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Kraft Heinz

1,156 hedge funds and large institutions have $42.6B invested in Kraft Heinz in 2018 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 432 increasing their positions, 465 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.28% less ownership

Funds ownership: 63.64%63.36% (-0.28%)

7% less repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 465

2% less funds holding

Funds holding: 1,1771,156 (-21)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

13% less capital invested

Capital invested by funds: $48.7B → $42.6B (-$6.12B)

13% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 100

15% less call options, than puts

Call options by funds: $686M | Put options by funds: $808M

Holders
1,156
Holders Change
-21
Holders Change %
-1.78%
% of All Funds
26.43%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
87
Increased
432
Reduced
465
Closed
100
Calls
$686M
Puts
$808M
Net Calls
-$122M
Net Calls Change
-$349M
Name Holding Trade Value Shares
Change
Change in
Stake
GG
251
Greenwood Gearhart
Arkansas
$4.97M +$575K +9,617 +12%
DC
252
Davenport & Co
Virginia
$4.96M +$224K +3,748 +4%
PA
253
Profund Advisors
Maryland
$4.89M +$335K +5,602 +7%
SF
254
Synovus Financial
Georgia
$4.83M +$37.5K +628 +0.7%
MSA
255
Mason Street Advisors
Wisconsin
$4.82M +$215K +3,598 +4%
BHA
256
Beech Hill Advisors
New York
$4.81M +$5.21M +87,235 New
SFFS
257
Stonehage Fleming Financial Services
Jersey
$4.79M -$5.13M -85,933 -50%
Creative Planning
258
Creative Planning
Kansas
$4.69M -$227K -3,806 -4%
PL
259
Parthenon LLC
Kentucky
$4.68M -$207K -3,464 -4%
Calamos Advisors
260
Calamos Advisors
Illinois
$4.61M +$316K +5,291 +7%
BSA
261
Braun Stacey Associates
New York
$4.57M -$385K -6,441 -7%
TAM
262
Tocqueville Asset Management
New York
$4.56M -$206K -3,453 -4%
Mitsubishi UFJ Asset Management
263
Mitsubishi UFJ Asset Management
Japan
$4.54M -$54.9K -918 -1%
BBA
264
BLB&B Advisors
Pennsylvania
$4.51M +$1.09M +18,205 +29%
JMPWA
265
JP Morgan Private Wealth Advisors
California
$4.51M +$491K +8,213 +11%
PI
266
PEAK6 Investments
Illinois
$4.48M +$4.85M +81,240 New
FG
267
Fiduciary Group
Georgia
$4.44M +$1.14M +19,119 +31%
Pacer Advisors
268
Pacer Advisors
Pennsylvania
$4.44M +$808K +13,514 +20%
MOACM
269
Mutual of America Capital Management
New York
$4.44M +$204K +3,422 +4%
CIC
270
Carnegie Investment Counsel
Ohio
$4.42M -$4.48M -74,995 -47%
William Blair & Company
271
William Blair & Company
Illinois
$4.37M -$360K -6,031 -7%
FTB
272
First Trust Bank
Bahamas
$4.35M +$2.87M +48,000 +155%
Truist Financial
273
Truist Financial
North Carolina
$4.31M +$188K +3,145 +4%
Jones Financial Companies
274
Jones Financial Companies
Missouri
$4.29M +$5.68K +95 +0.1%
NAM
275
Nissay Asset Management
Japan
$4.29M +$470K +7,858 +11%

KHC Hedge Fund Activity: Q3 2018 in Review

1,156 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q3 2018, worth a combined $42.6B — down 13% from $48.7B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of KHC and 87 opened new positions — a net loss of 13 holders — while 465 trimmed existing stakes and 432 added.

The largest buyer was Citadel Advisors, adding an estimated $195M. The largest seller was Capital World Investors, cutting an estimated $1.68B.

  • 1,156 institutional investors held Kraft Heinz (KHC) as of Q3 2018, down from 1,177 in Q2 2018.
  • Funds reported $42.6B of Kraft Heinz stock for Q3 2018, down 13% quarter-over-quarter.
  • 87 funds opened new Kraft Heinz positions in Q3 2018 and 100 closed out, a net change of -13 holders.
  • The largest Kraft Heinz buyer in Q3 2018 was Citadel Advisors, an estimated $195M added.
  • The largest Kraft Heinz seller in Q3 2018 was Capital World Investors, an estimated $1.68B sold.

Based on aggregated 13F filings for Q3 2018.