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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
Federated Hermes
26
Federated Hermes
Pennsylvania
$187M -$875K -14,645 -0.4%
RJA
27
Raymond James & Associates
Florida
$178M +$6.46M +108,026 +3%
TA
28
Teachers Advisors
New York
$173M -$6.62M -110,835 -3%
UBS Group
29
UBS Group
Switzerland
$170M +$9.41M +157,555 +5%
Legal & General Group
30
Legal & General Group
United Kingdom
$169M +$10.4M +174,254 +6%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$159M -$1.24M -20,740 -0.7%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$157M +$107M +1,785,880 +169%
Wells Fargo
33
Wells Fargo
California
$146M +$8.47M +141,717 +6%
Charles Schwab
34
Charles Schwab
California
$133M +$12.6M +211,128 +10%
ECM
35
Element Capital Management
New York
$133M +$144M +2,412,519 New
Bessemer Group
36
Bessemer Group
New Jersey
$130M +$1.55M +26,006 +1%
Millennium Management
37
Millennium Management
New York
$129M +$30.6M +512,112 +28%
First Trust Advisors
38
First Trust Advisors
Illinois
$125M +$5.72M +95,683 +4%
Swiss National Bank
39
Swiss National Bank
Switzerland
$125M -$4.76M -79,700 -3%
Principal Financial Group
40
Principal Financial Group
Iowa
$121M +$2.82M +47,196 +2%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$116M +$56.6M +946,741 +82%
Fayez Sarofim & Co
42
Fayez Sarofim & Co
Texas
$116M +$276K +4,623 +0.2%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$110M +$1.99M +33,357 +2%
UBS AM
44
UBS AM
Illinois
$108M -$350K -5,854 -0.3%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$102M -$167K -2,800 -0.2%
PPA
46
Parametric Portfolio Associates
Washington
$95.7M -$8.3M -138,827 -7%
Capital International Investors
47
Capital International Investors
California
$92.2M +$10.8M +180,282 +12%
CA
48
Commerzbank Aktiengesellschaft
Germany
$91.1M +$21.4M +358,243 +28%
Deutsche Bank
49
Deutsche Bank
Germany
$88.2M +$8.39M +140,425 +10%
LCS
50
Levin Capital Strategies
New York
$84.5M +$91.6M +1,533,317 New

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.