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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
YIA
351
YHB Investment Advisors
Connecticut
$3M -$694K -11,696 -20%
FTIOP
352
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.98M -$312K -5,254 -10%
TAM
353
Tiverton Asset Management
Delaware
$2.97M +$1.45M +24,465 +107%
SAM
354
Silvercrest Asset Management
New York
$2.97M -$681K -11,476 -20%
NIMI
355
Natixis Investment Managers International
France
$2.95M +$889K +14,987 +47%
RMA
356
Roffman Miller Associates
Pennsylvania
$2.9M -$1.65M -27,771 -38%
BCM
357
Brookmont Capital Management
Texas
$2.87M +$62.1K +1,047 +2%
KCPG
358
Kavar Capital Partners Group
Kansas
$2.86M +$53.4K +900 +2%
CPO
359
Cerity Partners OCIO
New York
$2.83M +$1.06M +17,826 +66%
MA
360
Marshwinds Advisory
Georgia
$2.8M +$336K +5,670 +15%
DILIC
361
Dai-ichi Life Insurance Company
Japan
$2.8M +$721K +12,151 +37%
NSIM
362
North Star Investment Management
Illinois
$2.78M +$869K +14,637 +49%
JC
363
Jacobs & Co
California
$2.78M -$966K -16,270 -27%
PA
364
Pinnacle Associates
New York
$2.75M +$332K +5,602 +15%
AG
365
Advisor Group
Arizona
$2.74M +$332K +5,588 +15%
CTC
366
Central Trust Company
Missouri
$2.72M -$150K -2,526 -6%
UF
367
Univest Financial
Pennsylvania
$2.72M +$2.57M +43,232 New
LIM
368
Loudon Investment Management
New Hampshire
$2.71M +$2.56M +43,180 New
Simplex Trading
369
Simplex Trading
Illinois
$2.71M +$2.56M +43,153 New
CIM
370
Corda Investment Management
Texas
$2.7M +$42.2K +711 +2%
MERSOM
371
Municipal Employees' Retirement System of Michigan
Michigan
$2.7M +$1.63M +27,510 +178%
SMDAM
372
Sumitomo Mitsui DS Asset Management
Japan
$2.67M +$16.8K +283 +0.7%
BC
373
Brookfield Corp
Ontario, Canada
$2.64M +$2.5M +42,049 New
CRIG
374
Charter Research & Investment Group
Connecticut
$2.6M -$5.34K -90 -0.2%
FIM
375
Foresters Investment Management
New York
$2.6M +$1.17M +19,700 +91%

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.