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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
Citadel Advisors
26
Citadel Advisors
Florida
$210M +$90.6M +1,526,891 +84%
TA
27
Teachers Advisors
New York
$204M -$23M -387,163 -11%
RJA
28
Raymond James & Associates
Florida
$196M +$50.8M +856,782 +38%
UBS Group
29
UBS Group
Switzerland
$183M +$7.69M +129,617 +5%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$183M -$537K -9,048 -0.3%
Legal & General Group
31
Legal & General Group
United Kingdom
$182M +$5.58M +93,997 +3%
Mackenzie Financial
32
Mackenzie Financial
Ontario, Canada
$180M +$75.4M +1,271,003 +80%
Wells Fargo
33
Wells Fargo
California
$158M +$20.9M +352,642 +16%
Swiss National Bank
34
Swiss National Bank
Switzerland
$148M +$3.75M +63,200 +3%
Bessemer Group
35
Bessemer Group
New Jersey
$146M +$1.69M +28,406 +1%
Charles Schwab
36
Charles Schwab
California
$139M +$5.62M +94,749 +4%
First Trust Advisors
37
First Trust Advisors
Illinois
$137M +$34.8M +585,694 +37%
Principal Financial Group
38
Principal Financial Group
Iowa
$135M -$27.5M -463,976 -18%
Fayez Sarofim & Co
39
Fayez Sarofim & Co
Texas
$132M -$1.48M -24,947 -1%
UBS AM
40
UBS AM
Illinois
$123M +$3.34M +56,315 +3%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$123M +$5.56M +93,628 +5%
PPA
42
Parametric Portfolio Associates
Washington
$118M +$30.6M +516,118 +38%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$116M +$2.51M +42,359 +2%
Millennium Management
44
Millennium Management
New York
$114M +$12.9M +217,502 +14%
PI
45
Putnam Investments
Massachusetts
$96.2M -$26.3M -442,797 -22%
Capital International Investors
46
Capital International Investors
California
$93.8M -$119 -2 -0%
APG Asset Management
47
APG Asset Management
Netherlands
$91.9M -$3.7M -62,300 -4%
Deutsche Bank
48
Deutsche Bank
Germany
$91.7M -$38.8M -654,071 -31%
CIM
49
Confluence Investment Management
Missouri
$90.9M +$19.3M +325,784 +29%
Barclays
50
Barclays
United Kingdom
$85.9M -$85.8M -1,446,096 -51%

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.