20,672 -0.4%
JP Morgan Chase
18
JP Morgan Chase
New York
$212M +$23.1M +640,694 +14%
Morgan Stanley
19
Morgan Stanley
New York
$209M +$28.5M +790,364 +18%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$206M -$83M -2,304,134 -31%
Bank of America
21
Bank of America
North Carolina
$175M -$8.69M -241,214 -5%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$171M -$9.4M -260,872 -6%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$162M +$11.3M +315,034 +8%
Newport Trust Company
24
Newport Trust Company
District of Columbia
$161M -$5.77M -160,096 -4%
PPA
25
Parametric Portfolio Associates
Washington
$138M +$5.21M +144,516 +4%

KHC Hedge Fund Activity: Q1 2021 in Review

1,015 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q1 2021, worth a combined $30.2B — up 17% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new KHC positions and 92 closed out — a net gain of 44 holders — while 368 added to existing stakes and 349 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $345M. The largest seller was Franklin Resources, cutting an estimated $134M.

  • 1,015 institutional investors held Kraft Heinz (KHC) as of Q1 2021, up from 982 in Q4 2020.
  • Funds reported $30.2B of Kraft Heinz stock for Q1 2021, up 17% quarter-over-quarter.
  • 136 funds opened new Kraft Heinz positions in Q1 2021 and 92 closed out, a net change of +44 holders.
  • The largest Kraft Heinz buyer in Q1 2021 was Capital World Investors, an estimated $345M added.
  • The largest Kraft Heinz seller in Q1 2021 was Franklin Resources, an estimated $134M sold.

Based on aggregated 13F filings for Q1 2021.