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Kraft Heinz

1,181 hedge funds and large institutions have $35.7B invested in Kraft Heinz in 2023 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 420 increasing their positions, 440 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 89

37% more call options, than puts

Call options by funds: $608M | Put options by funds: $443M

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

12% more capital invested

Capital invested by funds: $31.8B → $35.7B (+$3.91B)

5% more funds holding

Funds holding: 1,1271,181 (+54)

1.79% more ownership

Funds ownership: 76.86%78.65% (+1.8%)

5% less repeat investments, than reductions

Existing positions increased: 420 | Existing positions reduced: 440

Holders
1,181
Holders Change
+54
Holders Change %
+4.79%
% of All Funds
17.22%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
158
Increased
420
Reduced
440
Closed
89
Calls
$608M
Puts
$443M
Net Calls
+$166M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$12B
BlackRock
2
BlackRock
New York
$3.35B +$143M +4,199,959 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.6B +$6.23M +183,234 +0.3%
State Street
4
State Street
Massachusetts
$1.41B +$36.2M +1,065,786 +3%
Morgan Stanley
5
Morgan Stanley
New York
$957M +$452M +13,301,028 +106%
Bank of America
6
Bank of America
North Carolina
$927M -$186M -5,479,736 -18%
Invesco
7
Invesco
Georgia
$896M -$12.3M -360,497 -1%
Capital International Investors
8
Capital International Investors
California
$885M -$75.5M -2,221,368 -8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$597M +$11.8M +345,914 +2%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$572M +$97.3M +2,861,869 +23%
Franklin Resources
11
Franklin Resources
California
$472M -$25M -736,293 -5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$370M +$25.5M +749,737 +8%
LSV Asset Management
13
LSV Asset Management
Illinois
$336M -$5.73M -168,550 -2%
Northern Trust
14
Northern Trust
Illinois
$318M -$17.8M -523,922 -6%
Citadel Advisors
15
Citadel Advisors
Florida
$295M +$218M +6,413,717 +414%
N
16
Nuveen
North Carolina
$272M +$6.06M +178,269 +2%
Legal & General Group
17
Legal & General Group
United Kingdom
$259M +$1.4M +41,277 +0.6%
JP Morgan Chase
18
JP Morgan Chase
New York
$250M -$7.6M -223,688 -3%
First Eagle Investment Management
19
First Eagle Investment Management
New York
$237M -$2.19M -64,310 -1%
Holocene Advisors
20
Holocene Advisors
New York
$210M +$41.8M +1,230,207 +28%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$183M -$3.68M -108,389 -2%
UBS AM
22
UBS AM
Illinois
$179M +$13.3M +391,985 +9%
Capital World Investors
23
Capital World Investors
California
$176M
Charles Schwab
24
Charles Schwab
California
$169M +$4.66M +137,169 +3%
Deutsche Bank
25
Deutsche Bank
Germany
$164M +$55.3M +1,628,080 +58%

KHC Hedge Fund Activity: Q4 2023 in Review

1,181 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q4 2023, worth a combined $35.7B — up 12% from $31.8B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new KHC positions and 89 closed out — a net gain of 69 holders — while 420 added to existing stakes and 440 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $452M. The largest seller was Capital Research Global Investors, cutting an estimated $195M.

  • 1,181 institutional investors held Kraft Heinz (KHC) as of Q4 2023, up from 1,127 in Q3 2023.
  • Funds reported $35.7B of Kraft Heinz stock for Q4 2023, up 12% quarter-over-quarter.
  • 158 funds opened new Kraft Heinz positions in Q4 2023 and 89 closed out, a net change of +69 holders.
  • The largest Kraft Heinz buyer in Q4 2023 was Morgan Stanley, an estimated $452M added.
  • The largest Kraft Heinz seller in Q4 2023 was Capital Research Global Investors, an estimated $195M sold.

Based on aggregated 13F filings for Q4 2023.