We are live on ! Find out more
KHC icon

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
PIA
551
Peachtree Investment Advisors
Georgia
$940K +$35K +589 +4%
OPCM
552
Osborne Partners Capital Management
California
$937K
LSCM
553
LaSalle Street Capital Management
Illinois
$934K
TC
554
Trilogy Capital
California
$933K -$17.6K -296 -2%
FHA
555
Flagship Harbor Advisors
Massachusetts
$924K +$181K +3,043 +26%
CC
556
Courier Capital
New York
$923K +$19.6K +330 +2%
GWM
557
Geneos Wealth Management
Colorado
$920K -$24.7K -416 -3%
WCM
558
Whitener Capital Management
North Carolina
$917K +$212K +3,571 +32%
RI
559
Ridgewood Investments
New Jersey
$909K +$22.9K +386 +3%
HAG
560
HighPoint Advisor Group
Illinois
$904K -$9.38K -158 -1%
BCM
561
Birmingham Capital Management
Alabama
$903K +$389K +6,550 +84%
WS
562
Wedbush Securities
California
$897K +$68.9K +1,161 +9%
GAM
563
Gemmer Asset Management
California
$891K -$71.9K -1,211 -8%
AFM
564
Andesa Financial Management
Pennsylvania
$886K +$71.9K +1,212 +9%
FCCM
565
First City Capital Management
Georgia
$885K +$35.6K +600 +4%
FC
566
Ferris Capital
Massachusetts
$883K +$1.66K +28 +0.2%
CWS
567
Cypress Wealth Services
California
$883K +$33.1K +558 +4%
BFO
568
Boston Family Office
Massachusetts
$882K
PAM
569
Premier Asset Management
Illinois
$881K +$833K +14,030 New
LFAS
570
Level Four Advisory Services
Texas
$869K +$122K +2,060 +18%
Koshinski Asset Management
571
Koshinski Asset Management
Illinois
$861K -$32.9K -554 -4%
FAM
572
Fred Alger Management
New York
$849K -$14.5K -244 -2%
RCAG
573
Rehmann Capital Advisory Group
Michigan
$844K +$39.5K +666 +5%
MCM
574
Murphy Capital Management
New Jersey
$842K -$71.2K -1,200 -8%
CL
575
Choreo LLC
Illinois
$841K -$41.2K -694 -5%

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.