We are live on ! Find out more
KHC icon

Kraft Heinz

1,177 hedge funds and large institutions have $48.7B invested in Kraft Heinz in 2018 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 471 increasing their positions, 414 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

38% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 92

25% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $906M

14% more repeat investments, than reductions

Existing positions increased: 471 | Existing positions reduced: 414

2% more funds holding

Funds holding: 1,1501,177 (+27)

2% more capital invested

Capital invested by funds: $47.9B → $48.7B (+$755M)

0.46% more ownership

Funds ownership: 63.18%63.64% (+0.46%)

Holders
1,177
Holders Change
+27
Holders Change %
+2.35%
% of All Funds
26.95%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.3%
New
127
Increased
471
Reduced
414
Closed
92
Calls
$1.13B
Puts
$906M
Net Calls
+$227M
Net Calls Change
+$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Asset Management
326
BNP Paribas Asset Management
France
$3.45M +$1.37M +23,100 +73%
AAF
327
Andra AP-fonden
Sweden
$3.42M +$1.67M +28,200 +108%
SCM
328
Southport Capital Management
Tennessee
$3.4M +$202K +3,407 +7%
RJT
329
Raymond James Trust
Florida
$3.39M +$3.2M +53,887 New
CB
330
Cadence Bank
Mississippi
$3.37M +$86.9K +1,464 +3%
BPC
331
Banque Pictet & Cie
Switzerland
$3.37M +$434K +7,319 +16%
DADC
332
D.A. Davidson & Co
Montana
$3.35M +$501K +8,443 +19%
Marshall Wace
333
Marshall Wace
United Kingdom
$3.29M +$3.11M +52,414 New
WT
334
Whittier Trust
California
$3.26M -$14.4K -243 -0.5%
CCP
335
Corient Capital Partners
California
$3.24M -$1.23M -20,787 -29%
CGH
336
Crossmark Global Holdings
Texas
$3.17M -$129K -2,177 -4%
AFG
337
Albion Financial Group
Utah
$3.16M +$74K +1,247 +3%
PAG
338
Private Advisor Group
New Jersey
$3.15M +$773K +13,027 +35%
CW
339
Cobiz Wealth
Colorado
$3.15M -$203K -3,418 -6%
KSCM
340
Kamunting Street Capital Management
Florida
$3.14M
Schroder Investment Management Group
341
Schroder Investment Management Group
United Kingdom
$3.12M -$9.44M -159,148 -76%
Fuller & Thaler Asset Management
342
Fuller & Thaler Asset Management
California
$3.12M
RFM
343
Royal Fund Management
Florida
$3.1M -$568K -9,567 -16%
SAM
344
Shell Asset Management
Netherlands
$3.1M +$325K +5,483 +13%
CS
345
Candriam SCA
Luxembourg
$3.06M +$92.8K +1,564 +3%
ABC
346
Associated Banc-Corp
Wisconsin
$3.04M -$188K -3,162 -6%
WB
347
WesBanco Bank
West Virginia
$3.02M +$600K +10,112 +27%
BIAS
348
Beacon Investment Advisory Services
New Jersey
$3.02M -$126K -2,117 -4%
RC
349
Roundview Capital
New Jersey
$3.02M +$96.9K +1,633 +4%
HVIA
350
Hudson Valley Investment Advisors
New York
$3.02M -$489K -8,233 -15%

KHC Hedge Fund Activity: Q2 2018 in Review

1,177 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q2 2018, worth a combined $48.7B — up 1.6% from $47.9B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new KHC positions and 92 closed out — a net gain of 35 holders — while 471 added to existing stakes and 414 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $566M. The largest seller was Capital World Investors, cutting an estimated $344M.

  • 1,177 institutional investors held Kraft Heinz (KHC) as of Q2 2018, up from 1,150 in Q1 2018.
  • Funds reported $48.7B of Kraft Heinz stock for Q2 2018, up 1.6% quarter-over-quarter.
  • 127 funds opened new Kraft Heinz positions in Q2 2018 and 92 closed out, a net change of +35 holders.
  • The largest Kraft Heinz buyer in Q2 2018 was Magellan Asset Management, an estimated $566M added.
  • The largest Kraft Heinz seller in Q2 2018 was Capital World Investors, an estimated $344M sold.

Based on aggregated 13F filings for Q2 2018.