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Kraft Heinz

1,151 hedge funds and large institutions have $47.9B invested in Kraft Heinz in 2018 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 405 increasing their positions, 494 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $854M | Put options by funds: $658M

0.18% less ownership

Funds ownership: 63.35%63.18% (-0.18%)

6% less funds holding

Funds holding: 1,2261,151 (-75)

18% less repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 494

20% less capital invested

Capital invested by funds: $60B → $47.9B (-$12.1B)

41% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 153

44% less funds holding in top 10

Funds holding in top 10: 169 (-7)

Holders
1,151
Holders Change
-75
Holders Change %
-6.12%
% of All Funds
26.37%
Holding in Top 10
9
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-43.75%
% of All Funds
0.21%
New
90
Increased
405
Reduced
494
Closed
153
Calls
$854M
Puts
$658M
Net Calls
+$196M
Net Calls Change
+$499M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
401
Townsend & Associates
Colorado
$2.05M +$2.36M +32,894 New
AF
402
Alerus Financial
North Dakota
$2.04M +$35.7K +498 +2%
MF
403
Magnetar Financial
Illinois
$2.03M +$624K +8,709 +36%
DILIC
404
Dai-ichi Life Insurance Company
Japan
$2.02M
NIMI
405
Natixis Investment Managers International
France
$1.99M -$2.01M -28,050 -47%
BNP Paribas Asset Management
406
BNP Paribas Asset Management
France
$1.98M +$543K +7,588 +31%
IMOV
407
Investment Management of Virginia
Virginia
$1.98M +$601K +8,395 +36%
RCM
408
Radnor Capital Management
Pennsylvania
$1.96M -$17.9K -250 -0.8%
PFPT
409
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.95M -$1.32M -18,433 -37%
KRS
410
Kentucky Retirement Systems
Kentucky
$1.94M -$404K -5,649 -15%
FBT
411
First Bankers Trust
Kentucky
$1.93M -$89.7K -1,253 -4%
FTB
412
First Trust Bank
Bahamas
$1.93M +$2.22M +31,000 New
LCM
413
Logan Capital Management
Pennsylvania
$1.93M +$1.35M +18,792 +155%
BA
414
Baugh & Associates
Georgia
$1.93M -$9.09K -127 -0.4%
GIA
415
Gargoyle Investment Advisor
New Jersey
$1.91M +$121K +1,694 +6%
HPC
416
HM Payson & Co
Maine
$1.91M -$43K -601 -2%
HK
417
Horizon Kinetics
New York
$1.91M -$989K -13,811 -31%
IC
418
Inverness Counsel
New York
$1.9M -$34.3M -478,805 -94%
SLAM
419
Swiss Life Asset Management
$1.89M +$1.7M +23,806 +362%
NI
420
Nepsis Inc
Minnesota
$1.89M -$3.52M -49,117 -62%
ERSOT
421
Employees Retirement System of Texas
Texas
$1.87M -$143K -2,000 -6%
BAM
422
Boyar Asset Management
New York
$1.87M
GT
423
Glenview Trust
Kentucky
$1.85M -$17.3K -241 -0.8%
NSIM
424
North Star Investment Management
Illinois
$1.84M +$1.43M +19,902 +205%
Northwestern Mutual Wealth Management
425
Northwestern Mutual Wealth Management
Wisconsin
$1.83M -$185K -2,585 -8%

KHC Hedge Fund Activity: Q1 2018 in Review

1,151 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q1 2018, worth a combined $47.9B — down 20% from $60B a quarter earlier.

Sellers outnumbered buyers: 153 funds closed out of KHC and 90 opened new positions — a net loss of 63 holders — while 494 trimmed existing stakes and 405 added.

The largest buyer was Capital World Investors, adding an estimated $407M. The largest seller was T. Rowe Price Associates, cutting an estimated $502M.

  • 1,151 institutional investors held Kraft Heinz (KHC) as of Q1 2018, down from 1,226 in Q4 2017.
  • Funds reported $47.9B of Kraft Heinz stock for Q1 2018, down 20% quarter-over-quarter.
  • 90 funds opened new Kraft Heinz positions in Q1 2018 and 153 closed out, a net change of -63 holders.
  • The largest Kraft Heinz buyer in Q1 2018 was Capital World Investors, an estimated $407M added.
  • The largest Kraft Heinz seller in Q1 2018 was T. Rowe Price Associates, an estimated $502M sold.

Based on aggregated 13F filings for Q1 2018.