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Kraft Heinz

1,127 hedge funds and large institutions have $32.8B invested in Kraft Heinz in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 360 increasing their positions, 484 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $664M | Put options by funds: $562M

0.81% less ownership

Funds ownership: 63.36%62.55% (-0.81%)

3% less funds holding

Funds holding: 1,1571,127 (-30)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

12% less first-time investments, than exits

New positions opened: 143 | Existing positions closed: 163

23% less capital invested

Capital invested by funds: $42.6B → $32.8B (-$9.75B)

26% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 484

Holders
1,127
Holders Change
-30
Holders Change %
-2.59%
% of All Funds
25.11%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
143
Increased
360
Reduced
484
Closed
163
Calls
$664M
Puts
$562M
Net Calls
+$101M
Net Calls Change
+$223M
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
301
Global Financial Private Capital
Florida
$2.75M -$3.36M -64,854 -50%
TAM
302
Tocqueville Asset Management
New York
$2.72M -$1.01M -19,435 -23%
FPFS
303
First Personal Financial Services
North Carolina
$2.71M -$187K -3,616 -5%
SAM
304
Securian Asset Management
Minnesota
$2.71M +$932 +18 +0%
M
305
MOTCO
Texas
$2.65M +$213K +4,109 +7%
FTC
306
Farmers Trust Company
Ohio
$2.65M +$3.19M +61,521 New
BPC
307
Banque Pictet & Cie
Switzerland
$2.65M -$477K -9,210 -13%
AG
308
Advisor Group
Arizona
$2.62M +$252K +4,871 +9%
NSIM
309
North Star Investment Management
Illinois
$2.62M +$12.3K +237 +0.4%
TCM
310
Tufton Capital Management
Maryland
$2.6M -$1.71M -33,012 -35%
PNC
311
Park National Corp
Ohio
$2.56M +$1.57M +30,358 +105%
HCM
312
Hutner Capital Management
Vermont
$2.55M -$347K -6,709 -10%
FIM
313
Foresters Investment Management
New York
$2.54M +$98.4K +1,900 +3%
GHCM
314
Glen Harbor Capital Management
California
$2.53M +$683K +13,192 +29%
TAF
315
Tredje AP-fonden
Sweden
$2.52M +$167K +3,234 +6%
SIA
316
Sit Investment Associates
Minnesota
$2.42M -$7.83M -151,144 -73%
BHA
317
Beech Hill Advisors
New York
$2.37M -$1.66M -32,129 -37%
CIC
318
Carnegie Investment Counsel
Ohio
$2.36M -$1.57M -30,350 -36%
ISL
319
Ingalls & Snyder LLC
New York
$2.33M -$105K -2,027 -4%
NEAM
320
New England Asset Management
Connecticut
$2.31M -$287K -5,534 -9%
NMERB
321
New Mexico Educational Retirement Board
New Mexico
$2.29M
TF
322
TIAA FSB
Florida
$2.29M -$427K -8,248 -13%
OAM
323
Oak Asset Management
California
$2.27M -$760K -14,671 -22%
BA
324
Baugh & Associates
Georgia
$2.25M -$18.4K -355 -0.7%
Baird Financial Group
325
Baird Financial Group
Wisconsin
$2.25M +$56K +1,082 +2%

KHC Hedge Fund Activity: Q4 2018 in Review

1,127 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q4 2018, worth a combined $32.8B — down 23% from $42.6B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of KHC and 143 opened new positions — a net loss of 20 holders — while 484 trimmed existing stakes and 360 added.

The largest buyer was American International Group, adding an estimated $94.3M. The largest seller was Citadel Advisors, cutting an estimated $196M.

  • 1,127 institutional investors held Kraft Heinz (KHC) as of Q4 2018, down from 1,157 in Q3 2018.
  • Funds reported $32.8B of Kraft Heinz stock for Q4 2018, down 23% quarter-over-quarter.
  • 143 funds opened new Kraft Heinz positions in Q4 2018 and 163 closed out, a net change of -20 holders.
  • The largest Kraft Heinz buyer in Q4 2018 was American International Group, an estimated $94.3M added.
  • The largest Kraft Heinz seller in Q4 2018 was Citadel Advisors, an estimated $196M sold.

Based on aggregated 13F filings for Q4 2018.