We are live on ! Find out more
KHC icon

Kraft Heinz

977 hedge funds and large institutions have $23.4B invested in Kraft Heinz in 2019 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 355 increasing their positions, 418 reducing their positions, and 246 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

3.64% less ownership

Funds ownership: 62.55%58.92% (-3.6%)

13% less funds holding

Funds holding: 1,126977 (-149)

15% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 418

29% less capital invested

Capital invested by funds: $32.8B → $23.4B (-$9.39B)

41% less call options, than puts

Call options by funds: $490M | Put options by funds: $825M

56% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 246

Holders
977
Holders Change
-149
Holders Change %
-13.23%
% of All Funds
21.15%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.28%
New
109
Increased
355
Reduced
418
Closed
246
Calls
$490M
Puts
$825M
Net Calls
-$334M
Net Calls Change
-$436M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
251
Tufton Capital Management
Maryland
$2.62M +$815K +19,991 +33%
GG
252
Gofen & Glossberg
Illinois
$2.6M -$5.72M -140,421 -64%
HIMCH
253
Hartford Investment Management Co (HIMCO)
Connecticut
$2.6M +$154K +3,788 +5%
SF
254
Synovus Financial
Georgia
$2.55M -$256K -6,276 -7%
MME
255
Meag Munich Ergo
Germany
$2.52M +$2.87M +70,489 +1,119%
RE
256
RBC Europe
United Kingdom
$2.51M -$478K -11,737 -13%
AB
257
Amalgamated Bank
New York
$2.5M +$82K +2,012 +3%
FTC
258
Farmers Trust Company
Ohio
$2.5M +$611K +14,986 +24%
CCG
259
Chatham Capital Group
Georgia
$2.49M +$138K +3,375 +5%
SMDAM
260
Sumitomo Mitsui DS Asset Management
Japan
$2.49M +$1.47M +36,030 +90%
IG
261
ING Group
Netherlands
$2.42M -$4.06M -99,583 -57%
PA
262
Profund Advisors
Maryland
$2.42M +$55.1K +1,351 +2%
KBC Group
263
KBC Group
Belgium
$2.42M -$2.42M -59,406 -44%
CLOS
264
Compagnie Lombard Odier SCmA
Switzerland
$2.36M -$3.47M -85,210 -54%
PIC
265
Portland Investment Counsel
Ontario, Canada
$2.35M +$2.94M +72,088 New
OC
266
Oppenheimer & Co
New York
$2.35M -$17.5K -430 -0.6%
JMPWA
267
JP Morgan Private Wealth Advisors
California
$2.3M +$171K +4,188 +6%
TNBTD
268
Trustmark National Bank Trust Department
Mississippi
$2.29M +$1.5M +36,713 +110%
UCFA
269
United Capital Financial Advisors
Texas
$2.29M -$911K -22,355 -24%
FPFS
270
First Personal Financial Services
North Carolina
$2.28M +$283K +6,943 +11%
TH
271
TCTC Holdings
Texas
$2.27M -$1.26K -31 -0%
AMG
272
Advisors Management Group
Wisconsin
$2.26M +$2.82M +69,198 New
AG
273
Advisor Group
Arizona
$2.25M +$335K +8,230 +14%
PAG
274
Private Advisor Group
New Jersey
$2.24M -$692K -16,991 -20%
Connor, Clark & Lunn Investment Management (CC&L)
275
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.23M -$7.74M -189,822 -74%

KHC Hedge Fund Activity: Q1 2019 in Review

977 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q1 2019, worth a combined $23.4B — down 29% from $32.8B a quarter earlier.

Sellers outnumbered buyers: 246 funds closed out of KHC and 109 opened new positions — a net loss of 137 holders — while 418 trimmed existing stakes and 355 added.

The largest buyer was Magellan Asset Management, adding an estimated $165M. The largest seller was Wellington Management Group, cutting an estimated $411M.

  • 977 institutional investors held Kraft Heinz (KHC) as of Q1 2019, down from 1,126 in Q4 2018.
  • Funds reported $23.4B of Kraft Heinz stock for Q1 2019, down 29% quarter-over-quarter.
  • 109 funds opened new Kraft Heinz positions in Q1 2019 and 246 closed out, a net change of -137 holders.
  • The largest Kraft Heinz buyer in Q1 2019 was Magellan Asset Management, an estimated $165M added.
  • The largest Kraft Heinz seller in Q1 2019 was Wellington Management Group, an estimated $411M sold.

Based on aggregated 13F filings for Q1 2019.