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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
SIC
451
Shoker Investment Counsel
Ohio
$1.38M +$5.68K +95 +0.4%
BAM
452
Burgundy Asset Management
Ontario, Canada
$1.38M
HPC
453
HM Payson & Co
Maine
$1.38M -$275K -4,602 -16%
TU
454
TDAM USA
Ontario, Canada
$1.37M +$12.8K +214 +0.9%
BCMO
455
Buckingham Capital Management (Ohio)
Ohio
$1.37M +$101K +1,692 +7%
ONB
456
Old National Bancorp
Indiana
$1.36M -$127K -2,118 -8%
BC
457
Brinker Capital
Pennsylvania
$1.35M -$417K -6,982 -22%
PCM
458
Penserra Capital Management
California
$1.35M +$1.46M +24,453 New
BDWM
459
Brewin Dolphin Wealth Management
Ireland
$1.34M +$87.1K +1,458 +6%
BFEC
460
Benjamin F. Edwards & Company
Missouri
$1.32M +$503K +8,423 +54%
TAM
461
Taurus Asset Management
New York
$1.32M
LMGAM
462
Liberty Mutual Group Asset Management
Massachusetts
$1.32M
SA
463
Strategic Advisors
New York
$1.31M -$51.8K -867 -4%
SLF
464
Sun Life Financial
Ontario, Canada
$1.31M +$422K +7,065 +42%
OI
465
Oakbrook Investments
Illinois
$1.31M +$1.42M +23,730 New
HK
466
Horizon Kinetics
New York
$1.31M -$113K -1,886 -7%
Verition Fund Management
467
Verition Fund Management
Connecticut
$1.3M +$937K +15,673 +196%
AAM
468
AR Asset Management
California
$1.3M
PP
469
Palladium Partners
Virginia
$1.3M +$598 +10 +0%
PAM
470
Panagora Asset Management
Massachusetts
$1.3M -$151K -2,524 -10%
GRQ
471
Gardner Russo & Quinn
Pennsylvania
$1.3M
CIA
472
Covington Investment Advisors
Pennsylvania
$1.29M -$14.6K -245 -1%
CANC
473
Culbertson A N & Co
Virginia
$1.29M +$118K +1,983 +9%
WTC
474
WhitTier Trust Company
Nevada
$1.29M -$24.3K -407 -2%
DWM
475
Doyle Wealth Management
Florida
$1.29M +$340K +5,697 +32%

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.