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Kraft Heinz

1,156 hedge funds and large institutions have $42.6B invested in Kraft Heinz in 2018 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 432 increasing their positions, 465 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.28% less ownership

Funds ownership: 63.64%63.36% (-0.28%)

7% less repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 465

2% less funds holding

Funds holding: 1,1771,156 (-21)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

13% less capital invested

Capital invested by funds: $48.7B → $42.6B (-$6.12B)

13% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 100

15% less call options, than puts

Call options by funds: $686M | Put options by funds: $808M

Holders
1,156
Holders Change
-21
Holders Change %
-1.78%
% of All Funds
26.43%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
87
Increased
432
Reduced
465
Closed
100
Calls
$686M
Puts
$808M
Net Calls
-$122M
Net Calls Change
-$349M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
401
Glenmede Trust
Pennsylvania
$1.93M -$50.7K -848 -2%
RCM
402
Radnor Capital Management
Pennsylvania
$1.93M +$62K +1,038 +3%
AF
403
Alerus Financial
North Dakota
$1.92M +$41K +686 +2%
OIM
404
Orca Investment Management
Oregon
$1.92M +$4.42K +74 +0.2%
Rafferty Asset Management
405
Rafferty Asset Management
New York
$1.92M +$427K +7,146 +26%
HCM
406
Hodges Capital Management
Texas
$1.92M +$202K +3,375 +11%
RFM
407
Royal Fund Management
Florida
$1.87M -$916K -15,329 -31%
Newport Trust Company
408
Newport Trust Company
District of Columbia
$1.86M -$18.4K -308 -0.9%
CSIC
409
Clifford Swan Investment Counsel
California
$1.84M -$5.26K -88 -0.3%
IMOV
410
Investment Management of Virginia
Virginia
$1.82M -$2.99K -50 -0.2%
DILIC
411
Dai-ichi Life Insurance Company
Japan
$1.79M -$726K -12,151 -27%
FDS
412
First Dallas Securities
Texas
$1.78M +$133K +2,230 +7%
Schroder Investment Management Group
413
Schroder Investment Management Group
United Kingdom
$1.78M -$1.05M -17,607 -35%
II
414
IFM Investors
Australia
$1.77M +$275K +4,607 +17%
CG
415
Cutler Group
California
$1.75M -$2.25M -37,724 -54%
CIBC Private Wealth Group
416
CIBC Private Wealth Group
Georgia
$1.73M +$622K +10,413 +50%
TCOV
417
Trust Company of Vermont
Vermont
$1.71M -$67.2K -1,125 -3%
FFWA
418
FRG Family Wealth Advisors
Washington
$1.7M +$755K +12,629 +69%
GIP
419
Greatmark Investment Partners
Georgia
$1.7M +$426K +7,135 +30%
MA
420
MUFG Americas
New York
$1.7M -$377K -6,308 -17%
FANJ
421
Financial Architects (New Jersey)
New Jersey
$1.69M +$274K +4,592 +18%
PAM
422
Premier Asset Management
Illinois
$1.69M +$990K +16,575 +118%
SCA
423
Snowden Capital Advisors
New York
$1.69M +$82.3K +1,377 +5%
QC
424
Quadrature Capital
United Kingdom
$1.67M +$1.81M +30,368 New
BAM
425
Boyar Asset Management
New York
$1.67M +$17.9K +300 +1%

KHC Hedge Fund Activity: Q3 2018 in Review

1,156 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q3 2018, worth a combined $42.6B — down 13% from $48.7B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of KHC and 87 opened new positions — a net loss of 13 holders — while 465 trimmed existing stakes and 432 added.

The largest buyer was Citadel Advisors, adding an estimated $195M. The largest seller was Capital World Investors, cutting an estimated $1.68B.

  • 1,156 institutional investors held Kraft Heinz (KHC) as of Q3 2018, down from 1,177 in Q2 2018.
  • Funds reported $42.6B of Kraft Heinz stock for Q3 2018, down 13% quarter-over-quarter.
  • 87 funds opened new Kraft Heinz positions in Q3 2018 and 100 closed out, a net change of -13 holders.
  • The largest Kraft Heinz buyer in Q3 2018 was Citadel Advisors, an estimated $195M added.
  • The largest Kraft Heinz seller in Q3 2018 was Capital World Investors, an estimated $1.68B sold.

Based on aggregated 13F filings for Q3 2018.