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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
1IA
501
1834 Investment Advisors
Wisconsin
$1.18M -$40.7K -686 -4%
CCM
502
Covington Capital Management
California
$1.18M -$4.04K -68 -0.4%
FB
503
Fulton Bank
Pennsylvania
$1.17M +$746K +12,579 +206%
LWAC
504
Laurel Wealth Advisors (California)
California
$1.17M -$59.6K -1,004 -5%
JIC
505
Johnson Investment Counsel
Ohio
$1.17M +$31K +522 +3%
IA
506
IFP Advisors
Florida
$1.16M +$116K +1,956 +12%
FGP
507
Foyston, Gordon, & Payne
Ontario, Canada
$1.16M
FAAS
508
First Allied Advisory Services
California
$1.16M +$118K +1,980 +12%
FFWA
509
FRG Family Wealth Advisors
Washington
$1.15M -$95K -1,600 -8%
FA
510
FDx Advisors
Illinois
$1.15M +$451K +7,603 +71%
SDIC
511
South Dakota Investment Council
South Dakota
$1.14M +$1.08M +18,200 New
GIM
512
Guardian Investment Management
California
$1.14M +$570K +9,600 +113%
GD
513
Grandfield & Dodd
New York
$1.13M
Robeco Institutional Asset Management
514
Robeco Institutional Asset Management
Netherlands
$1.13M -$67.1K -1,131 -6%
I
515
IberiaBank
Louisiana
$1.12M -$69.8K -1,176 -6%
BIM
516
Bridges Investment Management
Nebraska
$1.11M +$232K +3,911 +28%
DWM
517
Doyle Wealth Management
Florida
$1.11M +$1.05M +17,673 New
FNB
518
Farmers National Bank
Kentucky
$1.08M -$140K -2,365 -12%
FT
519
Fiduciary Trust
Massachusetts
$1.07M +$21.4K +361 +2%
AIA
520
AGF Investments America
Ontario, Canada
$1.07M +$23.4K +394 +2%
TYCC
521
Texas Yale Capital Corp
Florida
$1.06M -$51.2K -863 -5%
AIS
522
American Investment Services
Massachusetts
$1.06M
WCM
523
Wallace Capital Management
Texas
$1.06M +$67.7K +1,140 +7%
SLF
524
Sun Life Financial
Ontario, Canada
$1.05M +$927K +15,613 +1,419%
AMCA
525
Arthur M. Cohen & Associates
Illinois
$1.05M -$1.44M -24,263 -59%

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.