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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
Thrivent Financial for Lutherans
451
Thrivent Financial for Lutherans
Minnesota
$1.58M +$9.91K +167 +0.7%
BAM
452
Burgundy Asset Management
Ontario, Canada
$1.57M
SIC
453
Shoker Investment Counsel
Ohio
$1.57M +$1.48M +24,951 New
RCM
454
Riverhead Capital Management
Delaware
$1.56M +$271K +4,560 +23%
SA
455
Strategic Advisors
New York
$1.55M +$410K +6,908 +39%
MNBTD
456
Moody National Bank Trust Division
Texas
$1.54M -$30K -505 -2%
AP
457
Appleton Partners
Massachusetts
$1.53M -$665K -11,212 -32%
SS
458
Sunbelt Securities
Texas
$1.51M +$1.14M +19,177 +400%
TAM
459
Taurus Asset Management
New York
$1.5M -$29.7K -500 -2%
BCFS
460
Butensky & Cohen Financial Security
Florida
$1.5M +$127K +2,148 +10%
LMGAM
461
Liberty Mutual Group Asset Management
Massachusetts
$1.5M +$5.16K +87 +0.4%
SLG
462
Stanley-Laman Group
Pennsylvania
$1.5M -$84.8K -1,429 -6%
WTC
463
WhitTier Trust Company
Nevada
$1.5M -$153K -2,571 -10%
CIA
464
Covington Investment Advisors
Pennsylvania
$1.49M -$8.13K -137 -0.6%
GIP
465
Greatmark Investment Partners
Georgia
$1.49M +$881K +14,850 +169%
AAM
466
AR Asset Management
California
$1.48M
PP
467
Palladium Partners
Virginia
$1.48M -$20.9K -353 -1%
GRQ
468
Gardner Russo & Quinn
Pennsylvania
$1.48M
BCMO
469
Buckingham Capital Management (Ohio)
Ohio
$1.46M +$130K +2,199 +10%
TU
470
TDAM USA
Ontario, Canada
$1.45M -$75.4K -1,271 -5%
FMTCOCP
471
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.45M +$134K +2,250 +11%
BDWM
472
Brewin Dolphin Wealth Management
Ireland
$1.44M -$14.8K -250 -1%
ASN
473
Advisory Services Network
Georgia
$1.4M +$331K +5,572 +32%
VFA
474
Valeo Financial Advisors
Indiana
$1.39M +$677K +11,409 +95%
PHIMC
475
Private Harbour Investment Management & Counsel
Ohio
$1.39M +$1.31M +22,110 New

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.