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Kraft Heinz

845 hedge funds and large institutions have $19.7B invested in Kraft Heinz in 2019 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 302 increasing their positions, 339 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

0.61% more ownership

Funds ownership: 57.15%57.76% (+0.61%)

9% less capital invested

Capital invested by funds: $21.6B → $19.7B (-$1.92B)

9% less funds holding

Funds holding: 931845 (-86)

11% less repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 339

41% less call options, than puts

Call options by funds: $376M | Put options by funds: $633M

54% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 153

Holders
845
Holders Change
-86
Holders Change %
-9.24%
% of All Funds
18.53%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.35%
New
71
Increased
302
Reduced
339
Closed
153
Calls
$376M
Puts
$633M
Net Calls
-$257M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
301
Leap Investments
Illinois
$1.74M +$1.79M +62,100 New
TRSOTSOK
302
Teachers Retirement System of the State of Kentucky
Kentucky
$1.72M
GG
303
Gofen & Glossberg
Illinois
$1.69M -$173K -6,026 -9%
Envestnet Asset Management
304
Envestnet Asset Management
Illinois
$1.67M +$193K +6,694 +13%
HCM
305
Hutner Capital Management
Vermont
$1.64M +$61.3K +2,130 +4%
Nomura Holdings
306
Nomura Holdings
Japan
$1.64M -$11.6M -404,640 -87%
AF
307
Alerus Financial
North Dakota
$1.59M -$402K -13,977 -20%
SS
308
Sunbelt Securities
Texas
$1.58M +$836K +29,040 +106%
SDIC
309
South Dakota Investment Council
South Dakota
$1.55M +$409K +14,200 +34%
VIA
310
Vident Investment Advisory
Georgia
$1.53M +$537K +18,651 +52%
JMPWA
311
JP Morgan Private Wealth Advisors
California
$1.43M -$114K -3,948 -7%
QI
312
QS Investors
New York
$1.43M -$178K -6,200 -11%
AAIM
313
American Assets Investment Management
California
$1.4M
BCFS
314
Butensky & Cohen Financial Security
Florida
$1.39M +$208K +7,239 +17%
PNAA
315
Pictet North America Advisors
Switzerland
$1.36M +$224K +7,800 +19%
SCP
316
Shorepoint Capital Partners
Massachusetts
$1.35M -$605K -21,018 -30%
NMERB
317
New Mexico Educational Retirement Board
New Mexico
$1.34M -$83.4K -2,900 -6%
BCM
318
Birmingham Capital Management
Alabama
$1.33M +$41K +1,425 +3%
CC
319
Centiva Capital
New York
$1.33M +$1.37M +47,700 New
TAM
320
Tyers Asset Management
Texas
$1.33M -$35K -1,216 -2%
HP
321
Hikari Power
Japan
$1.32M +$167K +5,800 +14%
BA
322
Baugh & Associates
Georgia
$1.31M -$42.1K -1,464 -3%
WAM
323
World Asset Management
Michigan
$1.31M +$97.6K +3,393 +8%
PP
324
Palladium Partners
Virginia
$1.29M +$672K +23,362 New
LPIC
325
LeJeune Puetz Investment Counsel
Michigan
$1.28M +$1.08M +37,473 +440%

KHC Hedge Fund Activity: Q3 2019 in Review

845 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q3 2019, worth a combined $19.7B — down 8.9% from $21.6B a quarter earlier.

Sellers outnumbered buyers: 153 funds closed out of KHC and 71 opened new positions — a net loss of 82 holders — while 339 trimmed existing stakes and 302 added.

The largest buyer was Franklin Resources, adding an estimated $229M. The largest seller was Fidelity Investments, cutting an estimated $167M.

  • 845 institutional investors held Kraft Heinz (KHC) as of Q3 2019, down from 931 in Q2 2019.
  • Funds reported $19.7B of Kraft Heinz stock for Q3 2019, down 8.9% quarter-over-quarter.
  • 71 funds opened new Kraft Heinz positions in Q3 2019 and 153 closed out, a net change of -82 holders.
  • The largest Kraft Heinz buyer in Q3 2019 was Franklin Resources, an estimated $229M added.
  • The largest Kraft Heinz seller in Q3 2019 was Fidelity Investments, an estimated $167M sold.

Based on aggregated 13F filings for Q3 2019.